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Dropbox Sign + Recruit CRM + Filter by Zapier

Send signature requests from templates in Dropbox Sign when new deal stages are updated in Recruit CRM

Cut out the manual work of sending signature request documents to clients with this integration. Once active, this Zapier integration will automatically send a signature request from a template in Dropbox Sign when a new deal stage is updated in Recruit CRM.

Cut out the manual work of sending signature request documents to clients with this integration. Once active, this Zapier integration will automatically send a signature request from a template in Dropbox Sign when a new deal stage is updated in Recruit CRM.

  1. When this happens...
    Recruit CRMRecruit CRM
    Deal Stage Updated

    Triggers when a deal stage is updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then 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?
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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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Related categories

  • Signatures

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Zapier Interfaces

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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