See which customer agreements need follow-up
Get a regular view of signature progress so outstanding agreements do not disappear from the sales workflow.
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
Checking multiple signature requests manually makes it easy to miss a viewed, declined, or still-pending agreement.
- Review request status on a predictable schedule.
- Make follow-up needs easier to scan.
- Connect signature progress with available customer context.
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 which open requests to review and what follow-up summary is useful.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real open signature request and inspect the report.
Questions about this workflow
Will this send a follow-up message to the signer?
This workflow retrieves signature request details. It can report follow-up needs, but this action does not send a signer reminder.
Can it check the request status?
Yes. The Get Signature Request action retrieves current status and details when supplied with a request ID.
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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