Send agreements for signature from Gmail
When an email contains a clear request to send an agreement, have Notis prepare the Dropbox Sign request from the message and its attachments.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Send Signature Request
Tool to create and send a new signature request with documents. Use when you need to send documents for electronic signature. The action sends emails to all specified signers with links to view and sign the documents. Supports multiple signers, CC recipients, custom fields, form fields, and various signing options. Documents can be uploaded directly or provided via publicly accessible URLs.
Why this helps
You have to switch from an email thread to Dropbox Sign and re-enter the signer and document details by hand.
- Start a signature request from the email that prompted it.
- Reduce retyping of signer and document details.
- Keep unclear requests from being treated as ready to send.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to send a signature request only when a new email clearly asks for signature and provides the document and signer details.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real email that includes an agreement and clear signer details.
Questions about this workflow
Will it send every attachment for signature?
No. In your instruction, tell Notis to send only when the email clearly identifies the intended agreement and signer details.
What if the email does not include signer details?
Tell Notis to skip sending and report what is missing so you can follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dropbox sign. A trigger fires from one place; an action lands in another.
Gmail triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
Gmail and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.