Get customer agreements out as soon as checkout completes
A completed checkout can kick off the paperwork while you move on to the next task. Tell Notis which document to send and who should sign.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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
After a sale, it is easy for the agreement or onboarding paperwork to sit in a queue while you switch to other work.
- Starts signature follow-up from a completed purchase
- Cuts the delay between payment and paperwork
- Keeps the handoff in one plain language instruction
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which agreement to send and how to identify its signer from the checkout data.
- 4Choose Stripe Checkout Session Completed as the trigger and select a report channel.
- 5Test with one real completed checkout and review the run report.
Questions about this workflow
Does this workflow create an agreement from scratch?
No. It sends a signature request using documents and signer details available to Notis. Specify the document and signer instructions in your prompt.
What if the checkout data does not include the signer's email?
Notis needs an email or another reliable way to identify the signer. Supply the missing information in your process before relying on automatic sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dropbox sign. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe 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.