Request Dropbox Sign status reports on schedule
Set a recurring reminder through action: Notis can request Dropbox Sign document status CSV reports for your chosen date range.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Report
Request creation of CSV report(s) for a specified date range. Reports are generated asynchronously and delivered via email. Available report types: user_activity (account activity), document_status (signature request status), sms_activity (SMS delivery info). You can request up to 2 report types per call. Date range can be up to 12 months, with start_date no more than 10 years in the past. Note: This feature may require a paid plan.
Why this helps
Remembering to request a signing activity report adds another recurring task to an already full week.
- Automate the report request cadence
- Request document status data for a defined date range
- Reduce recurring admin reminders
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to request a document status CSV report for the date range you need each time it runs.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does the action deliver a CSV immediately?
Reports are generated asynchronously and delivered via email.
Which report type fits this workflow?
Document status reports cover signature request status.
Can I request other report types too?
Dropbox Sign also lists user activity and SMS activity reports; specify a supported type in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dropbox sign. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail 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.