Dropbox Sign + Ignition + Filter by Zapier
Send signature requests from Dropbox Sign when specific services are accepted in Ignition
Do you have additional documents that you need your customer to sign when they accept a specific service in Ignition? This powerful Ignition-Dropbox Sign integration will automatically send a signature request for your Dropbox Sign document template to your client, immediately after they accept a specific service in Ignition.
Do you have additional documents that you need your customer to sign when they accept a specific service in Ignition? This powerful Ignition-Dropbox Sign integration will automatically send a signature request for your Dropbox Sign document template to your client, immediately after they accept a specific service in Ignition.
- When this happens...Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
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