Create an embedded Dropbox Sign request from a Zendesk ticket
Give customers an in product signing path when a support ticket identifies the exact agreement they need.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Support agents lose time coordinating embedded signing setup outside the ticket conversation.
- Launch embedded signing from support context
- Reuse approved templates
- Reduce handoffs to implementation teams
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dropbox Sign in Notis once.
- 2Create an automation that identifies embedded signing requests and specifies the template and signer details.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose where run reports should go and test with one real ticket.
Questions about this workflow
What does the action return?
It returns embedded signature request details that your team can use for the signing flow.
Can the ticket request a specific template?
Yes. Include the Dropbox Sign template identifier or a clear template reference in the ticket.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dropbox sign. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.