Bring signed contract status into your monthly pipeline review
Get a scheduled status report so completed and pending paperwork has a place in your review routine.
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
Reconstructing signature status at month end takes time and can leave contract progress out of pipeline discussions.
- Request a document status report on a predictable cadence.
- Use report data to inform an Affinity pipeline review.
- Reduce manual status gathering at month end.
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 request a Dropbox Sign document status report for the review period and summarize the result alongside the Affinity deal context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting period and confirm the requested date range and report type.
Questions about this workflow
Is the report delivered instantly?
No. Report creation is asynchronous and the report is delivered by email according to the action description.
Can Notis fill in the reporting period?
Your instruction should specify the period, such as the previous month, and the schedule should run after that period ends.
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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