Start onboarding signatures from Typeform
Give new customers a smooth path from onboarding answers to signing.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Embedded Signature Request With Template
Tool to create an embedded signature request based on a template. Use when you need to initiate a new signature request for embedded signing using pre-defined templates. Returns signature request details including signing URLs for embedded iFrame integration.
Why this helps
Onboarding stalls when the right template and signer information must be assembled manually.
- Use consistent onboarding documents
- Reduce setup delays
- Keep the signing experience connected
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dropbox Sign in Notis.
- 2Create an automation called Onboarding signature template.
- 3Tell Notis to create an embedded signature request with the appropriate template and submitted signer details.
- 4Choose New Form Response as the trigger.
- 5Select where reports go and test with one onboarding response.
Questions about this workflow
When is embedded signing useful?
Use it when the signer should complete the agreement inside your product or portal.
Do I need a template first?
Yes. The Dropbox Sign template must already be available to your account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dropbox sign. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.