Release a held request after an approval update
Send the request as soon as the approved document is ready.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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 depend on someone noticing an approval change and manually releasing them.
- Reduce approval delays
- Send at the right moment
- Prevent forgotten holds
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dropbox Sign once in Notis.
- 2Create an automation in Automations with a clear name.
- 3Tell Notis to release the matching held request only after the approval update is confirmed.
- 4Pick the File Updated trigger and choose a report channel.
- 5Test with one held request and controlled approval update.
Questions about this workflow
When should a request be released?
State the approval condition clearly so Notis can act only after it is met.
What happens after release?
Dropbox Sign sends the request to the designated signers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dropbox sign. A trigger fires from one place; an action lands in another.
One drive 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.
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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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