Move approved agreements to signature
Let Notis look for an explicit approval in incoming email, then send the identified agreement for signature when the necessary details are present.
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
Approval and the actual signature request happen in separate places, making it easy for an approved agreement to stall.
- Turn an explicit approval into the next signing action.
- Avoid relying on memory after approval arrives.
- Require the document and signer to be clear before sending.
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 the identified agreement only when the email explicitly confirms approval and includes sufficient document and signer details.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real approval email and verify the request details before relying on it.
Questions about this workflow
Can Notis decide whether an agreement is approved?
Tell Notis to act only on explicit approval language in the email. Ambiguous messages should be reported for your review.
What happens if the approval email has no document?
Instruct Notis to skip sending and report that the document is missing.
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
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