Dropbox Sign + MoonClerk

Send signature requests from a template in Dropbox Sign for new payments in MoonClerk

Organize and simplify your workflow with this efficient automation. When a new payment is processed in MoonClerk, it immediately sends a signature request from a template in the Dropbox Sign app. This seamless connection ensures timely paperwork, helping to streamline financial tasks and improve client communication. Enhance your business processes and efficiency without additional manual work.

When this happens...
New Payment
Triggers when a payment has been made on MoonClerk.
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

What does this mean?

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Trigger
Instant
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- 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

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Customer 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
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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
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- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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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