Tracking signatures
“Who has not signed the supplier contract yet?”
The person asks and Skyller queries Dropbox Sign with their login and lists the pending envelopes and who still has to sign.
Pending items in the conversation
Integration · Electronic signature
Connect Dropbox Sign to Skyller and the AI starts reading from and acting in it through the functions your company enables — with each person's own login, approval before sensitive actions and a record of every call. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.
Actions and eventsDropbox Sign
Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online
56 ACTIONS
published by the vendor; the company enables only the necessary ones
0 EVENTS
triggers the system can send, when the vendor offers them
SIGN-IN OR API KEY
each person signs in with their own credential, encrypted
APPROVAL BY RISK
sensitive actions show a card before running
Live proof
The scene shows the path of a request; the exact actions depend on the functions your company enables in Dropbox Sign.
Input
A team member asks, in the conversation, for something that today requires opening Dropbox Sign — inside their area's space, with their login.
What Skyller does
Result
Dropbox Sign stops being an open tab and starts answering inside the conversation — through the functions your company enabled.
What this scene does not promise
Where this helps your work
Three common situations for people who use Dropbox Sign every day. What Skyller does in each one depends on the functions your company turns on.
Tracking signatures
The person asks and Skyller queries Dropbox Sign with their login and lists the pending envelopes and who still has to sign.
Pending items in the conversation
Sending
Sending for signature is a sensitive action: Skyller shows the card with document and signers and only sends it through Dropbox Sign after Approve.
Sending with approval
Administering
The administrator turns on reading for the team and keeps cancellation restricted in Dropbox Sign. Every call is recorded.
Only the enabled functions
Actions and events
Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.
Invite User to Team
DROPBOX_SIGN_ADD_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
DROPBOX_SIGN_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
DROPBOX_SIGN_BULK_CREATE_EMBEDDED_SIG_REQ_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
DROPBOX_SIGN_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
DROPBOX_SIGN_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
Create Dropbox Sign Account
DROPBOX_SIGN_CREATE_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
DROPBOX_SIGN_CREATE_API_APP
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration.
Create Embedded Signature Request
DROPBOX_SIGN_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
DROPBOX_SIGN_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.
Create Embedded Template Draft
DROPBOX_SIGN_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
DROPBOX_SIGN_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
DROPBOX_SIGN_CREATE_REPORT
Request creation of CSV report(s) for a specified date range. Reports are generated asynchronously and delivered via email.
Before you start
Questions from the people who decide
Related integrations
Next step
Try it free with your team or book a demo: together we pick the Dropbox Sign functions to enable and show the first approved action, with fictitious data.