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Notis

Look up a signature request from an email question

When someone asks where a signature stands, have Notis retrieve the matching Dropbox Sign request details for you to review in the run report.

Trigger

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

Action

Get Signature Request

Retrieves the current status and complete details of a signature request by ID. Use this action to: - Check if signers have viewed, signed, or declined the request - Get signer information and signature timestamps - Access form field responses and custom field values - Retrieve URLs for document downloads and management - Monitor signature request progress and completion status Returns detailed information including signer names, emails, signing status, custom fields, response data, attachments, and signing options. Handles errors gracefully with structured error responses for invalid or non-existent signature request IDs.

Why this helps

A simple status question can trigger a distracting search across email and Dropbox Sign.

  • Respond to status questions with current request details at hand.
  • Reduce context switching between inbox and signing dashboard.
  • Keep ambiguous request references flagged for review.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Dropbox Sign once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation.
  • 3Tell Notis to retrieve request details only when an incoming email asks about signing status and clearly identifies the request.
  • 4Pick New Gmail Message Received as the trigger and choose where run reports go.
  • 5Test with one real status question that identifies an existing request.

Questions about this workflow

Does it automatically reply to the sender?

No. This action retrieves request details. The run report can give you the information to use in a reply.

What if the email does not identify the request?

Tell Notis to report that it could not identify the request rather than guessing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Dropbox sign. A trigger fires from one place; an action lands in another.

Gmail triggers

Dropbox sign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Invite User to Team

Tool to invite a user to your Team. Use when you need to add a member by email or account ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add User to Template

Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.

ActionInstant

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Bulk create embedded signature request with template

Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Bulk send with template

Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.

ActionInstant

Cancel Signature Request

Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.

ActionInstant

Create Dropbox Sign Account

Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.

ActionInstant

Create API App

Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.

ActionInstant

Create Embedded Signature Request

Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Dropbox sign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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