See which prospect agreements need follow-up
Get a focused status review of prospect signature requests so the next follow-up is easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signature Request
Retrieve the current status and details of a signature request.
Why this helps
Signature requests can sit unnoticed when checking each prospect agreement means opening them one by one.
- Reduce manual checking across open signature requests.
- Bring viewed, signed, or declined status into a scheduled review.
- Make prospect follow-up easier to prioritize.
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 which prospect signature requests to review and how to summarize signer status in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real request and confirm the status summary is useful.
Questions about this workflow
Does this send reminders to signers?
No. It retrieves the current signature request details and supports a status review; it does not send signer reminders.
What status information can be reviewed?
Dropbox Sign can provide details such as whether signers viewed, signed, or declined the request, along with signer information and timestamps.
What request information is required?
Notis needs enough context to identify the relevant signature requests, such as request IDs or an available way to find them.
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.