Catch completed agreements that still need filing
A signed agreement may still need to be saved in your records. Let Notis surface completed requests so filing does not rely on memory.
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
Once everyone signs, the request can disappear from view before someone files the completed agreement where it belongs.
- Surfaces completed requests for the next recordkeeping step
- Keeps filing work visible after signing finishes
- Reduces reliance on remembering to revisit completed requests
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the completed request review.
- 3Tell Notis to list completed signature requests and report the details you need for filing.
- 4Choose a recurring Notis schedule and select a report channel.
- 5Run once and verify the report helps you identify completed items.
Questions about this workflow
Does this download or file the signed documents?
No. It lists requests and reports returned details. Use a separate process to download or store the files.
Can it find requests completed in a chosen period?
State the period in your instruction. This depends on the date and status details returned by Dropbox Sign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dropbox sign. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe 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.