Review signature status on a steady schedule
Bring pending and completed signature activity into a regular review so follow-ups are less likely to slip.
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
Signature status can be easy to lose track of when follow-up work is spread across campaign activity and contract records.
- Request a document status CSV report for a specified date range.
- Create a recurring review point for contract follow-up.
- Keep the report delivery behavior clear: Dropbox Sign sends generated reports asynchronously by email.
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, with a name and prompt.
- 3Describe the date range and how the requested status report should inform your ActiveTrail follow-up.
- 4Choose the notis_cron trigger and set the recurring schedule; select a run report channel.
- 5Test with one real example and confirm the date range and report type.
Questions about this workflow
Is the report delivered immediately?
No. Report creation is asynchronous, and the listed action says generated reports are delivered via email.
Can Notis assume an ActiveTrail baseline or contact history?
No. Any needed campaign context or baseline must be supplied by you or be available from the connected app data.
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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