InTouch Hub · Blue Isle Software

Dropbox Sign

Request signatures and track signed sales documents via the Dropbox Sign (HelloSign) REST API. Sends signature requests from a file URL or a template, reads a signature request's status, and lists signature requests and templates.

Provided free and as is, without warranty of any kind — including merchantability, fitness for a particular purpose, and the accuracy or completeness of any result. See the licence. You are responsible for checking what this produces before relying on it.

crm-salesdocumentdropboxmessageordersignaturestatus

Dropbox Sign

Request signatures and track signed sales documents via the Dropbox Sign (formerly HelloSign) REST API.

This tool talks to https://api.hellosign.com/v3 using the standard library only (no third-party packages). It is a thin, deterministic wrapper: each operation makes one HTTP call and returns the raw Dropbox Sign response body plus the HTTP status code.

What it does

Operations

operation method + endpoint required inputs optional inputs
send_signature_request POST /signature_request/send (or /send_with_template when templateIds is set) signerEmail, and one of fileUrl / templateIds signerName, subject, message, testMode
get_signature_request GET /signature_request/{id} signatureRequestId
list_signature_requests GET /signature_request/list page, pageSize
list_templates GET /template/list page, pageSize

Every run prints a JSON envelope:

{ "status": "200", "result": "<raw Dropbox Sign JSON as a string>" }

On bad input or a transport failure it prints {"error": "..."} and exits 1, which fails the InTouch step.

API key setup

  1. Sign in to the Dropbox Sign dashboard.
  2. Go to Settings → API → API Keys.
  3. Create (or copy) an API key.
  4. Pass it to the tool as the apiKey input.

Authentication is HTTP Basic: the API key is sent as the Basic-auth username with an empty password — exactly as Dropbox Sign documents. A single API key is all that is required; no OAuth flow or token exchange is involved.

Use testMode: "true" while integrating — test-mode requests are free and are not legally binding.

Examples

Send a contract for signature from a file URL:

operation:    send_signature_request
apiKey:       <your-api-key>
fileUrl:      https://example.com/contracts/acme-order-form.pdf
signerEmail:  [email protected]
signerName:   Dana Buyer
subject:      Please sign your Acme order form
message:      Countersigned copy will follow once complete.
testMode:     true

Send from a saved template:

operation:    send_signature_request
apiKey:       <your-api-key>
templateIds:  abc123templateid
signerEmail:  [email protected]
signerName:   Dana Buyer

Check the status of a request:

operation:           get_signature_request
apiKey:              <your-api-key>
signatureRequestId:  fa5c8a0b0f492d768749333ad6fcc214c111e967

List recent signature requests:

operation:  list_signature_requests
apiKey:     <your-api-key>
page:       1
pageSize:   20

List templates:

operation:  list_templates
apiKey:     <your-api-key>

Publishes

The keys a later task may reference as {{taskName.key}}. Referencing anything not listed here resolves to nothing at run time.

Input Properties

Every property this tool accepts, from its own tool.iml.

Property Type Required Default Description
apiKey string yes DEPRECATED — bind an API Key credential to the task with credentialName instead. A key pasted here is stored in the workflow definition in clear and appears in every export of it. Still honoured for workflows built before the change.
operation string yes One of: send_signature_request, get_signature_request, list_signature_requests, list_templates
signatureRequestId string no Signature request id. Required for get_signature_request.
fileUrl string no Publicly reachable URL of the document to sign (send_signature_request). Provide this OR templateIds.
templateIds string no Comma-separated Dropbox Sign template id(s) to send instead of a raw file (send_signature_request). Provide this OR fileUrl.
signerEmail string no Email address of the signer. Required for send_signature_request.
signerName string no Display name of the signer for send_signature_request (optional but recommended).
subject string no Email subject for the signature request (optional).
message string no Email message body for the signature request (optional).
testMode string no If 'true', send the request in test mode (no charge, not legally binding). Default false.
page string no Page number for list_signature_requests / list_templates (optional).
pageSize string no Results per page for list_signature_requests / list_templates (optional, max 100).