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Notis

Send a Dropbox Sign request from a new Outlook email

Stop forwarding contracts manually. Let Notis read the incoming request, find the attached document, and send it for signature.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

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

Signature requests get buried in busy inboxes and require repetitive downloading, uploading, and follow-up.

  • Reduces inbox context switching
  • Starts signing workflows quickly
  • Keeps a clear run report

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Dropbox Sign in Notis once.
  • 2Create an automation named for incoming signature requests.
  • 3Tell Notis to inspect each new message, use relevant attachments, identify signers from the message, and send a Dropbox Sign request.
  • 4Pick New Outlook Message as the trigger and choose a report channel.
  • 5Test with one real email that includes a document and signer details.

Questions about this workflow

Can this process every incoming email?

You describe the conditions in the instruction so Notis can focus on messages that contain a signing request.

Where do I see the request result?

Notis posts the run report to the channel you choose, including the Dropbox Sign request outcome.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Dropbox sign. A trigger fires from one place; an action lands in another.

Outlook triggers

Dropbox sign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Dropbox sign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Dropbox sign.