Dropbox Sign + Sage Intacct
Create new Sage Intacct contacts from signed Dropbox Sign requests
This workflow springs into action as soon as a signature request is signed in Dropbox Sign, creating a new contact in Sage Intacct immediately. It's an efficient way to streamline contact management and stay organized, facilitating seamless transition between both platforms. Enjoy a hands-off approach with this automation, focusing more on productive tasks rather than data entry.
This workflow springs into action as soon as a signature request is signed in Dropbox Sign, creating a new contact in Sage Intacct immediately. It's an efficient way to streamline contact management and stay organized, facilitating seamless transition between both platforms. Enjoy a hands-off approach with this automation, focusing more on productive tasks rather than data entry.
- When this happens...Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
- automatically do this!Create Contact
Triggers when a new contact is created.
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Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try ItSignature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Try ItTemplateRequired
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
Status
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Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try ItSignature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
State
Try It
