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Notis

Create a quarterly Dropbox Sign report

Get a recurring view of signing activity without assembling it by hand.

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

Quarterly reviews stall when operational data must be gathered manually.

  • Prepare reviews faster
  • Create consistent reporting
  • Reduce spreadsheet assembly

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Dropbox Sign once in Notis.
  • 2Create an automation named Quarterly signing report.
  • 3Tell Notis which report types and date range to request for the quarter.
  • 4Pick a Notis cron trigger for the quarterly schedule.
  • 5Choose a report channel and test with one real run.

Questions about this workflow

Which report types can be requested?

Dropbox Sign supports user activity, document status, and SMS activity reports, with up to two report types per request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Slides 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

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

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

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.