Find out which tracked deals are waiting on signatures
Ask Notis to check request status for the deals you track through Agenty and summarize where a follow-up may be useful.
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
You should not have to open each request and then search your deal research just to learn what is waiting.
- Check signer progress and request details for selected requests.
- Connect status review to the deal context you already have.
- Get a focused report on a schedule.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe how to identify the relevant requests and what status changes should be highlighted.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real signature request and confirm its status report.
Questions about this workflow
What details can the status lookup return?
The listed action retrieves current signature request details, including signer status and timestamps when available.
Does the workflow update or resend a request?
No. This action retrieves request details for review; it does not modify the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dropbox sign. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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