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Dropbox Signsignatures

56 available actions

What your AI agent can do in Dropbox Sign

Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Bulk Send JobTool to retrieve the status of a bulk send job.
  • List Bulk Send JobsTool to list bulk send jobs.
  • Add User to TemplateTool to grant a specified account access to a template.
  • Create Dropbox Sign AccountTool to create a new Dropbox Sign account associated with a specified email address.
  • Update Dropbox Sign AccountTool to update Dropbox Sign account properties and settings.
  • Update Signature RequestUpdates the email address and/or name for a specific signer on a signature request.

Browse all 56 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 25 actionsHide actions
  • Download Signature Request FilesDownload files for a signature request as PDF (merged) or ZIP (individual documents).
  • Get Dropbox Sign AccountRetrieves detailed information about a Dropbox Sign account including quotas, payment status, and settings.
  • Get API AppTool to retrieve information about an API App by its client ID.
  • Get Bulk Send JobTool to retrieve the status of a bulk send job.
  • Get Current Team MembershipTool to get the current team membership status and details.
  • Get Embedded Sign URLRetrieves an embedded signing URL for a specific signer's signature.
  • Get Embedded Template Edit URLTool to generate an edit URL for embedded template editing.
  • Get Available Fax Line Area CodesTool to retrieve available fax line area codes for a given country, state/province, and city.
  • Get Signature RequestRetrieves the current status and complete details of a signature request by ID.
  • Get Signature Request Files as Data URITool to download signature request files as a base64-encoded data URI.
  • Get Signature Request Files as File URLRetrieves a copy of the current documents and returns a JSON object with a URL to the file (PDFs only).
  • Get Team InfoRetrieves information about a Dropbox Sign team, including team name, member count, and sub-team count.
  • Get TemplateTool to return the specified template.
  • Download Template FilesTool to download documents associated with a template.
  • Get Template Files as Data URITool to retrieve template documents as base64-encoded data URI.
  • Get Template Files as File URLTool to retrieve a copy of template documents and return a JSON object with a URL to the file (PDFs only).
  • List API AppsTool to list API Apps.
  • List Bulk Send JobsTool to list bulk send jobs.
  • List FaxesTool to list faxes and their properties.
  • List Fax LinesTool to list fax lines and their properties.
  • List Signature RequestsTool to list signature requests.
  • List Sub-TeamsLists all sub-teams belonging to a parent team with pagination support.
  • List Team MembersLists all members and their roles for a specific team.
  • List All TeamsLists all Dropbox Sign teams accessible to the authenticated user, including the current team and its sub-teams.
  • List TemplatesTool to list templates.
Create & communicateCreate records or send supported messagesView 13 actionsHide actions
  • Add User to TemplateTool to grant a specified account access to a template.
  • Create Dropbox Sign AccountTool to create a new Dropbox Sign account associated with a specified email address.
  • Create API AppTool to create a new Dropbox Sign API App.
  • Create Embedded Signature RequestTool to create an embedded signature request for signing in an iFrame.
  • Create Embedded Signature Request With TemplateTool to create an embedded signature request based on a template.
  • Create Embedded Template DraftTool to create an embedded template draft.
  • Create Embedded Unclaimed Draft with TemplateTool to create an embedded unclaimed draft using saved templates.
  • Create ReportRequest creation of CSV report(s) for a specified date range.
  • Create TemplateTool to create a reusable template for document signing workflows.
  • Create Unclaimed DraftTool to create an unclaimed draft that can be claimed via a unique URL.
  • Generate OAuth Authorization URLTool to generate an OAuth authorization URL.
  • Send Signature RequestTool to create and send a new signature request with documents.
  • Send Request ReminderSends an email reminder to a signer about a pending signature request.
Update & manageChange and manage existing recordsView 8 actionsHide actions
  • Edit and Resend Embedded Signature RequestTool to edit and resend an embedded signature request.
  • Edit and Resend Signature RequestEdits and resends an existing non-templated signature request with updated documents, signers, or settings.
  • Edit and Resend Unclaimed DraftTool to edit and resend a previously created unclaimed draft.
  • Edit and Resend Embedded Signature Request With TemplateTool to edit and resend an embedded signature request using templates.
  • Update Dropbox Sign AccountTool to update Dropbox Sign account properties and settings.
  • Update API AppTool to update an existing API App in Dropbox Sign.
  • Update Signature RequestUpdates the email address and/or name for a specific signer on a signature request.
  • Update Template FilesTool to update files for an existing template.
Remove & cancelRemove records or cancel supported workView 5 actionsHide actions
  • Cancel Signature RequestCancels an incomplete signature request.
  • Delete API AppTool to delete an API App from your Dropbox Sign account by its client_id.
  • Delete FaxTool to delete a fax from the system by its fax_id.
  • Delete TemplatePermanently deletes a template from your Dropbox Sign account by its template_id.
  • Remove User from TemplateTool to remove an account's access to a template.
Other actionsSpecialist and administrative actions.View 5 actionsHide actions
  • Invite User to TeamTool to invite a user to your Team.
  • Bulk create embedded signature request with templateTool to create a BulkSendJob for embedded templated signature requests.
  • Bulk send with templateTool to create a BulkSendJob for templated signature requests.
  • Release Signature Request HoldRelease a held signature request to send it to signers.
  • Verify Dropbox Sign AccountTool to verify whether a Dropbox Sign account exists for the given email.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Dropbox Sign

How does the agent connect to Dropbox Sign?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Dropbox Sign?
The page above lists the 56 actions currently available through the Dropbox Sign connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Dropbox Sign included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Dropbox Sign is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Dropbox Sign to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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