How to connect Docupilot + Dropbox Sign
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DocumentRequired
Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
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 ItApi Docs Info
API docs for Dropbox Sign are located here https://developers.hellosign.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}
is perfectly valid.
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
To create a new Template, check out the Template setup walkthrough.
Is Your HelloSign API Plan Paid?
If you do not have a paid API plan, your signature request will be sent in test mode only (non-legally-binding).
Subject
Example: "ATTN: Non-disclosure agreement for your signature"
Message
This will display in the email's body.
After Signing Redirect URL
The URL you want the signer redirected to after they successfully sign.
Title
Example: "Signature request from NDA Template"
Metadata #1 Name
Allows you to pass a hidden key/value pair that will be stored with this signature_request. This parameter is for the name of the 1st hidden value.
Metadata #1 Value
Allows you to pass a hidden key/value pair that will be stored with this signature_request. This parameter is for the value of the 1st hidden metadata field.
Metadata #2 Name
Allows you to pass a hidden key/value pair that will be stored with this signature_request. This parameter is for the name of the 2nd hidden metadata field.
Metadata #2 Value
Allows you to pass a hidden key/value pair that will be stored with this signature_request. This parameter is for the value of the 2nd hidden metadata field.
How Docupilot + Dropbox Sign Integrations Work
- Step 1: Authenticate Docupilot and Dropbox Sign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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