Connect Dropbox Sign to your AI agent
Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online
We set up the connection using your own Dropbox Sign account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Dropbox Sign
Each one is a real action the agent can take on its own, the same things a person clicking around Dropbox Sign could do. Read-only by default; write actions are confirmed against your policy.
- Invite User to Team Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
- Add User to Template Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
- Bulk create embedded signature request with template Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
- Bulk send with template Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
- Cancel Signature Request Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request canno…
- Create Dropbox Sign Account Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
- Create API App Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white lab…
- Create Embedded Signature Request Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
- Create Embedded Signature Request With Template Tool to create an embedded signature request based on a template. Use when you need to initiate a new signature request for embedded signing using pre-defined templates. Returns signature request details including signi…
- Create Embedded Template Draft Tool to create an embedded template draft. Use when initiating an embedded template workflow where users can edit the template in an iframe before finalizing it.
- Create Embedded Unclaimed Draft with Template Tool to create an embedded unclaimed draft using saved templates. Use when you need to create a draft that can be claimed and embedded in an iFrame for signature collection.
- Create Report Request creation of CSV report(s) for a specified date range. Reports are generated asynchronously and delivered via email. Available report types: user_activity (account activity), document_status (signature request st…
- Create Template Tool to create a reusable template for document signing workflows. Use when you need to establish a template with pre-defined form fields, signer roles, and documents.
- Create Unclaimed Draft Tool to create an unclaimed draft that can be claimed via a unique URL. Use when you need to prepare a signature request or document send that will be finalized later by someone else through the claim URL.
- Delete API App Tool to delete an API App from your Dropbox Sign account by its client_id. Use when you need to remove an API App that is no longer needed. The API App must be owned by the requesting user.
- Delete Fax Tool to delete a fax from the system by its fax_id. Use when you need to remove a fax from Dropbox Sign. Returns success if the fax is deleted or doesn't exist.
- Delete Template Permanently deletes a template from your Dropbox Sign account by its template_id. Once deleted, the template cannot be recovered. Use this when you need to remove outdated or unused templates. Returns success if templat…
- Download Signature Request Files Download files for a signature request as PDF (merged) or ZIP (individual documents). Returns immediately if files are ready, or indicates if files are still being prepared (409 status).
- Edit and Resend Embedded Signature Request Tool to edit and resend an embedded signature request. Use when you need to modify and restart the embedded signing flow for an existing request.
- Edit and Resend Signature Request Edits and resends an existing non-templated signature request with updated documents, signers, or settings. Use this tool when you need to modify an already-created signature request and resend it to signers. Note: This…
- Edit and Resend Unclaimed Draft Tool to edit and resend a previously created unclaimed draft. Use when you have an existing signature_request_id and want to modify the draft before reissuing.
- Edit and Resend Embedded Signature Request With Template Tool to edit and resend an embedded signature request using templates. Use when you need to update request details or recipients and resend within an embedded signing flow.
- Get Dropbox Sign Account Retrieves detailed information about a Dropbox Sign account including quotas, payment status, and settings. Use this tool to: - Check account quota limits (API requests, documents, templates remaining) - Verify account…
- Get API App Tool to retrieve information about an API App by its client ID. Use when you need to fetch API App configuration, OAuth settings, white labeling options, or owner details.
- Get Bulk Send Job Tool to retrieve the status of a bulk send job. Use when you need up-to-date job progress and request details.
- Get Current Team Membership Tool to get the current team membership status and details. Use when you need to check if the authenticated user is part of a team and retrieve team information. Returns is_on_team False if user is not part of any team…
- Get Embedded Sign URL Retrieves an embedded signing URL for a specific signer's signature. Use this after creating an embedded signature request to get a temporary URL that can be embedded in an iFrame for the signer to complete signing. The…
- Get Embedded Template Edit URL Tool to generate an edit URL for embedded template editing. Use after selecting or uploading a template to allow users to modify it in an iframe.
- Get Available Fax Line Area Codes Tool to retrieve available fax line area codes for a given country, state/province, and city. Use when you need to determine which area codes are available for purchasing or provisioning a fax line in a specific locatio…
- Get Signature Request Retrieves the current status and complete details of a signature request by ID. Use this action to: - Check if signers have viewed, signed, or declined the request - Get signer information and signature timestamps - Acc…
- Get Signature Request Files as Data URI Tool to download signature request files as a base64-encoded data URI. Use when you need the document content as a data URI string for embedding or transmission. Returns immediately if files are ready (status 200), or i…
- Get Signature Request Files as File URL Retrieves a copy of the current documents and returns a JSON object with a URL to the file (PDFs only). Use this action when you need a temporary download link for signature request documents instead of downloading the…
- Get Team Info Retrieves information about a Dropbox Sign team, including team name, member count, and sub-team count. Use when you need to get team details. If team_id is provided, retrieves info for that specific team; otherwise ret…
- Get Template Tool to return the specified template. Use when you need to fetch full template details by ID.
- Download Template Files Tool to download documents associated with a template. Use after confirming the template is created; returns a PDF or ZIP archive of the documents.
- Get Template Files as Data URI Tool to retrieve template documents as base64-encoded data URI. Use when you need template files in data URI format instead of downloading binary files.
- Get Template Files as File URL Tool to retrieve a copy of template documents and return a JSON object with a URL to the file (PDFs only). Use this action when you need a temporary download link for template documents instead of downloading the files…
- List API Apps Tool to list API Apps. Use when you need to retrieve a paginated list of API Apps accessible to your account.
- List Bulk Send Jobs Tool to list bulk send jobs. Use when you need to retrieve all bulk send job summaries the authenticated user can access. Supports pagination via page and page_size.
- List Faxes Tool to list faxes and their properties. Use when you need to retrieve paginated faxes with information about transmissions and status.
- List Fax Lines Tool to list fax lines and their properties. Use when you need to retrieve available fax lines for an account, optionally paging or including team lines.
- List Signature Requests Tool to list signature requests. Use when you need to retrieve paginated signature requests with optional filters.
- List sub teams Lists all sub-teams belonging to a parent team with pagination support. Returns team identifiers and names for each sub-team. Use this to discover the organizational structure of teams within Dropbox Sign. Requires a va…
- List Team Members Lists all members and their roles for a specific team. Returns a paginated list of team members with their account IDs, email addresses, and roles. Requires team_id which can be obtained from LIST_TEAMS or GET_TEAM_INFO…
- List All Teams Lists all Dropbox Sign teams accessible to the authenticated user, including the current team and its sub-teams. Returns team IDs and names which can be used with other team-related actions. Returns an empty list if the…
- List Templates Tool to list templates. Use when you need to retrieve a paginated list of templates accessible to your account.
- Generate OAuth Authorization URL Tool to generate an OAuth authorization URL. Use before directing the user to grant access.
- Release Signature Request Hold Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request wi…
- Remove User from Template Tool to remove an account's access to a template. Use when you need to revoke a user's permission on a template after confirming template ID and target account.
- Send Signature Request Tool to create and send a new signature request with documents. Use when you need to send documents for electronic signature. The action sends emails to all specified signers with links to view and sign the documents. S…
- Send Request Reminder Sends an email reminder to a signer about a pending signature request. Use this when a signer needs a reminder to complete their signature. Important constraints: - Cannot send a reminder within 1 hour of the last remin…
- Update Dropbox Sign Account Tool to update Dropbox Sign account properties and settings. Use when you need to modify callback URLs or locale settings for an account.
- Update API App Tool to update an existing API App in Dropbox Sign. Use when you need to modify API App settings such as name, callback URL, domains, OAuth configuration, branding options, or custom logo.
- Update Signature Request Updates the email address and/or name for a specific signer on a signature request. Use this when you need to correct or update signer contact information before they complete signing. Important: This endpoint only work…
- Update Template Files Tool to update files for an existing template. Overlays new files with the overlay of an existing template. Use when you need to replace the documents in a template while keeping the field configuration. The update is p…
- Verify Dropbox Sign Account Tool to verify whether a Dropbox Sign account exists for the given email. Use when you need to check account existence before sending signature requests.
Setup
How we connect it
- 1
Connect your account
You create a key in Dropbox Sign, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Dropbox Sign questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Dropbox Sign's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Dropbox Sign to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Dropbox Sign.