Create a signing report for a new Trello board
Start each new project board with a clear view of signing activity.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
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
New projects often begin without a baseline of outstanding signature work.
- Establish a signing baseline at kickoff
- Give founders a compact status snapshot
- Reduce manual report requests
Setup
Build it in a few focused steps.
- 1Connect Trello and Dropbox Sign in Notis once.
- 2Create an automation telling Notis to request the needed Dropbox Sign report for the new project's date range.
- 3Pick Trello New Board Trigger for the workspace.
- 4Choose a report channel and test with one newly created board.
Questions about this workflow
Which report types are available?
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 Trello to Dropbox sign. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
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.
Trello 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.