Dropbox Sign
Electronic signature and document workflow API (formerly HelloSign) for sending, tracking, and managing signature requests, templates, and embedded signing.
Three ways to use Dropbox Sign
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Dropbox Sign.
Add User to Team
Invite a user to the team by email or add an existing account.
Add User to Template
Grant a user or team access to a template.
Bulk Create Embedded Signature Request With Template
Asynchronously create up to 250 embedded signature requests from a template.
Bulk Send With Template
Asynchronously send up to 250 signature requests from a single template.
Cancel Signature Request
Cancel an incomplete signature request; signers can no longer sign.
Create Account
Create a new Dropbox Sign account by email address.
Supported triggers
Start a workflow when something happens in Dropbox Sign.
Signature Request Sent in Dropbox Sign
Triggers when a new signature request is sent to signers
Signature Request All Signed in Dropbox Sign
Triggers when every signer has signed and the signature request is complete
Signature Request Signed in Dropbox Sign
Triggers each time an individual signer signs a signature request (fires per signer, not just on completion)
Signature Request Viewed in Dropbox Sign
Triggers when a signer opens and views a signature request
Signature Request Declined in Dropbox Sign
Triggers when a signer declines to sign a signature request
Signature Request Status Changed in Dropbox Sign
Triggers when a signature request emits any of the selected events. Use the pre-baked triggers (Sent, All Signed, Signed, Viewed, Declined) when you only need one. This trigger is for reacting to multiple events in one workflow.
Get started automating Dropbox Sign
Ready-to-use workflows
Prompts using Dropbox Sign
Turn signed Dropbox Sign contracts into a renewal countdown
Read the terms hiding inside your executed contracts, then track every auto renewal by the date your cancellation window shuts.
Contract chase desk for stuck Dropbox Sign signatures
See every signature request still waiting, who is actually blocking it, and how much revenue is stuck, then fix it without leaving the page.
See which new hire documents each starter still owes
One grid of every new starter against every document they need to sign, so People Ops knows exactly who to chase before day one.
File signed Dropbox Sign contracts into a Notion registry
Every 30 minutes, log each newly signed Dropbox Sign contract into a Notion registry and post a clean recap to Slack so nothing slips through.
Turn signed offer letters in Dropbox Sign into BambooHR new hires
Every 30 minutes, pull just-signed offer letters from Dropbox Sign, create the employee in BambooHR with the signed PDF attached, and welcome them in Slack.
Auto-send contracts when a HubSpot deal hits Contract Sent
When a deal moves to Contract Sent in HubSpot, fire off the right Dropbox Sign template to the primary contact and ping the deal team in Slack.
Weekday digest of stalled Dropbox Sign requests
Every weekday at 9am, get a Slack digest of signature requests gone quiet, with smart reminders and a deals-at-risk callout for the worst offenders.
Send a Dropbox Sign contract for every new Typeform intake
Every new client intake form fires off the right contract for signature and logs the send to a Google Sheet so finance can reconcile signed deals later.
