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Docusign
Dropbox

Connect DocuSign and Dropbox integrations

Discover Automated DocuSign and Dropbox Integration: Streamline and Secure Your Document Workflows with Real-Time Updates!

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Create a custom workflow

Effortlessly integrate DocuSign and Dropbox with Make, creating automated workflows that save signed documents and streamline your document management, enhancing efficiency for business professionals and teams. Try Make today for seamless automation.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Docusign
Trigger: [Deprecated] Watch Events
Dropbox
Action: Select an action
1. Select a trigger

  • Triggers when an envelope or recipient status is changed.

  • Sent after a recipient accepts an elastic template.

  • Sent after a recipient declines an elastic template.

  • Triggers when one of the selected events are fired in Docusign

  • Triggers when an envelope has been completed.

  • The envelope has been completed by all the recipients.

  • Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.

  • This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.

  • The envelope has been declined by one of the recipients.

  • This event is sent after an already-sent envelope is deleted, opens in new window.

  • This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.

  • Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.

  • Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.

  • Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.

  • This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.

  • The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.

  • Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM plans.

  • Triggers when a new document is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new user is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new workspace is created. Only available for Docusign IAM Plans.

  • Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

  • Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.

  • Sent when the recipient declines to sign the document(s) in the envelope.

  • Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.

  • Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.

  • Sent when the recipient selects Finish Later on an envelope.

  • Sent when the envelope is reassigned by a recipient within the UI.

  • Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.

  • This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

  • Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.

  • Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.

  • Sent when a template is modified within the UI or via the Templates:update API call.

  • Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM plans.

  • Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.

  • Triggers when a Worflow Builder workflow fails. Only available for Docusign IAM Plans.

  • Triggers when a Workflow Builder workflow started. Only available for Docusign IAM Plans.

2. Select an action

  • Copies a file or folder to a different location in the user's Dropbox. If the source path is a folder all its contents will be copied.

  • Creates a file request.

  • Creates a new folder.

  • Creates a public share link to a file or folder (allows to share the file or folder with anyone).

  • Creates a new text file(.doc) or overwrite an existing text file(.doc) with the provided content as plain text.

  • Permanently removes a file/folder from the server.

  • Deletes selected file requests.

  • Downloads a file from a specified folder.

  • Retrieves specified file request.

  • Returns shared folder metadata by its folder ID.

  • Performs an arbitrary authorized API call.

  • Moves a file or folder to a different location in the user's Dropbox.

  • Renames a file/folder in the user's Dropbox.

  • Restores a previous file version.

  • Updates a file request.

  • Updates or revokes a share link for a file or folder.

  • Uploads a file to a selected folder.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Discover the power of Make, a platform that enables effortless integration of Dropbox and DocuSign. With Make, you can create automated workflows where signed documents in Dropbox trigger an action to automatically save and organize these files in DocuSign. This integration streamlines your document management, reduces manual errors, and ensures efficiency, making it ideal for business professionals and teams collaborating on projects. Try Make today to experience the seamless automation between Dropbox triggers and DocuSign actions.

[Deprecated] Watch Events
Triggers when an envelope or recipient status is changed.
Trigger
Add document to Workspace (for IAM Plans)
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Action
Add to Bulk Send List
Adds a recipient to the bulk send list
Action
Add User to Workspace (for IAM Plans)
Adds a user to a workspace. Only available for Docusign IAM Plans.
Action
Bulk Send Envelope from Template
Sends envelopes based on a template to multiple recipients using a bulk send list.
Action
Cancel Workflow Instance (for IAM Plans)
Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.
Action
Copy a File or Folder
Copies a file or folder to a different location in the user's Dropbox. If the source path is a folder all its contents will be copied.
Action
Create a File Request
Creates a file request.
Action
Create a Folder
Creates a new folder.
Action
Load more

How to set up Docusign and Dropbox in 5 easy steps

Date

·

Duration

Step 1

Log In to Your Make Account

Start by logging in to your Make account to create connections between applications.

Date

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Duration

Step 2

Add DocuSign Connection

Add a DocuSign module to your Make scenario and create a connection by logging in to your DocuSign account when prompted.

Date

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Duration

Step 3

Save DocuSign Connection

Save the new connection to link DocuSign with your Make account.

Date

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Duration

Step 4

Add Dropbox Connection

Similarly, add a Dropbox module to your Make scenario and create a connection by logging in to your Dropbox account when prompted.

Date

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Duration

Step 5

Save Dropbox Connection

Save the new connection to establish the link between Dropbox and your Make account.

Maximize Productivity: Integrating DocuSign and Dropbox for Seamless Automation

Integrating DocuSign and Dropbox ensures automated document storage, enhanced workflow efficiency, real-time file updates, secure file management, and streamlined document access.

Date

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Duration

Automated Document Storage

Automatically store completed DocuSign documents in Dropbox, ensuring a centralized and organized file repository.

Date

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Duration

Enhanced Workflow Efficiency

Eliminate the manual process of downloading and uploading documents, saving time and reducing human error.

Date

·

Duration

Real-Time File Updates

Receive real-time updates as soon as a document status changes to Completed in DocuSign, keeping your Dropbox files current.

Date

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Duration

Secure File Management

Ensure secure handling of important documents by seamlessly integrating DocuSign's signature security with Dropbox’s file storage.

Popular Docusign and Dropbox workflows

Connect Docusign and Dropbox with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Upload completed DocuSign document to Dropbox

Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.

Upload completed DocuSign document to Dropbox
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

By integrating DocuSign with Make, you can automate the document signing process, eliminate manual tasks, and ensure that documents are easily tracked and managed. This integration can streamline workflows, improve efficiency, and reduce the time it takes to get documents signed.

Integrating Dropbox with other applications like Telegram, Discord, Gmail, and Google Drive using Make allows you to automate the synchronization and sharing of files. You can set up triggers and actions that ensure important files are automatically uploaded, backed up, shared, and organized across multiple platforms, thus enhancing productivity and ensuring you never lose track of your files.

Yes, integrating DocuSign with Make enables you to automate notifications for document statuses. For example, you can set up automated alerts to notify relevant team members when a document is signed or when it requires further action, ensuring timely follow-ups and enhancing workflow efficiency.

Some challenges include ensuring data consistency, managing numerous integration points, and dealing with potential compatibility issues. Make simplifies these challenges by providing a user-friendly interface to set up integrations, offering robust support for different apps, and allowing you to manage all your automations from a centralized platform, ensuring smooth and reliable workflows.