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Notis

Keep bulk signing jobs in view

Get a regular look at bulk job progress without reopening the signing dashboard to find the latest status.

Trigger

Recurring schedule

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

Action

List Bulk Send Jobs

List bulk send jobs accessible to the user.

Why this helps

A batch may take time to process, and its progress is easy to lose track of amid other work.

  • Review bulk job progress on a recurring schedule.
  • Use returned job summaries to identify what needs a closer look.
  • Reduce the effort of remembering to check each batch manually.

Setup

Build it in a few focused steps.

  • 1Connect Dropbox Sign once in the Notis portal; connect Ably as the source app if required for the pair.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe in one instruction how to summarize returned bulk job status and flag items needing review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and verify the summary reflects the returned job details.

Questions about this workflow

Can the workflow report the status of every individual signature request in a job?

This action lists bulk send job summaries. Use the returned data it provides, and do not assume it includes details that are not returned.

Does the schedule itself check a specific job?

The action lists bulk send jobs. If you need a specific job's current status, the available Get Bulk Send Job action can retrieve it when its identifier is supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Ably 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

Invite a user to join your team.

ActionInstant

Webhook trigger

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

TriggerInstant

Add User to Template

Grant an account access to a template.

ActionInstant

Bulk create embedded signature request with template

Create a bulk job for embedded template-based signature requests.

ActionInstant

Bulk send with template

Create a bulk job to send template-based signature requests.

ActionInstant

Cancel Signature Request

Cancel a pending signature request asynchronously; once canceled, it cannot be restored.

ActionInstant

Create Dropbox Sign Account

Create a new account associated with an email address.

ActionInstant

Create API App

Register a new API app for integration.

ActionInstant

Create Embedded Signature Request

Create a signature request for signing within an embedded frame.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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