Dropbox Sign

Dropbox Sign icon

eSignatures built for small and mid-market businesses

Triggers

Trigger

Configuration fields

Data type

Required?

Signature request file error - A file in the signature request couldn't be converted

 

 

 

Signature request created - A signature request has been sent successfully

 

 

 

Request signature viewed - A signature request has been viewed

 

 

 

Signature request declined - A signature request was declined by a signer

 

 

 

Signature request signed - A signer has completed all required fields on the signature request

 

 

 

Signature request reminder sent - All signers have been sent a reminder to complete the signature request

 

 

 

Signature request completed - All signers have completed all required fields for the signature request

 

 

 

Signature request email bounce - An email address for one of the signers on your signature request has bounced

 

 

 

Signature request downloadable - An updated version of the signed PDF is available for download

 

 

 

Actions

Action

Configuration fields

Data type

Required?

Send embedded signature request - Creates a new signature request with documents to be signed in an embedded iFrame

Attachments - A list describing attachments to send with the signature request

 

 

Required - Set whether or not the attachment must be uploaded. Default: false

Boolean

 

Instructions - The instructions for uploading the attachment

String

 

Name - The name of the attachment

String

Checkmark icon, required field

Signer index - The signers index in the signers parameter (0-based indexing). Only one signer can be assigned per attachment.

Number

Checkmark icon, required field

Allow decline - Choose whether or not signers are able to decline sign a document. Default: false.

Choice

 

Client ID - The client ID of the app youre using to create this embedded signature request

String

Checkmark icon, required field

Email message - The custom email message that will be sent to all signers

String

 

File URL(s) - The file(s) to be downloaded and sent for signature(s). Enter as comma-separated values.

String

Checkmark icon, required field

Signers - The signers to add to the signature request

 

Checkmark icon, required field

Signer PIN - The 4- to 12-character access code that will secure this signer's signature page

String

 

Signer email address - The email address of the signer

Email

Checkmark icon, required field

Signer name - The name of the signer

String

Checkmark icon, required field

Email subject - The subject in the email that will be sent to all signers

String

 

Signature request title - The title you want to assign to the signature request

String

 

Send signature request using a template - Creates and sends a new signature request using a template

Allow decline - Choose whether or not signers are able to decline sign a document. Default: false.

Choice

 

Test mode - Choose whether or not this is a test signature request. The signature request will not be legally binding if set to true. Default: false.

Choice

 

Template - Select the template to use for the signature request

Choice

Checkmark icon, required field

Email message - The custom email message that will be sent to all signers

String

 

File URL(s) - The file(s) to be downloaded and sent for signature(s). Enter as comma-separated values.

String

 

Signers - The signers to add to the signature request

 

Checkmark icon, required field

Role - Must match an existing role in chosen Template. Case sensitive.

String

Checkmark icon, required field

Signer PIN - The 4- to 12-character access code that will secure this signer's signature page

String

 

Signer email address - The email address of the signer

Email

Checkmark icon, required field

Signer name - The name of the signer

String

Checkmark icon, required field

Email subject - The subject of email that will be sent to all signers

String

 

Signature request title - The title you want to assign to the signature request

String

 

Signing redirect URL - The URL you want the signer redirected to after they successfully sign

URL

 

Send signature request - Creates and sends a new signature request for one or more documents

Allow decline - Choose whether or not signers are able to decline sign a document. Default: false.

Choice

 

Test mode - Choose whether or not this is a test signature request. The signature request will not be legally binding if set to true. Default: false.

Choice

 

Email message - The custom email message that will be sent to all signers

String

 

File URL(s) - The file(s) to be downloaded and sent for signature(s). Enter as comma-separated values.

String

Checkmark icon, required field

Signers - The signers to add to the signature request

 

Checkmark icon, required field

Signer PIN - The 4- to 12-character access code that will secure this signer's signature page

String

 

Signer email address - The email address of the signer

Email

Checkmark icon, required field

Signer name - The name of the signer

String

Checkmark icon, required field

Email subject - The subject in the email that will be sent to all signers

String

 

Signature request title - The title you want to assign to the signature request

String

 

Signing redirect URL - The URL you want the signer redirected to after they successfully sign

URL

 

Bulk send signature request using a template - Send a signature request in bulk based on a specified template

Allow decline - Choose whether or not signers are able to decline sign a document. Default: false.

Choice

 

Signer list - Defines values and options for signer fields

 

Checkmark icon, required field

Custom fields - An array of custom field values

 

Checkmark icon, required field

Name - The name of the custom field. Must be the field's name or api_id.

String

Checkmark icon, required field

Value - The value of the custom field

String

Checkmark icon, required field

Signers - The signers to add to the signature request

 

Checkmark icon, required field

Signer PIN - The 4- to 12-character access code that will secure this signer's signature page

String

 

Signer email address - The email address of the signer

Email

Checkmark icon, required field

Signer name - The name of the signer

String

Checkmark icon, required field

Signer role - The role of the signer. Must match an existing role in chosen Template(s). Case-sensitive.

String

Checkmark icon, required field

Template - Select the template to use for the signature request

Choice

Checkmark icon, required field

Email message - The custom email message that will be sent to all signers

String

 

Email subject - The subject of the email that will be sent to all signers

String

 

Signature request title - The title you want to assign to the signature request

String

 

Send new embedded signature request with template - Creates a new signature request based on the specified template in an embedded iFrame

Allow decline - Choose whether or not signers are able to decline sign a document. Default: false.

Choice

 

Template - Select the template to use for the signature request

Choice

Checkmark icon, required field

Client ID - The client ID of the app youre using to create this embedded signature request

String

Checkmark icon, required field

Email message - The custom email message that will be sent to all signers

String

 

File URL(s) - The file(s) to be downloaded and sent for signature(s). Enter as comma-separated values.

String

 

Signers - The signers to add to the signature request

 

Checkmark icon, required field

Role - Must match an existing role in chosen Template. Case sensitive.

String

Checkmark icon, required field

Signer PIN - The 4- to 12-character access code that will secure this signer's signature page

String

 

Signer email address - The email address of the signer

Email

Checkmark icon, required field

Signer name - The name of the signer

String

Checkmark icon, required field

Email subject - The subject of the email that will be sent to all signers

String

 

Signature request title - The title you want to assign to the signature request

String

 

List signature requests - Return a list of signature requests

Account Id

String

 

Query - Text that includes search terms and/or fields to be used to filter signature request results

String

 

Page size - The number of results to be returned per page. Must be between 1 and 100. Default: 20

Example: 100

Number

 

Page - Which page number of signature results to return. Default: 1

Example: 0

Number

 

List templates - Return a list of templates accessible to your account

Account Id

String

 

Query - Text that includes search terms and/or fields to be used to filter template results

String

 

Page size - The number of results to be returned per page. Must be between 1 and 100. Default: 20

Example: 100

Number

 

Page - Which page number of template results to return. Default: 1

Example: 0

Number

 

Send signature reminder - Sends an email to the signer reminding them to sign a signature request

Signature request - Select the signature request to send a reminder for

Choice

Checkmark icon, required field

Email address - The email address of the signer to send a reminder to

String

Checkmark icon, required field

Name - The name of the signer to send a reminder to. Include if two or more signers share an email address.

String

 

Cancel incomplete signature request - Cancels an incomplete signature request

Signature request - Select the signature request to cancel

Choice

Checkmark icon, required field

Get signature request documents - Obtain a copy of the current documents related to a signature request

Signature request - Select the signature request to obtain documents from

Choice

Checkmark icon, required field

Get signature request - Returns the status of a signature request

Signature request - Select the signature request to return the status of

Choice

Checkmark icon, required field