Get a regular view of signature status
Bring signature status and document context together in a report your team can scan quickly.
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 follow-up gets scattered when request status and contract context live in separate places.
- Create a regular status report for signature requests.
- Summarize document context alongside request status when source documents are supplied.
- Make follow-up items easier to spot.
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 a Dropbox Sign document status report for the intended date range and summarize supplied document context with Affinda.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one run and confirm the date range and report delivery.
Questions about this workflow
Does the report action return instantly?
Dropbox Sign generates reports asynchronously and delivers them via email, so the run should account for that delivery process.
Can Affinda analyze status data by itself?
Use Dropbox Sign for signature status. Affinda can analyze document content when those documents are supplied.
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
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