See who has access to your signing team
A clear member and role list makes periodic access reviews easier. Have Notis retrieve the team membership details Dropbox Sign provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Members
Lists all members and their roles for a specific team. Returns a paginated list of team members with their account IDs, email addresses, and roles. Requires team_id which can be obtained from LIST_TEAMS or GET_TEAM_INFO actions. Supports pagination for teams with many members.
Why this helps
Team membership changes over time, and access reviews are easy to postpone when the list takes effort to gather.
- Puts member and role details in a reviewable report
- Makes recurring access reviews easier to finish
- Helps identify entries that need a human decision
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 team access review.
- 3Tell Notis to list team members and roles and summarize changes or entries you want to review.
- 4Choose a recurring Notis schedule and select a report channel.
- 5Run once and confirm the report reflects the intended team.
Questions about this workflow
Will this remove a team member?
No. It lists team members and roles for review. Any access changes should be made deliberately in the appropriate account workflow.
Does this compare against last month's list?
Not unless you supply a prior list or baseline. The action returns current team membership details.
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
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