ClientRock + Dropbox Sign
Send Dropbox Sign signature requests when new ClientRock meetings are booked
This integration will send a Dropbox Sign form/signature request to your clients when they book a ClientRock meeting so you don't have to chase them down for information or signatures.
This integration will send a Dropbox Sign form/signature request to your clients when they book a ClientRock meeting so you don't have to chase them down for information or signatures.
- When this happens...New Meeting
Triggers when a new meeting is created.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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TeamRequired
Try ItTeamRequired
Engagement TemplateRequired
Contact NameRequired
Contact EmailRequired
Contact Phone
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try ItSignature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Try It
TeamRequired
Engagement TemplateRequired
Contact NameRequired
Contact EmailRequired
Contact Phone
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try ItSignature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Try ItTemplateRequired
Is Your HelloSign API Plan Paid?
Subject
Message
After Signing Redirect URL
Title
Metadata #1 Name
Metadata #1 Value
Metadata #2 Name
Metadata #2 Value
