Request a monthly report of signature activity
Make the reporting period explicit and request a document status report without rebuilding the date range each month.
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
Preparing a signature status report takes extra effort when the reporting window must be reconstructed every time.
- Request a document status report for a defined period.
- Use an agreed reporting window maintained in CMS content or the prompt.
- Keep the report request on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis in one instruction to determine the reporting date range from the CMS or prompt and request a document status CSV for that range.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real reporting period and confirm the requested report type and dates.
Questions about this workflow
Does this workflow download the CSV?
The listed action requests report creation asynchronously and delivers the generated report by email; it does not download the file.
Where does the date range come from?
Specify the reporting window in the prompt or keep it in CMS content. Notis should not assume a custom reporting period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dropbox sign. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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