Review signature activity and open requests
Make signature operations easier to scan by bringing request status and relevant document context into one report.
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
A founder or operations lead can miss stalled requests when activity and document details are checked in separate places.
- Request activity and document status reports on a schedule.
- Summarize supplied contract context for clearer review.
- Surface requests that may need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to request the needed Dropbox Sign user activity and document status reports, then summarize supplied document context with Affinda and highlight follow-up items.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test one run and confirm the report types and follow-up summary fit your review.
Questions about this workflow
Can the report action request both report types?
The listed action supports up to two report types per request.
Does this automatically contact signers about overdue requests?
No. It requests reports and summarizes follow-up items; it does not send reminders to signers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dropbox sign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.