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Notis

Get a daily review of open signature requests

Start the day with a short list of contracts that need attention.

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

Open requests age quietly until a signer or deal is already waiting on you.

  • Surfaces stalled work
  • Creates a predictable review habit
  • Reduces manual dashboard checks

Setup

Build it in a few focused steps.

  • 1Connect Dropbox Sign in Notis once.
  • 2Create an automation for daily signature follow-up.
  • 3Tell Notis to list open requests, identify those needing action using the context you provide, and summarize the next step for each.
  • 4Pick a recurring Notis schedule and choose a report channel.
  • 5Test with one scheduled run and review the summary.

Questions about this workflow

Can it know which requests are high priority?

Provide the priority context or criteria in the instruction; Dropbox Sign alone does not supply your business priority.

Can it send reminders?

This workflow reviews and reports status. Add a separate action when you want a request changed or resent.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook 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 Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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