Docusign + Dropbox

Upload Dropbox files for new envelopes sent or completed in DocuSign

When you have envelopes sent or completed in your e-signature tool, you may want the details uploaded to your file storage tool. This integration helps by automatically uploading a file in Dropbox when there is a new envelope sent or completed in DocuSign. It's never been easier to keep track of your sent and completed envelopes.

When you have envelopes sent or completed in your e-signature tool, you may want the details uploaded to your file storage tool. This integration helps by automatically uploading a file in Dropbox when there is a new envelope sent or completed in DocuSign. It's never been easier to keep track of your sent and completed envelopes.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    DropboxDropbox
    Upload File

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

Related categories

  • Signatures

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dropbox logo
dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn moreHelp

Related categories

  • File Management & Storage

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