Dropbox Sign + Tally
Dropbox Sign + Tally
Send signature requests from Dropbox Sign for new submissions in Tally
Keep your document signing process moving swiftly with this handy workflow. When a new submission is created in Tally, it generates a signature request from a template in Dropbox Sign. Great for businesses and individuals, this setup ensures your documents are signed off quickly without any manual efforts. It's not only a time-saver but also minimizes the risk of missing out on any important signature requests.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Send Signature Request From TemplateSends a HelloSign template out for signature request.
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More things you can do with Tally and Dropbox Sign
Discover other triggers and actions you can use with Tally and Dropbox Sign
- Select a formRequired
Try ItTriggerInstant- Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try ItTriggerInstant - Signature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Try ItTriggerInstant - Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try ItTriggerInstant - Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Try ItTriggerInstant - 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
ActionWrite
