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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Updated" from ContractSafe.

Add your action

An action happens after the trigger—such as "Send Signature Request From Template" in Dropbox Sign.

You’re connected!

Zapier seamlessly connects ContractSafe and Dropbox Sign, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Contact Updated
Triggers when a contact is updated in a contract
Trigger
Instant
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Get All Contracts
Retreive a list of all Contracts
Trigger
Polling
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- Contract File
  Required
- Folder
- Is Contract Active
- Fully Executed
- My Company
- Counterparties
- Tags
- Effective Date
- Termination Date
- Contract Value
- Currency
- Account
- Approved By
Action
Write
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
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- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Contract ID
  Required
Trigger
Polling
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Contract Termination Date Reminder Updated
Triggers when a termination date reminder is updated
Trigger
Instant
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Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
- Template
  Required
- 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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Learn about AI automation

About ContractSafe

ContractSafe easily organizes and manages your contracts

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Related categories

Documents

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

Similar apps

Submittable

Forms & Surveys

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