Keep signature status follow-up on your radar
Set a recurring Notis check to retrieve Dropbox Sign request statuses and surface the requests that need your attention in AgencyZoom.
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
Checking signature progress across AgencyZoom and Dropbox Sign takes repeated context switching and can cause follow-ups to slip.
- Review signature request status on a recurring schedule.
- See which requests may need follow-up without checking Dropbox Sign manually.
- Receive a report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve Dropbox Sign signature requests and report status details relevant to AgencyZoom follow-up, noting when the available data does not identify an AgencyZoom record.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the report is useful for follow-up.
Questions about this workflow
Can Notis match every Dropbox Sign request to an AgencyZoom client?
Only when the available request details identify the corresponding AgencyZoom record. If they do not, the automation should flag the missing link rather than guess.
Does this workflow change signature requests?
No. It retrieves requests and reports their status; it does not edit or cancel them.
How does the automation start?
A Notis cron trigger starts it on the recurring schedule you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dropbox sign. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox sign.