Prepare a signature draft from an intake webhook
When a trusted intake flow sends a webhook, Notis can prepare a Dropbox Sign unclaimed draft for someone to review and claim later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Unclaimed Draft
Tool to create an unclaimed draft that can be claimed via a unique URL. Use when you need to prepare a signature request or document send that will be finalized later by someone else through the claim URL.
Why this helps
Requests often arrive before a contract owner has time to finish preparing the signature package.
- Turn an intake signal into a draft without manually starting from scratch.
- Let an authorized owner finalize the request later through the claim URL.
- Keep preparation separate from sending to signers.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an unclaimed Dropbox Sign draft from the document and request details received in the webhook.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real example containing the required document and request details, then review the returned claim URL.
Questions about this workflow
Does creating the draft send it to signers?
No. An unclaimed draft can be finalized later by someone else through its claim URL.
What must the webhook provide?
It must provide the document and request details required to create the draft. Missing information needs to be supplied by the intake flow or user.
Can this be used with Jira?
Yes, if an external process sends Notis a webhook with the needed data. The trigger for this workflow is the webhook, not a Jira event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Dropbox sign. A trigger fires from one place; an action lands in another.
Jira triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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 Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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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.
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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.
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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.
Jira and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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