Send templated signature requests from Todoist
Keep the template ready in Dropbox Sign and use Todoist for the next recipient-specific request.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Teams have templates but still rebuild each signature request manually.
- Reuse approved signing language
- Reduce repetitive request setup
- Keep recipient instructions in one task
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dropbox Sign in Notis once.
- 2Create the automation describing how to send a saved template when a task includes its template and signer details.
- 3Pick New Task Created as the trigger.
- 4Choose where reports should be delivered.
- 5Test with an internal signer.
Questions about this workflow
Does this use a saved Dropbox Sign template?
Yes. The task should identify the template and provide the recipient details.
Can Notis add custom values?
It can use values supplied in the task when the action supports them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dropbox sign. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
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.
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.
Todoist and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.