Get a regular report of signature request activity
Request a document status report on a schedule and keep signature activity easier to review.
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
Building a clear picture of signing activity can take too much time when requests are scattered across multiple records.
- Request a document status report on a recurring cadence.
- Reduce manual report setup.
- Make signature activity easier to review over time.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the report type and date range the workflow should request.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real reporting period and confirm the report request.
Questions about this workflow
Is the report available immediately?
No. Report creation is asynchronous and the report is delivered by email.
Which report type should I request?
The action lists document_status for signature request status. State the date range and report type in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dropbox sign. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.