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Dropbox Sign + Pipeline CRM

Send Dropbox Sign templates for changed deal statuses on Pipeline CRM

If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this Pipeline CRM Dropbox Sign integration. From the moment it's turned on, it will trigger for a Pipeline CRM status change according to your settings, automatically adding that data to a Dropbox Sign template that will be sent out for signing.

If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this Pipeline CRM Dropbox Sign integration. From the moment it's turned on, it will trigger for a Pipeline CRM status change according to your settings, automatically adding that data to a Dropbox Sign template that will be sent out for signing.

  1. When this happens...
    Pipeline CRMPipeline CRM
    Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

    TriggerInstant
  2. automatically do this!
    Dropbox SignDropbox Sign
    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?
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source

    • Status

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • All Day?

    • Association Type

    • Association ID

    • Start Time

    • End Time

    • Category

    • Owner ID

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
hellosign logo
hellosign logo

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!
Help

Related categories

  • Signatures

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