Release held signature requests after a campaign
Coordinate launch timing and signature delivery without a manual release checklist.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Release Signature Request Hold
Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request will be sent to all designated signers.
Why this helps
Held requests can remain stuck after a campaign goes live because nobody remembers the final release step.
- Release requests at the right moment
- Reduce launch day checklists
- Keep approvals traceable
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dropbox Sign in Notis once.
- 2Create an automation describing which held request to release after the campaign event.
- 3Pick the Mailchimp Campaign trigger.
- 4Choose where run reports should go.
- 5Test with one held request.
Questions about this workflow
When is this action appropriate?
Use it for a request created with hold_request enabled, claimed, and waiting for release.
Does release send the request to signers?
Yes. Releasing a held request sends it to the designated signers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dropbox sign. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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