Bring signature activity into your monthly review
Request a document status report on a schedule and make contract activity easier to review alongside your customer work.
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
Contract activity can be hard to assess when reporting happens separately from campaign and deal reviews.
- Request document status data on a regular cadence.
- Reduce the effort of remembering report preparation.
- Bring signing activity into a broader customer review.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dropbox Sign once in the Notis portal.
- 2Create an automation for the monthly signature report request.
- 3Tell Notis to request a Dropbox Sign document status report for the appropriate date range and summarize its relevance to the ActiveCampaign review.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one valid reporting period and confirm report delivery and timing.
Questions about this workflow
Is the report delivered instantly?
No. Dropbox Sign generates reports asynchronously and delivers them by email.
Which report type does this request?
The workflow requests the document_status report, which contains signature request status information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dropbox sign. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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