Get order forms signed after a deal is won
Celebrate the win and start the order form signing process without adding another task to your team's list.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
After a deal closes, customer paperwork can sit behind other work and delay onboarding or fulfillment.
- Start post-sale paperwork at the point your team expects.
- Reduce delays between closing a deal and onboarding.
- Make the required order form and signer explicit.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis which closed won deals should receive an order form and who signs.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real closed won deal and check the request before using it routinely.
Questions about this workflow
Does this assume every closed won deal needs an order form?
No. State the relevant criteria in your instruction and ensure the event data contains what Notis needs. Check a real example during setup.
Can the order form go to more than one signer?
Yes. Dropbox Sign supports multiple signers for a signature request. Name the intended recipients in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dropbox sign. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot 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.