Dropbox Sign + Optix

Dropbox Sign + Optix integrations

Send invitations to new Optix users to sign membership agreements in Dropbox Sign

A crucial part of the onboarding process, you'll want all new members to sign a membership agreement. Why not let Zapier do the heavy lifting for you? With this integration, new members will receive an email inviting them to sign a membership agreement via Dropbox Sign as soon as you add them as a new user within Optix.

When this happens...
New MemberTriggers when a new member is added to an organization.
TriggerInstant
automatically do this!
Send Signature Request From TemplateSends a HelloSign template out for signature request.
ActionWrite

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More things you can do with Optix and Dropbox Sign

Discover other triggers and actions you can use with Optix and Dropbox Sign

- Venue
  Required
Trigger
Instant
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- Venue
  Required
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Instant
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- Venue
  Required
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- Venue
  Required
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- Venue
  Required
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- Venue
  Required
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- Venue
  Required
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- Venue
  Required
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- First Name
- Last Name
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
- Is Unconfirmed
Action
Write
- Organization
  Required
- Automation ID
  Required
- Email
  Required
Action
Write
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

- Venue
  Required
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Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Venue
  Required
Trigger
Instant
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- Organization
  Required
- Task ID
  Required
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

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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Submittable

Forms & Surveys

SignNow

Signatures

DocSend

Ads & Conversion

About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.

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Related categories

Scheduling & Booking