Start embedded signing from new intake entries
Use new sheet entries to create embedded template-based signing requests for a signing experience inside your application.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Embedded Signature Request With Template
Tool to create an embedded signature request based on a template. Use when you need to initiate a new signature request for embedded signing using pre-defined templates. Returns signature request details including signing URLs for embedded iFrame integration.
Why this helps
Preparing each embedded signing request by hand adds friction to an otherwise automated intake flow.
- Start embedded signing from new intake rows
- Reuse an established Dropbox Sign template
- Reduce manual request preparation
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create an embedded signature request with the appropriate template when a new intake row arrives.
- 4Choose the New Rows in Google Sheet trigger and select where run reports should go.
- 5Test with one real intake row and verify the request and signing URL details.
Questions about this workflow
What does embedded signing mean here?
The action creates a signature request based on a saved template and returns request details including signing URLs for an embedded iFrame.
Does this send an email signing link?
The action is for embedded signing within an application. Use Send Signature Request when email invitations are the intended signing flow.
What must be available to create the request?
An appropriate saved template and the signer and request details needed for that template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Dropbox sign. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
Google Sheets and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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