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Dropbox Sign + Spiro

Send Dropbox Sign requests when Spiro opportunities change stages

Move the sales process along by automating time-consuming stages like getting signatures. Use this Zap to automatically send your client a Dropbox Sign signature request for them to sign whenever the client enters a new sales stage in Spiro. Zapier will automatically send a proposal to the client to sign so you can immediately move forward with your sale!

Move the sales process along by automating time-consuming stages like getting signatures. Use this Zap to automatically send your client a Dropbox Sign signature request for them to sign whenever the client enters a new sales stage in Spiro. Zapier will automatically send a proposal to the client to sign so you can immediately move forward with your sale!

  1. When this happens...
    SpiroSpiro
    Opportunity Sales Stage Change

    Triggers when opportunity sales stage changes.

    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?
    • Company Attributes

    Trigger
    Instant
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    • Spiro Users

    • Sales Stage

    Trigger
    Instant
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    • Spiro Users

    Trigger
    Instant
    Try It
    • Custom Entity TypeRequired

    • Field Name

    • Field Value

    • Spiro Users

    Trigger
    Instant
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    • Contact Attributes

    Trigger
    Instant
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    • Spiro Users

    Trigger
    Instant
    Try It
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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About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.

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