Know who to coordinate with after signature
Notis can retrieve the people already linked to a client in Rentman, so you do not have to hunt for the right contact before the next handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact Contactpersons
Tool to retrieve all contactpersons linked to a specific contact in Rentman. Use when you need to get a list of people associated with a contact organization or entity. Returns comprehensive contact person details including names, contact information, and custom fields.
Why this helps
A signed agreement may identify an organization, while the person who coordinates the work is buried elsewhere.
- Makes the client's linked people visible at the handoff point.
- Helps identify a practical follow-up contact.
- Avoids a separate manual search through client records.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign and Rentman to Notis once.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Give Notis one plain-language instruction to identify the client from each completed agreement, retrieve its linked Rentman contact persons, and summarize their details.
- 4Choose the incoming webhook trigger and a run-report channel, then test with one completed agreement.
Questions about this workflow
What does this retrieve?
It retrieves the contact persons linked to the relevant Rentman contact and summarizes the returned information.
Does it send a message to those people?
No. It reports the contact information in your selected Notis channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Dropbox sign to Rentman. A trigger fires from one place; an action lands in another.
Dropbox sign triggers
Rentman actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Appointment
Tool to delete an appointment by its unique ID. Use when you need to remove an appointment from Rentman.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Appointmentcrew Item
Tool to delete an appointmentcrew item by its numeric ID. Use when removing an appointment crew assignment.
Delete Contact
Tool to delete a contact by its ID. Use when you need to remove a contact from Rentman.
Delete contact person
Tool to delete a contact person from Rentman by their numeric ID. Use when you need to permanently remove a contact person from the system.
Delete Cost Item
Tool to delete a cost item in Rentman by its numeric ID. Use when you need to remove a cost record from the system.
Delete Crew Availability
Tool to delete a crew availability item by its ID. Use when you need to remove a specific crew availability entry after confirming its ID.
Delete Project Request
Tool to delete a project request by its ID. Use when you need to remove a project request from Rentman.
Delete Project Request Equipment Item
Tool to delete a project request equipment item by its ID. Use when you need to remove a project request equipment item from Rentman.
Connect any two apps with Notis in the middle.
Dropbox sign and Rentman, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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