Check signature progress for active CMS campaigns
Get a focused status review of signature requests connected to campaigns your team is still working on.
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
Signature progress can disappear into a separate tool, leaving campaign owners unsure which agreements still need attention.
- Review request status without manually opening each request.
- Focus the check on campaigns marked active in the CMS.
- Make pending or declined requests easier to spot in run reports.
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 find active campaigns, locate their signature request identifiers, retrieve each request status, and summarize exceptions.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real campaign and verify the status summary.
Questions about this workflow
Will the workflow send reminders to signers?
No. This workflow retrieves signature request details and reports status; it does not send signer reminders.
What does Notis need to match a campaign to a request?
A signature request identifier or another reliable reference must be available in the CMS content or supplied to the automation.
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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No card. Works with personal or business Dropbox sign.