Keep signature requests aligned with changing meetings
When the deal timeline moves, your paperwork can move with it.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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
Rescheduled meetings create stale signer lists and missed contract timing.
- Catches schedule changes
- Reduces stale signer details
- Keeps deal operations coordinated
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dropbox Sign in Notis once.
- 2Create an automation for changed deal meetings.
- 3Tell Notis to review the changed event, find the related signing request, and send or update paperwork according to the new attendees and timing.
- 4Pick Calendar Event Changes as the trigger and choose a report channel.
- 5Test with one rescheduled deal meeting.
Questions about this workflow
Does this cancel an old request automatically?
Only if your instruction tells Notis to cancel or replace it and the required request details are available.
What if no related request exists?
Notis can report that no matching request was found so you can decide what to do.
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.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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