Dropbox Sign + Redtail CRM

Create contacts in Redtail CRM and send signature requests from a template in Dropbox Sign

Efficiently streamline your new client onboarding process with this seamless workflow between Redtail CRM and Dropbox Sign. When a new contact is created in Redtail CRM, a signature request from a template is sent through Dropbox Sign. This automation saves you time and ensures prompt collection of important signatures for a smooth and organized client experience.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send Signature Request From Template
Sends a HelloSign template out for signature request.
ActionWrite

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Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
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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- TemplateRequired
- 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!

Related categories

Signatures

Similar apps

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn more