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Dropbox Sign + Shape + Formatter by Zapier

Create records in Shape Software for new signature requests signed in Dropbox Sign

Make sure you act on every new signature request signed in Dropbox Sign with this Zapier integration. This Zap will automatically add every new signature request signed to Shape CRM as a record.

Make sure you act on every new signature request signed in Dropbox Sign with this Zapier integration. This Zap will automatically add every new signature request signed to Shape CRM as a record.

  1. When this happens...
    Dropbox SignDropbox Sign
    Signature Request Signed

    Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Dropbox Sign triggers, actions, and search

    Signature Request Sent

    Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

    Trigger
    Instant
    Try It
  • Dropbox Sign triggers, actions, and search

    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
    • TransformRequired

    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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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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