Get a regular report on prospect contract status
Request a status report on a schedule and keep contract review from becoming another manual search task.
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
Preparing a consistent view of prospect contract activity takes time when status data must be gathered request by request.
- Request a CSV document status report for a defined date range.
- Make regular contract activity reviews easier to start.
- Reduce manual gathering of status information.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the report type and date range you need in one instruction, including any prospect scope to apply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real report request and confirm the requested type and date range.
Questions about this workflow
Is the report available immediately?
No. Dropbox Sign generates reports asynchronously and delivers them via email.
Which report type should I request?
For signature request status, use the document_status report type. Available types also include user_activity and sms_activity.
Does the action support an Aeroleads-only filter?
The described action requests Dropbox Sign reports by date range and report type. Any prospect-specific selection must be supported by available report data or supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dropbox sign. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox sign.