Launch repeatable bulk signing from a sales opportunity
For a deal that calls for the same agreement across a prepared group, start the templated bulk job from the opportunity context.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
A coordinated deal can involve many signers, and launching repeated requests by hand creates room for omissions.
- Start one bulk job for a prepared set of signing requests.
- Avoid repeating the same send setup for each recipient.
- Keep the bulk job connected to the Salesforce opportunity that initiated it.
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 give it a name tied to this bulk signing outcome.
- 3Describe in one instruction when to launch the bulk job and which accessible template and recipient batch to use.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and a valid recipient batch and template.
Questions about this workflow
How many requests can the bulk action create?
The listed action supports up to 250 templated signature requests per bulk job.
Does an opportunity event provide a whole recipient batch?
Not by itself. The event describes an opportunity change. Use this workflow when a recipient batch is available in the event context or another accessible source.
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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