Release a held signature request after Trello approval
Let the approval update on your board send the document onward.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Release Signature Request Hold
Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request will be sent to all designated signers.
Why this helps
Approved documents wait in a held state because someone must remember the final release.
- Connect internal approval to external sending
- Avoid premature signature emails
- Remove one manual release step
Setup
Build it in a few focused steps.
- 1Connect Trello and Dropbox Sign in Notis once.
- 2Create an automation instructing Notis to find the held request associated with an approved card and release it to signers.
- 3Pick Trello Card Updated Trigger for the board or card.
- 4Choose a report channel and test with one approved update.
Questions about this workflow
When is this action appropriate?
Use it for requests created with hold_request enabled that have been claimed but not yet sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dropbox sign. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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 Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.