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Choose a Trigger

Choose an Action

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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 "Customer Satisfaction Rating Received" from Dixa.

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 Dixa 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.

- Note
Trigger
Instant
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- info
Trigger
Instant
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- info
Trigger
Instant
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Tag Removed From Conversation
Triggers when a tag is removed from a conversation
Trigger
Instant
Try It
- Conversation ID
  Required
- Message Text
  Required
- Direction
  Required
Action
Write

- Conversation ID
  Required
- Status
  Required
Action
Write
- Requester ID
  Required
- Direction
  Required
- Email Integration Endpoint
  Required
- Subject
  Required
- Message
  Required
- Language
Action
Write

- End User ID
  Required
- Info
Action
Write
- Action
  Required
- Tag
  Required
- Conversation ID
  Required
Action
Write
- User ID
  Required
- Phone Number
- Email Address
- Display Name
- First Name
- Last Name
- Middle Names
Action
Write
- User ID
  Required
Action
Search
- Conversation ID
  Required
Action
Search
- CSID
  Required
Action
Search
- Search Query
  Required
- Exact Matches only?
  Required
Action
Search
- Email Address
  Required
- Role
  Required
Action
Search
- External ID
  Required
- Name
  Required
- Email
- Phone number
- Avatar URL
- Role
  Required
Action
Search or write
- Phone number
  Required
- Role
  Required
- Name
  Required
- Email
- Avatar URL
- External ID
Action
Search or write
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

- info
Trigger
Instant
Try It
- info
Trigger
Instant
Try It
- info
Trigger
Instant
Try It
- Conversation ID
  Required
- Agent ID
- Message
  Required
Action
Write
- Type
  Required
Action
Write
- User ID
- Caller ID
  Required
- Direction
- Destination queue
Action
Write
- Name
  Required
- Email
- Phone number
- Avatar URL
- External ID
- Role
  Required
Action
Write
- Conversation ID
  Required
- Info
Action
Write
- CSID
  Required
- Queue
  Required
Action
Write
- CSID
  Required
Action
Search
- External ID
  Required
Action
Search
- Conversation ID
  Required
Action
Search
- User Id
  Required
- Role
  Required
Action
Search
- Queue ID
  Required
Action
Search
- Phone number
  Required
- Role
  Required
Action
Search
- Email
  Required
- Role
  Required
- Name
  Required
- Phone number
- Avatar URL
- External ID
Action
Search or write
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

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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

Connect Dixa and Dropbox Sign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Dixa to Dropbox Sign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Dixa

Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one single platform.

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Related categories

Customer Support

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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