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).