Review signature status once a week
A scheduled status report creates one predictable moment to see which signature requests may need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Report
Request creation of CSV report(s) for a specified date range. Reports are generated asynchronously and delivered via email. Available report types: user_activity (account activity), document_status (signature request status), sms_activity (SMS delivery info). You can request up to 2 report types per call. Date range can be up to 12 months, with start_date no more than 10 years in the past. Note: This feature may require a paid plan.
Why this helps
Checking requests one at a time across the week creates repeated context switching and makes follow-up feel scattered.
- Create a predictable review moment for signature activity.
- Reduce ad hoc checking across multiple requests.
- Keep document status visible without repeatedly reopening each request.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign to Notis; connect BlueFox Email too if your prompt uses its contact context.
- 2Create an automation and ask Notis to request a document-status report for the chosen date range each week.
- 3Select a recurring schedule trigger and choose the channel for run reports.
- 4Test once and confirm the report request uses an acceptable date range.
Questions about this workflow
Does this report show every current request?
The Dropbox Sign report is for a specified date range. Describe the period you want in the prompt.
Will the CSV arrive instantly?
Report generation is asynchronous and the report is delivered by email according to Dropbox Sign's behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BlueFox Email to Dropbox sign. A trigger fires from one place; an action lands in another.
BlueFox Email triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
BlueFox Email and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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