Get a recurring report on signature status
Set a schedule for Dropbox Sign to prepare a document status report, so signature follow-up has a predictable checkpoint.
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
Pending signatures are easy to overlook when status checks depend on remembering to open another app.
- Request document status reports on a recurring schedule.
- Create a predictable review point for signature progress.
- Avoid manual report requests when tracking credential related paperwork.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dropbox Sign once in the Notis portal.
- 2Create an automation that requests a Dropbox Sign document status report on a recurring schedule.
- 3Describe the report date range and credential workflow context to include in the request.
- 4Pick the schedule trigger and choose where run reports should go.
- 5Test with one real report request and confirm the report delivery details.
Questions about this workflow
Does Accredible trigger the scheduled run?
No. Accredible has no listed trigger events. Notis starts this workflow on the selected recurring schedule.
Does the report arrive instantly?
No. Dropbox Sign generates reports asynchronously and delivers them by email.
What reports are available?
The listed action supports user activity, document status, and SMS activity report types. This workflow is focused on document status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dropbox sign. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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