Request signing activity reports on a schedule
Make recurring reporting easier by requesting the Dropbox Sign report types and date range you need through Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Report
Request CSV reports, which are generated asynchronously and delivered by email.
Why this helps
Preparing a recurring signing activity report can interrupt focused work and make reporting easy to postpone.
- Request supported report types on a recurring schedule.
- Reduce repetitive report request setup.
- Send run reports to a channel where they are easier to find.
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.
- 3In one instruction, specify the date range logic and supported report types to request.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the requested range and report types.
Questions about this workflow
Which report types are supported?
The action description lists user_activity, document_status, and sms_activity. It supports requesting up to two report types per request.
Are reports delivered immediately?
Report creation is asynchronous, and reports are delivered via email. The scheduled run requests the report; it does not guarantee immediate availability.
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.
Invite User to Team
Invite a user to join your team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Grant an account access to a template.
Bulk create embedded signature request with template
Create a bulk job for embedded template-based signature requests.
Bulk send with template
Create a bulk job to send template-based signature requests.
Cancel Signature Request
Cancel a pending signature request asynchronously; once canceled, it cannot be restored.
Create Dropbox Sign Account
Create a new account associated with an email address.
Create API App
Register a new API app for integration.
Create Embedded Signature Request
Create a signature request for signing within an embedded frame.
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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