Request document status reports on a schedule
Set a recurring prompt for the signature status report you need, then let Dropbox Sign deliver its generated CSV by email.
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
Preparing a regular view of agreement progress can mean repeating the same reporting steps and waiting until someone remembers.
- Request a document status report on a predictable cadence.
- Reduce repeat setup for recurring reporting needs.
- Keep the report scope and date range explicit in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify the report type and date range in one instruction.
- 3Pick a recurring schedule as the trigger and choose where run reports should go.
- 4Test with one real run and confirm the Dropbox Sign report request is accepted.
Questions about this workflow
Does the CSV arrive in the Notis report channel?
Dropbox Sign generates reports asynchronously and delivers them via email. The Notis run report can confirm the automation ran, while Dropbox Sign sends the CSV.
Which report type should I request?
Create Report supports document_status, user_activity, and sms_activity. Specify the report type and date range in your instruction.
Can the report cover multiple types?
The action supports up to two report types per request. State the types you need in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Dropbox sign. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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