Dropbox Sign + Marketo

Create signature requests in Dropbox Sign from new Marketo leads

Save time and streamline your lead management process with this efficient workflow. When you receive a new lead in Marketo, it will automatically send a signature request from a template in Dropbox Sign. This way, you can easily prepare and track documents for signing without having to manually transfer customer information between platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
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

What does this mean?

- Form
Trigger
Scheduled
Try It
New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write

Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Trigger
Instant
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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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
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!

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