Dropbox Sign + Insightly Integrations
How to connect Dropbox Sign + Insightly
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Signature Request DeclinedTriggers when a signature request is declined (requires a paid API plan for non test_mode requests).Trigger- Signature Request SentTriggers when a signature request is sent (requires a paid API plan for non test_mode requests).Trigger
- Signature Request SignedTriggers when a signature request is signed (requires a paid API plan for non test_mode requests).Trigger
- Signature Request ViewedTriggers when a signature request is viewed (requires a paid API plan for non test_mode requests).Trigger
- Send Signature Request From TemplateSends a HelloSign template out for signature request.Action
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Dropbox Sign + Insightly Integrations Work
- Step 1: Authenticate Dropbox Sign and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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