Refound your company for the AI era at ZapConnect 2026. Save your spot →

Dropbox Sign + Process Street

Send signature requests from template in Dropbox Sign when tasks are ready in Process Street

Automate your workflow to save time and increase productivity. With this setup, whenever a task is ready in Process Street, the system will immediately send a signature request from your saved template in Dropbox Sign. It’s a perfect solution for streamlining your process, eliminating manual data transfer, and speeding up response time.

When this happens...
Task ReadyTriggers when a task is ready to be worked on.
TriggerInstant
automatically do this!
Send Signature Request From TemplateSends a HelloSign template out for signature request.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Process Street and Dropbox Sign

Discover other triggers and actions you can use with Process Street and Dropbox Sign

- Workflow
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It

- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
Signature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Data Set
  Required
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
Action
Search or write
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
- 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!

HelpHelp

Related categories

Signatures

Similar apps

Submittable

Forms & Surveys

SignNow

Signatures

DocSend

Ads & Conversion

About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn moreLearn moreHelpHelp

Related categories

Productivity

Similar apps

Checkvist

Task Management

Manifestly Checklists

Product Management

Mitti

Product Management

Related Zap Templates

Send signature requests from a template in Dropbox Sign when new tasks are checked in Process Street

Related Zap Templates

Send signature requests from a template in Dropbox Sign when new tasks are checked in Process Street