Track the progress of investor agreement batches
Know whether a bulk agreement job is progressing or needs attention without repeatedly checking the signing dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bulk Send Job
Retrieve the current status and progress of a bulk send job.
Why this helps
After sending a batch, it is easy to lose track of job progress while returning to other founder work.
- Check bulk job status as part of a scheduled review.
- Bring returned job progress into the deal follow-up routine.
- Make stalled or incomplete batches easier to notice.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list or check the relevant Dropbox Sign bulk send jobs and summarize their status alongside the supplied Affinity deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real bulk job and confirm the reported status.
Questions about this workflow
Does this send any new signature requests?
No. It checks the status of existing bulk send jobs.
How does it know which jobs relate to which deals?
Provide job identifiers or enough returned and supplied context for a reliable match. If the mapping is unavailable, have Notis report that gap.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dropbox sign. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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