Keep priority deal signatures visible
Give your highest priority deals a simple status check that fits into your regular review routine.
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
Priority contracts can be waiting on a signer while the deal team assumes someone else is tracking them.
- Retrieve details for specified signature requests.
- Focus regular checks on the deals you identify as priority.
- Summarize signer progress and relevant follow-up needs.
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 retrieve the status of the specified signature requests for priority deals and summarize signers who have viewed, signed, or declined.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real request and verify that its status and signer details match.
Questions about this workflow
Can the workflow discover every priority deal automatically?
Your instruction needs a way to identify priority deals and their request IDs. Supply that context or use data available through the connected apps.
Can it tell whether someone declined?
The action returns signature request details including signer status, so the workflow can report a decline when the response includes it.
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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