Find pending signatures before deciding who to follow up with
A short scheduled review helps keep signature requests visible alongside your campaign follow-up work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signature Requests
List signature requests.
Why this helps
Without a regular check, pending agreements can remain unnoticed while attention moves to newer campaign activity.
- Retrieve paginated signature request records for review.
- Use returned statuses to guide follow-up decisions.
- Keep the workflow focused on review rather than sending an unrequested reminder.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Describe which returned request details matter for your ActiveTrail follow-up review.
- 4Choose the notis_cron trigger, set a recurring schedule, and choose a report channel.
- 5Test with one real example and confirm the returned requests are useful for your review.
Questions about this workflow
Does this automatically email signers?
No. This workflow lists signature requests for review; it does not send a reminder.
Can the review use campaign history?
Only if the connected data or your instruction supplies the campaign context needed to interpret the requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Dropbox sign. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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