Dropbox Sign + MoonClerk

Send signature requests from template in Dropbox Sign for new plans in MoonClerk

When a new plan gets created in MoonClerk, ensure a smooth follow-up by sending a signature request from a template in Dropbox Sign with this workflow. Easily maintain the flow of documents in your business or organization making it intuitive for both you and your client, saving time and avoiding bottlenecks. Streamline your processes with this efficient document management solution.

When this happens...
New Plan
Triggers when a new recurring plan is created.
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
Try It
- Payment Form (optional)
Trigger
Instant
Try It
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

- 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
Try It
- 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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