Dropbox Sign

Connect to Dropbox Sign (formerly HelloSign) for electronic signatures and document management.

Overview

Dropbox Sign is a user-friendly e-signature platform. The integration supports:

Signature Requests - Send and manage signature requests
Templates - Use and manage reusable templates
Embedded Signing - In-app signing experiences
Teams - Team member management
Unclaimed Drafts - Create drafts for later claiming

Prerequisites

Dropbox Sign account (Free, Essentials, or Enterprise)
API access enabled
OAuth app or API key configured

Authentication

Dropbox Sign uses OAuth 2.0 for authentication via Nango.

curl "http://localhost:3000/api/v1/connections/dropbox-sign/auth-url" \
  -H "x-api-key: YOUR_API_KEY"

Available Actions

Signature Request Actions

getSignatureRequest

Get signature request by ID.

{
  "action": "dropbox-sign.getSignatureRequest",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}"
  }
}

listSignatureRequests

List signature requests with filters.

{
  "action": "dropbox-sign.listSignatureRequests",
  "config": {
    "accountId": "{{input.accountId}}",
    "page": 1,
    "pageSize": 20,
    "query": "status:awaiting_signature"
  }
}

sendSignatureRequest

Send a new signature request.

{
  "id": "send-for-signature",
  "type": "action",
  "action": "dropbox-sign.sendSignatureRequest",
  "config": {
    "title": "Service Agreement - {{input.companyName}}",
    "subject": "Please sign the Service Agreement",
    "message": "Hi {{input.signerName}},\n\nPlease review and sign the attached agreement.",
    "signers": [
      {
        "email_address": "{{input.signerEmail}}",
        "name": "{{input.signerName}}",
        "order": 1
      },
      {
        "email_address": "{{input.witnessEmail}}",
        "name": "{{input.witnessName}}",
        "order": 2
      }
    ],
    "ccEmailAddresses": ["legal@company.com"],
    "fileUrls": ["{{input.documentUrl}}"],
    "metadata": {
      "deal_id": "{{input.dealId}}",
      "source": "workflow"
    },
    "signingOptions": {
      "default_type": "draw"
    },
    "testMode": false,
    "allowDecline": true,
    "allowReassign": true,
    "signingRedirectUrl": "https://yourapp.com/signed",
    "requestingRedirectUrl": "https://yourapp.com/requested"
  }
}

Parameters:

Field	Type	Required	Description
`title`	string	No	Request title
`subject`	string	No	Email subject
`message`	string	No	Email message
`signers`	array	Yes	Signer details
`signers[].email_address`	string	Yes	Signer email
`signers[].name`	string	Yes	Signer name
`signers[].order`	number	No	Signing order
`ccEmailAddresses`	array	No	CC recipients
`fileUrls`	array	Yes	Document URLs
`metadata`	object	No	Custom metadata
`signingOptions`	object	No	Signing type options
`testMode`	boolean	No	Use test mode
`allowDecline`	boolean	No	Allow recipients to decline
`allowReassign`	boolean	No	Allow reassignment
`expiresAt`	number	No	Expiration timestamp

sendWithTemplate

Send signature request using a template.

{
  "id": "send-from-template",
  "type": "action",
  "action": "dropbox-sign.sendWithTemplate",
  "config": {
    "templateId": "{{input.templateId}}",
    "title": "NDA - {{input.companyName}}",
    "subject": "Please sign the Non-Disclosure Agreement",
    "message": "Please review and sign the NDA.",
    "signers": [
      {
        "role": "Client",
        "email_address": "{{input.clientEmail}}",
        "name": "{{input.clientName}}"
      },
      {
        "role": "Company Representative",
        "email_address": "{{input.repEmail}}",
        "name": "{{input.repName}}"
      }
    ],
    "ccs": [
      {
        "role": "Legal",
        "email_address": "legal@company.com"
      }
    ],
    "customFields": [
      {
        "name": "effective_date",
        "value": "{{input.effectiveDate}}"
      },
      {
        "name": "contract_value",
        "value": "{{input.contractValue}}"
      }
    ],
    "testMode": false
  }
}

sendReminder

Send reminder for pending signature.

{
  "action": "dropbox-sign.sendReminder",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}",
    "emailAddress": "{{input.signerEmail}}",
    "name": "{{input.signerName}}"
  }
}

updateSignatureRequest

Update a signature request.

{
  "action": "dropbox-sign.updateSignatureRequest",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}",
    "signatureId": "{{input.signatureId}}",
    "emailAddress": "{{input.newEmail}}",
    "name": "{{input.newName}}",
    "expiresAt": "{{input.newExpiration}}"
  }
}

cancelSignatureRequest

Cancel a signature request.

{
  "action": "dropbox-sign.cancelSignatureRequest",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}"
  }
}

removeSignatureRequestAccess

Remove access to a signature request (for requestor).

{
  "action": "dropbox-sign.removeSignatureRequestAccess",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}"
  }
}

downloadFiles

Download signed documents.

{
  "action": "dropbox-sign.downloadFiles",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}",
    "fileType": "pdf"
  }
}

File Types:

pdf - Single PDF with all documents
zip - ZIP archive with separate files

getFilesAsDataUri

Get files as base64 data URI.

{
  "action": "dropbox-sign.getFilesAsDataUri",
  "config": {
    "signatureRequestId": "{{input.signatureRequestId}}"
  }
}

Template Actions

getTemplate

Get template by ID.

{
  "action": "dropbox-sign.getTemplate",
  "config": {
    "templateId": "{{input.templateId}}"
  }
}

listTemplates

List available templates.

{
  "action": "dropbox-sign.listTemplates",
  "config": {
    "accountId": "{{input.accountId}}",
    "page": 1,
    "pageSize": 20,
    "query": "NDA"
  }
}

deleteTemplate

Delete a template.

{
  "action": "dropbox-sign.deleteTemplate",
  "config": {
    "templateId": "{{input.templateId}}"
  }
}

createEmbeddedTemplateDraft

Create an embedded template draft.

{
  "action": "dropbox-sign.createEmbeddedTemplateDraft",
  "config": {
    "clientId": "{{env.DROPBOX_SIGN_CLIENT_ID}}",
    "fileUrls": ["{{input.documentUrl}}"],
    "title": "Standard NDA Template",
    "subject": "Non-Disclosure Agreement",
    "message": "Please sign the NDA",
    "signerRoles": [
      { "name": "Client", "order": 1 },
      { "name": "Company", "order": 2 }
    ],
    "ccRoles": ["Legal", "HR"],
    "mergeFields": [
      { "name": "effective_date", "type": "text" },
      { "name": "contract_value", "type": "text" }
    ],
    "testMode": true
  }
}

Embedded Signing Actions

getEmbeddedSignUrl

Get embedded signing URL.

{
  "id": "get-signing-url",
  "type": "action",
  "action": "dropbox-sign.getEmbeddedSignUrl",
  "config": {
    "signatureId": "{{steps.send-request.output.signatures[0].signature_id}}"
  }
}

Response:

{
  "embedded": {
    "sign_url": "https://app.hellosign.com/editor/embeddedSign?...",
    "expires_at": 1705312800
  }
}

getEmbeddedEditUrl

Get embedded template edit URL.

{
  "action": "dropbox-sign.getEmbeddedEditUrl",
  "config": {
    "templateId": "{{input.templateId}}",
    "skipSignerRoles": false,
    "skipSubjectMessage": false,
    "testMode": false
  }
}

Team Actions

getTeam

Get current team info.

{
  "action": "dropbox-sign.getTeam",
  "config": {}
}

addTeamMember

Add member to team.

{
  "action": "dropbox-sign.addTeamMember",
  "config": {
    "emailAddress": "{{input.email}}",
    "accountId": "{{input.accountId}}"
  }
}

removeTeamMember

Remove member from team.

{
  "action": "dropbox-sign.removeTeamMember",
  "config": {
    "emailAddress": "{{input.email}}",
    "newOwnerEmailAddress": "{{input.newOwnerEmail}}"
  }
}

Account Actions

getAccount

Get account info.

{
  "action": "dropbox-sign.getAccount",
  "config": {
    "accountId": "{{input.accountId}}"
  }
}

updateAccount

Update account settings.

{
  "action": "dropbox-sign.updateAccount",
  "config": {
    "callbackUrl": "https://yourapp.com/webhook/dropbox-sign",
    "locale": "en_US"
  }
}

API App Actions

getApiApp

Get API app info.

{
  "action": "dropbox-sign.getApiApp",
  "config": {
    "clientId": "{{env.DROPBOX_SIGN_CLIENT_ID}}"
  }
}

listApiApps

List API apps.

{
  "action": "dropbox-sign.listApiApps",
  "config": {
    "page": 1,
    "pageSize": 20
  }
}

Unclaimed Draft Actions

createUnclaimedDraft

Create an unclaimed draft.

{
  "action": "dropbox-sign.createUnclaimedDraft",
  "config": {
    "type": "request_signature",
    "fileUrls": ["{{input.documentUrl}}"],
    "signers": [
      {
        "email_address": "{{input.signerEmail}}",
        "name": "{{input.signerName}}"
      }
    ],
    "subject": "{{input.subject}}",
    "message": "{{input.message}}",
    "testMode": true
  }
}

createEmbeddedUnclaimedDraft

Create embedded unclaimed draft.

{
  "action": "dropbox-sign.createEmbeddedUnclaimedDraft",
  "config": {
    "clientId": "{{env.DROPBOX_SIGN_CLIENT_ID}}",
    "type": "request_signature",
    "fileUrls": ["{{input.documentUrl}}"],
    "signers": [
      {
        "email_address": "{{input.signerEmail}}",
        "name": "{{input.signerName}}"
      }
    ],
    "requesterEmailAddress": "{{input.requesterEmail}}",
    "testMode": true,
    "isForEmbeddedSigning": true
  }
}

Webhook Triggers

Dropbox Sign webhooks trigger workflows on signature events.

{
  "trigger": {
    "type": "webhook",
    "provider": "dropbox-sign",
    "events": ["signature_request_all_signed", "signature_request_declined"]
  }
}

Event Types:

Event	Description
`signature_request_sent`	Request sent
`signature_request_viewed`	Request viewed
`signature_request_signed`	Individual signer completed
`signature_request_all_signed`	All signers completed
`signature_request_declined`	Request declined
`signature_request_expired`	Request expired
`signature_request_canceled`	Request canceled
`signature_request_remind`	Reminder sent

Example Workflow

Sales contract signing workflow:

{
  "name": "Send Contract on Deal Won",
  "trigger": {
    "type": "webhook",
    "provider": "salesforce",
    "events": ["Opportunity"]
  },
  "steps": [
    {
      "id": "check-won",
      "type": "condition",
      "config": {
        "conditions": {
          "left": "{{input.payload.StageName}}",
          "operator": "eq",
          "right": "Closed Won"
        },
        "then": ["get-contact"],
        "else": []
      }
    },
    {
      "id": "get-contact",
      "type": "action",
      "action": "salesforce.query",
      "config": {
        "query": "SELECT Email, Name FROM Contact WHERE AccountId = '{{input.payload.AccountId}}' AND IsPrimary__c = true LIMIT 1"
      }
    },
    {
      "id": "send-contract",
      "type": "action",
      "action": "dropbox-sign.sendWithTemplate",
      "config": {
        "templateId": "{{env.CONTRACT_TEMPLATE_ID}}",
        "title": "Service Agreement - {{input.payload.Name}}",
        "signers": [
          {
            "role": "Client",
            "email_address": "{{steps.get-contact.output.records[0].Email}}",
            "name": "{{steps.get-contact.output.records[0].Name}}"
          }
        ],
        "customFields": [
          { "name": "deal_value", "value": "{{input.payload.Amount}}" },
          { "name": "close_date", "value": "{{input.payload.CloseDate}}" }
        ],
        "metadata": {
          "opportunity_id": "{{input.payload.Id}}",
          "account_id": "{{input.payload.AccountId}}"
        }
      }
    },
    {
      "id": "update-opportunity",
      "type": "action",
      "action": "salesforce.updateOpportunity",
      "config": {
        "opportunityId": "{{input.payload.Id}}",
        "Contract_Sent__c": true,
        "Contract_Sent_Date__c": "{{now | date: 'YYYY-MM-DD'}}"
      }
    },
    {
      "id": "notify-team",
      "type": "action",
      "action": "slack.sendMessage",
      "config": {
        "channel": "#sales-wins",
        "text": "Contract sent for {{input.payload.Name}} (${{input.payload.Amount}})"
      }
    }
  ]
}

Rate Limits

Plan	Limit
Free	3 signature requests/month
Essentials	Varies by plan
Enterprise	Custom limits
API calls	Based on plan

Troubleshooting

Common Errors

Error	Cause	Solution
`signatureRequestId is required`	Missing request ID	Provide signatureRequestId
`templateId is required`	Missing template ID	Provide templateId
`emailAddress is required`	Missing signer email	Include email_address for signers
`DOCUMENT_NOT_FOUND`	Invalid document URL	Verify fileUrls are accessible
`TEMPLATE_NOT_FOUND`	Invalid template ID	Check template exists

Test Mode

Use testMode: true during development:

No charges incurred
Documents watermarked
Signatures not legally binding

Dropbox Sign

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