Turn completed sales tasks into signing steps
When a sales task marks the right moment to send an agreement, let Notis use its context to start the signature request.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
A completed call or follow-up task can still leave the next step, sending paperwork, sitting in someone's memory.
- Keep the signing step close to the completed sales activity.
- Reduce reminders to send paperwork after calls or follow-ups.
- Report when task context does not identify a usable signer or document.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the task handoff.
- 3Describe in one instruction which completed task context should result in an agreement request and how to send it.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task whose context identifies the recipient and document.
Questions about this workflow
Can I make this run only for particular task subjects?
The trigger supports optional Status or Subject filtering, but the Notis flow described here does not have you build filters. State the intended task criteria in the instruction and select the trigger.
What if the task does not include the document?
The task event alone does not guarantee access to a document. Make the document accessible to the automation or have Notis report the missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dropbox sign. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.