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Dropbox
Docusign

Connect Dropbox and DocuSign integrations

Automate and streamline your document workflow! Easily upload completed DocuSign forms to Dropbox for efficient storage and management, and increase productivity with seamless integration.

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Create a custom workflow

Effortlessly automate your document storage and signatures by integrating Dropbox and DocuSign with Make. Instantly trigger actions in DocuSign when new files hit Dropbox, ensuring organized and secure document management. Experience unparalleled efficiency in your workflow today.

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.

Dropbox
Trigger: Watch Files
Docusign
Action: Select an action
1. Select a trigger

  • Triggers when a file is added in a folder being watched. This module retrieves the first 4000 files. If the total number exceeds 4000, newly added items may not be detected.

2. Select an action

  • Adds a new document to a workspace. Only available for Docusign IAM Plans.

  • Adds a recipient to the bulk send list

  • Adds a user to a workspace. Only available for Docusign IAM Plans.

  • Sends envelopes based on a template to multiple recipients using a bulk send list.

  • Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Creates a bulk send list

  • Creates an envelope using files of a selected workspace. Only available for Docusign IAM Plans.

  • Creates a long-lived pre-filled webform link (less secure, infinite duration)

  • Creates a secure Session Link for the filled webform (more secure, shorter duration)

  • Creates a signing group.

  • Creates a new template using a document.

  • Creates a new Workspace. Only available for Docusign IAM Plans.

  • Deletes a document in a workspace. Only available for Docusign IAM Plans.

  • Downloads a document from a specified envelope.

  • Gets the content of an envelope form data

  • Retrieves the overall status for the specified envelope.

  • Performs an arbitrary authorized API call.

  • Pauses a Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Restores the workspace access to a user. Only available for Docusign IAM Plans.

  • Resumes a paused Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Revokes a user's access to a workspace. Only available for Docusign IAM Plans.

  • Creates and sends an envelope using a selected template.

  • Sends an envelope with a document to be signed.

  • Tests a bulk send list

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

  • Updates a template

  • Updates a workspace user. Only available for Docusign IAM Plans.

  • Voids an envelope

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Seamlessly integrate DocuSign and Dropbox using Make to streamline your workflow. With DocuSign as a trigger, you can automatically kickstart actions in Dropbox whenever a new file is added to your DocuSign folders. This integration ensures that signed documents are saved directly into DocuSign, maintaining organizational efficiency and secure document management. Experience the ease and precision of automating your document storage and signature processes with Make today.

[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
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How to set up Dropbox and Docusign in 5 easy steps

Date

·

Duration

Step 1

Log into Make

Start by logging into your Make account to get access to the platform.

Date

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Duration

Step 2

Add Dropbox Module

Select and add a Dropbox module to your project in Make.

Date

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Duration

Step 3

Connect Dropbox to Make

Create and save a connection to link your Dropbox account with Make.

Date

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Duration

Step 4

Add DocuSign Module

Select and add a DocuSign module to your project in Make.

Date

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Duration

Step 5

Connect DocuSign to Make

Create and save a connection to link your DocuSign account with Make.

Boost Efficiency: Integrate Dropbox and DocuSign for Seamless Workflows

Integrating Dropbox with DocuSign automates document uploads, enhances workflow efficiency, improves organization, and increases productivity, ensuring a seamless and cohesive document management system.

Date

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Duration

Automated Document Storage

Automatically upload completed DocuSign documents to Dropbox, ensuring safe and systematic storage.

Date

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Duration

Enhanced Workflow Efficiency

Streamline processes by eliminating manual uploads, saving time and reducing errors.

Date

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Duration

Improved Document Management

Keep documents organized and easily accessible in Dropbox right after completion in DocuSign.

Date

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Duration

Increased Productivity

Allow teams to focus on more critical tasks by automating the document storage process.

Popular Dropbox and Docusign workflows

Connect Dropbox and Docusign 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 Dropbox with Make, you can automate file management tasks across multiple platforms like Telegram, Discord, Gmail, and Google Drive. This ensures you never lose track of your files and enhances productivity by streamlining file sharing and storage processes.

Integrating DocuSign with Make allows you to automate key document-signing processes. This means you can easily send, receive, and manage signed documents without manual intervention, significantly speeding up agreement processes and reducing administrative burden.

Yes, Make allows you to create highly customized automated workflows that fit your specific needs. You can set triggers and actions that involve Dropbox and DocuSign, ensuring seamless integration and automation tailored to your business processes.

Setting up integrations on Make is user-friendly and requires no advanced technical knowledge. The platform offers a simple drag-and-drop interface to connect Dropbox, DocuSign, and other applications, making it easy for anyone to automate their workflows.