Connect Dropbox Sign and Yuccan to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Dropbox Sign with Yuccan - no code necessary. See how you can get setup in minutes.

100%

Help

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 "Signature Request Declined" from Dropbox Sign.

Add your action

An action happens after the trigger—such as "Add Comment to a Lead" in Yuccan.

You’re connected!

Zapier seamlessly connects Dropbox Sign and Yuccan, 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.

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
- Lead ID (optional, for Search only)
Trigger
Instant
Try It
Lead Affected
Lead has been affected to another Sales Rep.
Trigger
Instant
Try It

New Ambassador
Triggers when a new Ambassador joined your program.
Trigger
Instant
Try It
New Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Trigger
Instant
Try It

- Lead ID
  Required
- Comment
  Required
- Notify Ambassador
- Author (SalesRep ID)
- Locale
Action
Write
- Lead ID
  Required
- Custom message (optional)
- Locale
- Company (Partnership only)
Action
Write
- Company name
  Required
- Postal address
  Required
- Plan unique identifier (ID)
  Required
- Company Size
  Required
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
Action
Write
- Sales Rep ID
  Required
Action
Write
- Satisfaction Questionnaire ID
  Required
- Sales Rep
  Required
- Customer First Name
  Required
- Customer Last Name
  Required
- Customer Email Address
  Required
- Customer Phone Number
- Metadata
- Company (Partnership only)
- Locale
Action
Write
- Lead ID
  Required
- Target step
  Required
- Reward Level Name
- Reset Reward Level
- Notification Message
- Bonus payment
- Revenue generated
- Estimated payment date
- Validated by Sales Rep
- Invite Lead in Ambassador Program
- Locale
Action
Write
- Search by name
  Required
Action
Search
- Search query
- Search in data (Name of the field)
- Search in data (Value of the field)
- Lead ID
- Company (Partnership only)
Action
Search
- Questionnaire name
- Questionnaire ID
- Company (Partnership ONLY)
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
Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Trigger
Instant
Try It
Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Trigger
Instant
Try It
- Lead ID
  Required
- Sales Rep ID
  Required
- Locale
Action
Write
- Ambassador Unique ID
  Required
- Ambassador List
  Required
- Action
  Required
Action
Write
- Branch
  Required
- First name
  Required
- Last name
  Required
- Email address
  Required
- Job position unique identifier (ID)
  Required
- Permissions
- Display on mobile app
- Enable monthly performance notification
- Notify by email
- Manager
- External ID
- Locale
Action
Write
- Ambassador ID
  Required
- Sales Rep in charge
- Branch ID
- Custom fields
  Required
Action
Write
- Branch
- First Name
  Required
- Last Name
  Required
- Email address
  Required
- Relationship
  Required
- Phone number
- Sales rep ID in charge
- Welcome gift amount
- Welcome gift ways and means
- Locale
Action
Write
- Email address
- Phone number
- Company (Partnership only)
Action
Search
- Only for answers
- Branch unique identifier
- Sales Rep unique identifier
- Invitation source
- Company (Partnership only)
Action
Search
- Email address
- First name
- Last name
- First account created
- Has Permission(s)
- Company (Partnership only)
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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

Learn about AI automation

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