Get mutual NDAs signed before sensitive conversations
Let Notis start the NDA process from the contact record, so your team can focus on the conversation ahead.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Prospect details and NDA follow-ups get scattered across inboxes, slowing down conversations that need confidentiality.
- Start the NDA process promptly for newly recorded prospects.
- Reduce repeated manual preparation of routine NDAs.
- Use instructions to set expectations about signer and document.
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.
- 3In one instruction, tell Notis when the mutual NDA should be sent and who should sign it.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real contact and review the request before relying on the workflow.
Questions about this workflow
Can I limit this to a particular kind of prospect?
Only specify a condition if HubSpot provides the information Notis needs to assess it. The trigger itself is Contact Created, and you do not build trigger filters.
Will the NDA be sent by email?
Dropbox Sign's Send Signature Request action sends signature request emails to the specified signers.
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.