Podio integration with Dropbox Sign
How to Send Dropbox Sign signature requests from Podio actions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Dropbox Sign signature requests from Podio actions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Dropbox Sign integrations
Dropbox Sign actions
Nekton can use any feature that is available in Dropbox Sign API.
Using our advanced AI, you can easily create custom automations for Dropbox Sign.
Here are some typical actions you can do in your automated workflows.
Send Signature Request From Template
Sends a HelloSign template out for signature request.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
About Dropbox Sign
Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!