Get a recurring signature activity report
Have signature activity prepared for review on a cadence that fits your operations.
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
Manually pulling signature activity for routine reviews takes time away from resolving the items that need attention.
- Reduce the manual work of requesting routine activity reports.
- Keep activity review on a predictable schedule.
- Add supplied intake context to make the report easier to interpret.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to request a Dropbox Sign report for a specified date range and summarize it with any extracted intake context you provide.
- 4Choose the Notis schedule and where run reports should go.
- 5Test with one real reporting period and review the generated report request.
Questions about this workflow
Which report types can Dropbox Sign provide?
The action supports user activity, document status, and SMS activity reports. Specify the report type and date range in your instruction.
Is the report available immediately?
Reports are generated asynchronously and delivered by email, according to the action description.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dropbox sign. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.