Send onboarding agreements when HubSpot contacts are created
Turn a new HubSpot contact into a timely signature request, with the agreement and signer details you specify in your instruction.
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
New customers can wait days for an agreement while someone remembers to prepare and send it.
- Start the signing process as soon as a contact is created.
- Reduce manual document preparation and follow-up.
- Keep the requested agreement consistent with your instructions.
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 onboarding agreement to send and how to identify its signer from the contact.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real contact and confirm the signature request details.
Questions about this workflow
Can this send different agreements to different contacts?
Describe the rule in your instruction and ensure the needed information is present in HubSpot and Dropbox Sign. Test a real example to confirm the correct agreement is selected.
Does the workflow create a signature request?
Yes. It uses Dropbox Sign's Send Signature Request action, which emails the specified signers a link to view and sign.
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.