Spot older signature requests that may need follow-up
A recurring review can help reveal requests that have been waiting. Notis can call out older items when the returned details include usable dates.
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
Requests that have been waiting can disappear from view once the initial send is complete.
- Bring older requests back into view.
- Use returned dates to prioritize a manual follow-up.
- Avoid assuming timing data that is not present in request details.
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 highlight older items using only dates returned with the requests; report if dates are unavailable.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and verify the available dates support the review.
Questions about this workflow
Can this identify how long a signer has waited?
Only when returned request details include dates that support that calculation. The instruction should ask Notis to state when date information is unavailable.
Does this contact the signer?
No. The workflow highlights requests for your review; it does not send reminders.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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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