The Dropbox Sign (formerly HelloSign) API enables seamless integration of electronic signature workflows into any application or service. On Pipedream, you can harness this API to automate signature requests, track document status, and streamline document management processes. By combining Dropbox Sign with Pipedream's capabilities, you can create powerful automations that save time, reduce errors, and maintain a high level of professional engagement in document signing experiences.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
hellosign: {
type: "app",
app: "hellosign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.hellosign.com/v3/account`,
headers: {
Authorization: `Bearer ${this.hellosign.$auth.oauth_access_token}`,
},
})
},
})
Automated Contract Workflow for HR: Start an automated workflow when a new employee is added to an HR management system like BambooHR. Use Dropbox Sign to send employment contracts for signature and automatically store signed documents back in the HR system.
Dynamic Document Generation and Signing: Generate personalized documents using customer data from a CRM like Salesforce. Then, dispatch them for signing via Dropbox Sign and monitor the signing progress. Completed documents could then trigger downstream actions like updating CRM records or initiating onboarding workflows.
Invoice Approval and Archiving: When a new invoice is created in an accounting app like QuickBooks, trigger a Pipedream workflow to request signatures via Dropbox Sign. Once signed, save the invoice to cloud storage like Google Drive and update the invoice status in QuickBooks.
Send a signature request with Dropbox Sign. See the documentation
Send a signature request from a template with Dropbox Sign. See the documentation
Dropbox Sign (HelloSign) uses OAuth authentication. When you connect your Dropbox Sign (HelloSign) account, Pipedream will open a popup window where you can sign into Dropbox Sign (HelloSign) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Dropbox Sign (HelloSign) API.
Pipedream requests the following authorization scopes when you connect your account:
request_signature
signature_request_access
GET
https://app.hellosign.com/oauth/authorize
?
client_id={{oauth.client_id}}
&
redirect_uri={{oauth.redirect_uri}}
&
state={{oauth.state}}
&
response_type=code
POST
https://app.hellosign.com/oauth/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
redirect_uri={{oauth.redirect_uri}}
&
grant_type=authorization_code
&
code={{oauth.code}}
POST
https://app.hellosign.com/oauth/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
grant_type=refresh_token
&
refresh_token={{oauth.refresh_token}}