Dropbox Sign for AI agents
Agents read Dropbox Sign at once. Changes and sends are held for a person's approval by default.
About Dropbox Sign
Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online
What an agent can do in Dropbox Sign
Every Dropbox Sign action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Dropbox Sign without asking first. 23 actions.
- Get Signature Request Files as Data URITool 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
- 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). Use this action when you need a temporary download link for signature request documents instead
- Get Template Files as Data URITool 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 URLTool 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 dow
- Get Dropbox Sign AccountRetrieves 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
- Get API AppTool 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 Current Team MembershipTool 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 no
- Get Embedded Sign URLRetrieves 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 co
- Get Embedded Template Edit URLTool 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 CodesTool 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
- Get Signature RequestRetrieves 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 signatu
- Get Team InfoRetrieves 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
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- Get TemplateTool to return the specified template. Use when you need to fetch full template details by ID.
- List API AppsTool to list API Apps. Use when you need to retrieve a paginated list of API Apps accessible to your account.
- List FaxesTool to list faxes and their properties. Use when you need to retrieve paginated faxes with information about transmissions and status.
- List Fax LinesTool 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 RequestsTool to list signature requests. Use when you need to retrieve paginated signature requests with optional filters.
- List Sub-TeamsLists 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
- List Team MembersLists 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_TEA
- List All TeamsLists 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 a
- List TemplatesTool to list templates. Use when you need to retrieve a paginated list of templates accessible to your account.
- Generate OAuth Authorization URLTool to generate an OAuth authorization URL. Use before directing the user to grant access.
- Verify Dropbox Sign AccountTool to verify whether a Dropbox Sign account exists for the given email. Use when you need to check account existence before sending signature requests.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 31 actions.
- Cancel Signature RequestCancels 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 sign
- Create Embedded Signature RequestTool 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 TemplateTool 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 deta
- Create TemplateTool 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.
- Send Signature RequestTool 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 si
- Update Signature RequestUpdates 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
- Update Template FilesTool 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 configurati
- Invite User to TeamTool to invite a user to your Team. Use when you need to add a member by email or account ID.
- Add User to TemplateTool 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 templateTool 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 templateTool 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.
- Create Dropbox Sign AccountTool 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.
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- Create API AppTool 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, callb
- Create Embedded Template DraftTool 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 TemplateTool 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 ReportRequest 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 (s
- Create Unclaimed DraftTool 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
- Delete API AppTool 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 FaxTool 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 TemplatePermanently 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
- Edit and Resend Embedded Signature RequestTool 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 RequestEdits 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
- Edit and Resend Unclaimed DraftTool 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 TemplateTool 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 Bulk Send JobTool to retrieve the status of a bulk send job. Use when you need up-to-date job progress and request details.
- List Bulk Send JobsTool 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.
- Release Signature Request HoldRelease 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 releas
- Remove User from TemplateTool 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 Request ReminderSends 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 hou
- Update Dropbox Sign AccountTool to update Dropbox Sign account properties and settings. Use when you need to modify callback URLs or locale settings for an account.
- Update API AppTool 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.
Changes wait in Needs you
Changes and sends in Dropbox Sign are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Dropbox Sign questions
Can an agent change data in Dropbox Sign on its own?
Not by default. Changes and sends in Dropbox Sign are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Dropbox Sign?
This connector lists 23 read actions. Reads run at once, without waiting for approval.
How does Dropbox Sign connect?
It connects with API key or OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.