Send signature requests from Dropbox Sign when specific services are accepted in Ignition
Do you have additional documents that you need your customer to sign when they accept a specific service in Ignition? This powerful Ignition-Dropbox Sign integration will automatically send a signature request for your Dropbox Sign document template to your client, immediately after they accept a specific service in Ignition.
Do you have additional documents that you need your customer to sign when they accept a specific service in Ignition? This powerful Ignition-Dropbox Sign integration will automatically send a signature request for your Dropbox Sign document template to your client, immediately after they accept a specific service in Ignition.
- When this happens...Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
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