Get a regular summary of signed affiliate agreements
Keep completed partner paperwork visible without manually compiling signature request statuses.
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
Signed agreements are easy to lose track of when you need a quick view of completed partner paperwork.
- Make completed agreements easier to review in one report.
- Reduce manual compilation of signature statuses.
- Keep a recurring view of partner paperwork progress.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dropbox Sign once in the Notis portal.
- 2Create an automation and describe the completed agreements to summarize.
- 3Pick a recurring schedule trigger and provide criteria for relevant affiliate requests.
- 4Choose where run reports go, then test with one real completed agreement.
Questions about this workflow
Can the summary include agreement contents?
This workflow uses signature request status. If you need document contents, provide a specific request for a separate file retrieval workflow.
Does it reconcile completed agreements against Adtraction partners?
Only if you supply the relevant partner identifiers or matching context. No Adtraction trigger or lookup is specified here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dropbox sign. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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