Integration · Docs and data
AI agents for Dropbox Sign
Send documents for signature from Dropbox Sign templates or file links, check and list signature requests, remind signers, and cancel requests.
- Actions
- 6
- Read
- 2
- Write
- 4
Actions
What your agents can do in Dropbox Sign
6 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Get a signature request
Reads one signature request: is_complete, is_declined, has_error, and signatures with each signer's name, email and status_code.
List signature requests
Lists the account's signature requests, newest first, optionally matching a search (query, like a title, a signer's email, or complete:true).
Write 4
Create, change or send.
Send for signature from a template
Sends a signature request built from one or more saved templates.
Send documents for signature from links
Sends a signature request for documents Dropbox Sign downloads from public https links (PDF, Word and other common formats), to signers who sign in order if you give one.
Remind a signer
Emails a signer a reminder to sign a request that is still open.
Cancel a signature requestDeletes data
Cancels a sent signature request that not everyone has signed yet: signers can no longer sign and it cannot be undone.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Dropbox Sign account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Dropbox Sign data
Ask a question in plain words. The agent can get a signature request or list signature requests in Dropbox Sign, then answers with what it found.
- 02
Let an agent update Dropbox Sign
Have the agent send for signature from a template or send documents for signature from links in Dropbox Sign as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Dropbox Sign and Slack: it can get a signature request in Dropbox Sign and post a summary to a Slack channel in the same run.
Works well with
More Docs and data tools
- Google Sheets3 actionsAdd rows to a Google Sheets spreadsheet, read a range of cells, and write over a range, signed in with the person's own Google account.
- Google Docs3 actionsCreate Google Docs documents, read their text, and add text to the end of them, signed in with the person's own Google account.
- Notion4 actionsAdd pages to Notion databases, append text to pages, query databases and search the pages shared with an internal integration.
- Confluence4 actionsCreate, read and search Confluence Cloud pages on your Atlassian site, signed in with an email address and an API token.
- Airtable4 actionsCreate, update, list and read records in Airtable bases that a personal access token can reach.
- Docusign3 actionsSend documents for signature from a Docusign template, check an envelope's status and list recent envelopes, as the person who connects.
FAQ
Dropbox Sign and MyDeepAgents
Can MyDeepAgents connect to Dropbox Sign?
Yes. The Dropbox Sign connector has 6 actions: 2 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Dropbox Sign?
Enter the API credentials from your Dropbox Sign account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Dropbox Sign without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Dropbox Sign in workflows as well as agents?
Yes. Every Dropbox Sign action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Dropbox Sign to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.