Get a recurring report on signature request status
Set a steady reporting rhythm for signature requests so you can review agreement progress in one place.
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
Checking individual requests takes repeated context switching, and pending agreements can be easy to overlook.
- Request a document status report on a recurring schedule.
- Review signature request activity from a CSV report delivered by email.
- Reduce repeated manual checks across signature requests.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign once in Notis.
- 2Create an automation and describe the recurring document status report you want to request.
- 3Choose the Notis recurring schedule trigger and set the cadence in the automation flow.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the Dropbox Sign report email arrives.
Questions about this workflow
What does the report action provide?
Dropbox Sign requests CSV reports for a specified date range. The reports are generated asynchronously and delivered by email.
Can this report show signature request status?
Yes. Document status is one of the available report types for this action.
Does this workflow send reminders to signers?
No. It requests a report for review; the listed action does not send signer reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dropbox sign. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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