Request a Dropbox Sign report from a Zendesk ticket
Start the reporting task from the support request and keep the requested scope visible.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Reporting requests get lost when the support team must hand them off to an operations queue.
- Standardize reporting requests
- Preserve date range and report type context
- Reduce manual report setup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dropbox Sign in Notis once.
- 2Create an automation that recognizes report requests and extracts the requested date range and report types.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel and test with one real reporting ticket.
Questions about this workflow
Which report types can be requested?
Dropbox Sign supports user activity, document status, and SMS activity reports, with up to two types per request.
How are reports delivered?
Dropbox Sign generates them asynchronously and delivers them by email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dropbox sign. A trigger fires from one place; an action lands in another.
Zendesk triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
New User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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.
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.
Zendesk and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox sign.