DocuSign + Dropbox

Upload newly-signed DocuSign envelopes to Dropbox

Once your contracts are signed, you'll want to store them somewhere safe! Use this integration to automatically upload newly signed DocuSign envelopes to Dropbox, and save yourself the time of manually doing it.

When this happens...
Envelope Sent or Completed
Triggers when an envelope is sent or completed. 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
automatically do this!
Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.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.
Action
Write
- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Trigger
Scheduled
Try It
- FolderRequired
  Where to save the file.
- FileRequired
  Must be a file object from another service (or some URL).
- Overwrite
  Whether we should overwrite this file (if one of the same name exists) or not.
- Specify File Name
  Advanced: By default, we use the same name as the file from the trigger. If you need to change the name, enter a value here. The original file extension will be appended.
- Specify File Extension
  Advanced: If you specify a file name, you can also specify an extension (include the initial ".").
Action
Write

- FolderRequired
  Where to save the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to put inside the new text file.
- Overwrite
  Whether we can overwrite this file (if one of the same name exists) or not.
Action
Write
- FileRequired
  File you would like to rename. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New NameRequired
  What you'd like to rename the file too (without extension, ie .pdf).
Action
Write

- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Folder NameRequired
- Include Deleted Folders?
Action
Search
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Search TermRequired
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- FolderRequired
  Check a specific folder for new folders. Keep clicking to go inside folders. Please note: new folders added to folders inside the folder you choose here will NOT trigger this Zap.
Trigger
Scheduled
Try It
- FolderRequired
  Parent folder, like /TextFiles/ or /Documents/Taxes/.
- Folder NameRequired
Action
Write
- FileRequired
  File you would like to move. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New LocationRequired
  Where to move the file.
Action
Write
- FolderRequired
  Where to find the file that will be updated, or where to create the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to append to the text file.
Action
Write
- PathRequired
  The path to be shared by the shared link, e.g. /Documents/Taxes or /Documents/Taxes/notes.txt.
- Requested Visibility
  The access permission that can be requested by the caller for the shared link. Note that the final resolved visibility of the shared link takes into account other aspects, such as team and shared folder settings.
- Link Password
  If Requested Visibility is Password this is needed to specify the password to access the link.
- Expires At
  Expiration time of the shared link. By default the link won't expire.
Action
Write
- Api Docs Info
  API docs for Dropbox are located here http://dropbox.github.io/dropbox-sdk-js/Dropbox.html
- 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.
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- File NameRequired
- Include Deleted Files?
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search

About DocuSign

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

Related categories

Signatures

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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.

Related categories

File Management & Storage

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DocuSign + Dropbox

Upload newly-signed DocuSign envelopes to Dropbox

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New File in Folder

FolderRequired

Include file contents?

Upload File

FolderRequired

FileRequired

Overwrite

Specify File Name

Specify File Extension

Create Text File

FolderRequired

File NameRequired

File ContentRequired

Overwrite

Rename File

FileRequired

New NameRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Find Folder

FolderRequired

Folder NameRequired

Include Deleted Folders?

Find File (Content Search)

FolderRequired

Search TermRequired

Include file contents?

New Folder

App Extensions (Beta)

Owner

App ExtensionRequired

New Folder

FolderRequired

Create Folder

FolderRequired

Folder NameRequired

Move File

FileRequired

New LocationRequired

Create or Append to Text File

FolderRequired

File NameRequired

File ContentRequired

Create Shared Link

PathRequired

Requested Visibility

Link Password

Expires At

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find File

FolderRequired

File NameRequired