Dropbox Sign + Shape + Formatter by Zapier

Create records in Shape Software for new signature requests sent in Dropbox Sign

Find yourself spending too much time adding Dropbox Sign signature requests to your Shape CRM by hand? Now with the help of Zapier, the tedious work is done for you. This integration will automatically add every new signature request from Dropbox Sign to Shape CRM as a new record, saving you time for more important work.

When this happens...
Signature Request SentTriggers when a signature request is sent (requires a paid API plan for non test_mode requests).
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Dropbox Sign, Formatter by Zapier, and more

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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  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
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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

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

Similar apps

Submittable

Forms & Surveys

SignNow

Signatures

DocSend

Ads & Conversion

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

Zapier

Related Zap Templates

Create records in Shape Software for new signature requests signed in Dropbox Sign

Related Zap Templates

Create records in Shape Software for new signature requests signed in Dropbox Sign