Dropbox Sign + Process Street

Dropbox Sign + Process Street integrations

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

With this workflow, whenever a new task is checked off in Process Street, a signature request is instantly sent from a preset template in Dropbox Sign. It smoothly streamlines your task completion and signature request processes, abolishing the need for manual intervention. Perfect for teams that rely on quick turnarounds and seamless process management.

When this happens...
New Task CheckedTriggers when a task is checked off in a workflow.
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 Process Street and Dropbox Sign

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

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

- Data Set
  Required
Trigger
Instant
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- Data Set
  Required
Trigger
Instant
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- Workflow
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- 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
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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!

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

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Checkvist

Task Management

Manifestly Checklists

Product Management

SafetyCulture

Product Management

Related Zap Templates

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

Related Zap Templates

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