Dropbox Sign + Teamleader Focus

Send signature requests from a Dropbox Sign template for new Teamleader Focus companies

Save time and streamline your workflow by automating signature requests for new Teamleader Focus companies with this integration. Whenever a new company is added in Teamleader Focus, this automation sends a signature request from a template in Dropbox Sign. This way, you can ensure that important documents are signed promptly without manually monitoring the process.

When this happens...
New Company
Triggers when a new Company is added.
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

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
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
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- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
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
- 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!