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AdvicePay + Dropbox Sign + Formatter by Zapier

Create AdvicePay invoices when new Dropbox sign signature requests complete

Once your new client signs on, you want to bill them for any fees due ASAP. Once a Dropbox Sign signature request is completed, this Zap automatically finds or creates an AdvicePay client and sends them an invoice.

Note: Don't forget to update the due date formatter and invoice details to match your firm's billing preferences.

When this happens...
Signature Request SignedTriggers when a signature request is signed (requires a paid API plan for non test_mode requests).
TriggerInstant
automatically do this...
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create an InvoiceCreates a new invoice.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Dropbox Sign, AdvicePay, and more

Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Trigger
Polling
Try It
Subscription Activated
Triggers when a subscription is initially activated.
Trigger
Polling
Try It

- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Write
- Amount to be Invoiced, in cents
  Required
- Due Date
  Required
- Client
  Required
- Frequency
  Required
- Billing Periods (numeric)
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription ID
  Required
Action
Write
- Page
- Subscriptions per Page
- Filter by Subscription Status
- Filter by Subscription Frequency
- Filter by Advisor
- Filter by Client
Action
Write
- Client Email
  Required
Action
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
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
Invoice Paid
Triggers when an invoice is paid.
Trigger
Polling
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Polling
Try It
- Amount to be Invoiced
  Required
- Due Date
  Required
- Client
  Required
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice ID
  Required
Action
Write
- Page
- Invoices Per Page
- Invoice Status
- Invoice Frequency
- Invoices Paid After...
- Invoices Paid Before...
- Advisor
- Client
Action
Write
- Page Size
- Verified
- Email
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Search or write

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

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Related categories

Commerce

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!

HelpHelp

Related categories

Signatures

Similar apps

Submittable

Forms & Surveys

SignNow

Signatures

DocSend

Ads & Conversion

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.

Learn moreLearn moreHelpHelp

Related categories

Documents

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