See your signature pipeline in a weekly snapshot
Make a single weekly pass through signature requests and spot where your attention may be needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signature Requests
Tool to list signature requests. Use when you need to retrieve paginated signature requests with optional filters.
Why this helps
A scattered set of requests makes it hard to see the signing work that is still in flight.
- Create a repeatable weekly pipeline check
- See returned request status information in one report
- Spend less time manually reviewing individual requests
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the weekly pipeline snapshot.
- 3Tell Notis to list signature requests and summarize their returned statuses in the run report.
- 4Choose a weekly schedule and report channel.
- 5Test once and confirm the summary reflects the data returned by Dropbox Sign.
Questions about this workflow
Does this calculate week-over-week changes?
No baseline or historical comparison is specified. The workflow summarizes the request information returned on each run.
Can I include a particular date range?
The action description mentions optional filters but does not specify their fields. Use a date range only if the action supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dropbox sign. A trigger fires from one place; an action lands in another.
2chat 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.
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.
2chat 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.