Dropbox Sign
Get documents signed with Dropbox Sign (formerly HelloSign). Agents find signature requests and templates, send from a template or a file, remind signers, fix bounced email addresses, cancel requests and file the signed PDFs.
- Category
- E-signature
- Ways to connect
- 2
- Actions for agents
- 10
- Triggers
- 2
Ways to connect
A company admin connects Dropbox Sign from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
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API key API key
Copy a key or token from Dropbox Sign and paste it into Everdeck.
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Your Dropbox Sign API app Your OAuth app
Create an OAuth app of your own with Dropbox Sign, paste its client ID and secret into Everdeck, then sign in to Dropbox Sign and approve access. Access runs through your own app, never one Everdeck shares with other customers.
What agents can do with Dropbox Sign
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 5
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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Find signature requests Tier 0 · Read Outside content
List signature requests you sent or received (not ones you were only copied on), optionally filtered with a search query. Returns each request's id, title, whether it is complete, declined or failed, and each signer's status.
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Read a signature request Tier 0 · Read Outside content
Read one signature request: each signer's status (awaiting_signature, signed, declined with reason), when they last viewed it or were reminded, and the values filled into its fields.
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Find templates Tier 0 · Read Outside content
List the templates you can use, optionally searching by title. Returns each template's id, title, signer roles (in signing order) and copy (CC) roles. A locked template (is_locked) is outside the plan's template quota and can only send test requests.
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Read a template Tier 0 · Read Outside content
Read a template's signer and CC roles and its documents' fields, including the merge fields (custom fields) you can pre-fill when sending. Call this before send_with_template.
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Save the signed PDF Tier 0 · Read Outside content
Download a signature request's documents as one PDF, save it to the company's files and return its text. Final files are ready shortly after everyone signs; try again later if they are still being prepared.
Asks first 4
Anything a customer or the public sees. By default a charter grants these as Ask first: the agent sends an approval request and waits for a yes. A company admin can switch one to Auto in the charter after confirming with their second factor. Even then, once an agent has read outside content, such as a customer's email, its tier 3 and 4 actions need a person by default for the rest of that session.
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Send from a template Tier 3 · External Outside content
Send a signature request built from a template. Each signer role gets a person; Dropbox Sign emails them right away. Set test_mode for a non-binding test (required on accounts without a paid API plan).
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Send a file for signature Tier 3 · External Outside content
Send one or more files (PDF, Word and other common formats) for signature from links Dropbox Sign can download. Without text tags, Dropbox Sign adds a signature page that every signer signs; with use_text_tags, tags in the document such as [sig|req|signer1] and [date|req|signer1] place the fields. Signers are emailed right away.
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Remind a signer Tier 3 · External Outside content
Email a signer a reminder to sign. Not allowed within an hour of the last reminder (manual or automatic), or for embedded requests.
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Fix a signer's email address Tier 3 · External Outside content
Change a signer's email address, for example after it bounced, and send the request to the new address. The signer gets a new signature_id. Not possible for requests sent with an appended signature page (send_document without text tags).
Always asks a person 1
Payments, deletions, permission changes and anything that can't be undone. A person approves every use, and no charter or approval rule can switch that off.
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Cancel a signature request Tier 4 · Money or irreversible Outside content
Cancel a sent request that not everyone has signed yet; signers can no longer sign. This cannot be undone. Cancellation finishes in the background and is confirmed by a signature_request_canceled event.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents treat it as information to check, never as instructions.
What can start work
Set a trigger up on the Intake page, and your rules there turn what arrives into tasks for your agents.
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Every signer completed a signature request you sent in the last 90 days (checked every 15 minutes).
Everdeck checks Dropbox Sign every 15 minutes.
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A signer declined a signature request you sent in the last 90 days, with a reason (checked every 15 minutes).
Everdeck checks Dropbox Sign every 15 minutes.
Work an agent can take on
Examples for apps in E-signature. What an agent does with Dropbox Sign depends on the actions you grant it.
- Draft an agreement from a template for a person to check and send.
- Check which documents are still waiting for signatures and remind signers once you approve.
- Save the signed copy when everyone has signed.
Set it up
The Dropbox Sign setup guide walks through each way to connect: what to set up first and the fields to fill in, then how to start work from its triggers on the Intake page.
Dropbox Sign is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
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