Dropbox Sign + Join It

Dropbox Sign + Join It integrations

Create signature requests in Dropbox Sign when new memberships are created in Join It

Streamline your membership management process with this integration. When a new membership is created in Join It, it initiates a process that sends a signature request from a template in Dropbox Sign. This workflow removes the manual task of sending documents for signatures each time a new member joins, making the member onboarding process more efficient.

When this happens...
Memberships CreatedTriggers when a new membership is created.
TriggerInstant
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Send Signature Request From TemplateSends a HelloSign template out for signature request.
ActionWrite

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More things you can do with Join It and Dropbox Sign

Discover other triggers and actions you can use with Join It and Dropbox Sign

Memberships All
Triggers on all membership events
Trigger
Instant
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Memberships Inactive
Triggers when a membership goes into an inactive status (canceled or expired).
Trigger
Instant
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Memberships Updated
Triggers when the information associated with a Memberships is updated.
Trigger
Instant
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- Email of Membership
  Required
- Amount of Payment
  Required
- External ID
- ID of Membership Type
Action
Write
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Trigger
Instant
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- Template
  Required
- 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
Action
Write

Memberships Created
Triggers when a new membership is created.
Trigger
Instant
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Memberships Renewal
Triggers when a Membership is renewed.
Trigger
Instant
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Payments Created
Triggers when a new Payment is created
Trigger
Instant
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- Email Address
  Required
Action
Search
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Trigger
Instant
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- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Dropbox Sign

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

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Related categories

Signatures

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Forms & Surveys

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About Join It

Join It provides simple membership management for growing organizations

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Related categories

CRM (Customer Relationship Management)

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