Get a monthly report of signing activity
When you need a regular record, Notis can request Dropbox Sign's available CSV reports for the date range you specify.
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
Pulling signing activity together by hand takes time and makes regular review harder to sustain.
- Requests a repeatable report for a chosen period
- Supports review of activity or document status data
- Reduces manual report setup
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 monthly report request.
- 3Tell Notis which available report types and date range to request.
- 4Choose a monthly Notis schedule and select a report channel.
- 5Run once and confirm Dropbox Sign accepts the report request.
Questions about this workflow
Is the CSV delivered immediately?
No. Dropbox Sign generates reports asynchronously and delivers them via email.
Which report types are available?
The action 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 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.