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Schedule recurring compliance attestations

Give recurring sign-offs a predictable start, with the approved document and signer list ready in the automation prompt.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Recurring attestations are easy to miss when someone has to remember the calendar date and rebuild each request.

  • Start recurring signature rounds on a schedule.
  • Use a known document and signer list supplied by your team.
  • Avoid relying on someone to remember each round manually.

Setup

Build it in a few focused steps.

  • 1Connect Dropbox Sign once in the Notis portal.
  • 2Create an automation named Scheduled Compliance Attestation Round.
  • 3Tell Notis which approved attestation document and signer details to use.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real signer before enabling the recurring run.

Questions about this workflow

Can the signer list change automatically from 21risk?

This schedule has no 21risk event trigger. Provide or maintain the signer details in the automation instructions.

Will this create a new request every scheduled run?

Yes, it is designed to send a new signature request each run. Set a schedule that matches your actual attestation policy.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Dropbox sign. A trigger fires from one place; an action lands in another.

21risk triggers

Dropbox sign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Dropbox sign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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