See which investor signature requests still need attention
Get a concise review of outstanding signature requests alongside the deal context you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signature Requests
List signature requests.
Why this helps
Pending contracts can disappear between pipeline reviews and inbox follow-ups.
- Bring pending signature requests into a recurring review.
- Use supplied Affinity deal context to make the report easier to act on.
- Spot requests that may need a personal follow-up.
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 outstanding Dropbox Sign requests, compare them with the Affinity deal context you provide, and report the items needing follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the request statuses and deal matches.
Questions about this workflow
Can this workflow read an Affinity event directly?
No. Affinity has no listed trigger events. This workflow starts on a schedule, and your instruction can use Affinity data available through the connected app.
Can it decide how long a request has been pending?
It can report dates returned by the apps. Set any follow-up age threshold in your instruction, or identify missing date information.
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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