Request signature activity reports on a schedule
Keep account activity reporting on your calendar with a recurring request through Dropbox Sign.
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
Remembering to request activity reports at month end adds another manual step to closeout.
- Reduce month-end administrative reminders
- Request account activity data on a cadence
- Keep a record that the report request was made
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which date range and report type to request, and how to report the request outcome.
- 4Choose a recurring Notis cron trigger and select where run reports should go.
- 5Test with one real report request and confirm the request outcome.
Questions about this workflow
Does this action return the CSV immediately?
No. Dropbox Sign generates the report asynchronously and delivers it via email.
Which report types are available?
The listed action supports user activity, document status, and SMS activity reports, with up to two report types per request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Dropbox sign. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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