Review signature requests on a schedule
Set a recurring check for Dropbox Sign requests and have Notis bring the available request details into a run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signature Requests
Tool to list signature requests. Use when you need to retrieve paginated signature requests with optional filters.
Why this helps
Pending agreements are easy to forget when checking each request requires a separate visit to Dropbox Sign.
- Create a regular checkpoint for signature requests.
- Review returned request details together in a run report.
- Use a predictable schedule to reduce ad hoc checking.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to list signature requests and summarize the returned statuses and any items needing your attention.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and confirm the returned request details are useful.
Questions about this workflow
Can Notis guarantee this lists only pending requests?
Use filters only if the List Signature Requests action supports them. Otherwise, ask Notis to summarize statuses from the results it receives.
Will the workflow remind signers?
No. It lists requests for your review; no reminder-sending action is included here.
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.
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Webhook trigger
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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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.
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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.
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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