Add User to Template
Tool 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.
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Integrate Dropbox Sign
with your AI workspace
Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online
Explore Triggers and Actions
Bulk create embedded signature request with template
Tool 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.
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Bulk send with template
Tool 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.
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Cancel Signature Request
Cancels 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 signature request cannot be restored.
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Create API App
Tool 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, callbacks, and white labeling.
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Create Dropbox Sign Account
Tool 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 Embedded Signature Request
Tool 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.
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Create Embedded Signature Request With Template
Tool 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 details including signing URLs for embedded iFrame integration.
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Create Embedded Template Draft
Tool 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.
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Create Embedded Unclaimed Draft with Template
Tool 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.
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Create Report
Request 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 (signature request status), sms_activity (SMS delivery info). You can request up to 2 report types per call. Date range can be up to 12 months, with start_date no more than 10 years in the past. Note: This feature may require a paid plan.
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Create Template
Tool 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.
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Create Unclaimed Draft
Tool 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 URL.
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Delete API App
Tool 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.
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Delete Fax
Tool 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.
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Delete Template
Permanently 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 success if template is deleted or doesn't exist.
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Download Signature Request Files
Download files for a signature request as PDF (merged) or ZIP (individual documents). Returns immediately if files are ready, or indicates if files are still being prepared (409 status).
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Download Template Files
Tool to download documents associated with a template. Use after confirming the template is created; returns a PDF or ZIP archive of the documents.
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Edit and Resend Embedded Signature Request
Tool to edit and resend an embedded signature request. Use when you need to modify and restart the embedded signing flow for an existing request.
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Edit and Resend Embedded Signature Request With Template
Tool 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.
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Edit and Resend Signature Request
Edits 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 signers. Note: This will reset signatures - anyone who already signed will need to sign again. Important: Edit and resend operations deduct from your signature request quota. Required: You must provide either 'files' or 'file_urls' (not both) and either 'signers' or 'grouped_signers' (not both).
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Edit and Resend Unclaimed Draft
Tool 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.
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Generate OAuth Authorization URL
Tool to generate an OAuth authorization URL. Use before directing the user to grant access.
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Get API App
Tool 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.
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Get Available Fax Line Area Codes
Tool 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 a specific location.
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Get Bulk Send Job
Tool to retrieve the status of a bulk send job. Use when you need up-to-date job progress and request details.
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Get Current Team Membership
Tool 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 not part of any team (no retries needed for this case).
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Get Dropbox Sign Account
Retrieves 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) - Verify account payment status (paid vs free tier) - Get account settings (SMS delivery, authentication options) - Retrieve account identifiers and contact information Requires either account_id (40-character identifier) or email_address, but not both.
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Get Embedded Sign URL
Retrieves 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 complete signing. The URL expires after 60 minutes or upon first access, but you can generate a new URL anytime using the same signature_id. Note: Requires the signature_id (per signer), not the signature_request_id.
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Get Embedded Template Edit URL
Tool 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.
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Get Signature Request
Retrieves 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 signature timestamps - Access form field responses and custom field values - Retrieve URLs for document downloads and management - Monitor signature request progress and completion status Returns detailed information including signer names, emails, signing status, custom fields, response data, attachments, and signing options. Handles errors gracefully with structured error responses for invalid or non-existent signature request IDs.
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Get Signature Request Files as Data URI
Tool 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 (status 200), or indicates if files are still being prepared (status 409).
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Get Signature Request Files as File URL
Retrieves 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 of downloading the files directly. The returned URL will expire after a certain time period indicated by the expires_at field.
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Get Team Info
Retrieves 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 team; otherwise retrieves info for the authenticated user's team.
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Get Template
Tool to return the specified template. Use when you need to fetch full template details by ID.
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Get Template Files as Data URI
Tool to retrieve template documents as base64-encoded data URI. Use when you need template files in data URI format instead of downloading binary files.
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Get Template Files as File URL
Tool 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 downloading the files directly.
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Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
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List All Teams
Lists 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 an empty list if the account doesn't have team features enabled.
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List API Apps
Tool to list API Apps. Use when you need to retrieve a paginated list of API Apps accessible to your account.
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List Bulk Send Jobs
Tool 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.
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List Fax Lines
Tool 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.
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List Faxes
Tool to list faxes and their properties. Use when you need to retrieve paginated faxes with information about transmissions and status.
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List Signature Requests
Tool to list signature requests. Use when you need to retrieve paginated signature requests with optional filters.
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List Sub-Teams
Lists 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 Sign. Requires a valid team_id from the parent team. Returns empty list if the team has no sub-teams or if team features are not available for the account.
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List Team Members
Lists 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_TEAMS or GET_TEAM_INFO actions. Supports pagination for teams with many members.
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List Templates
Tool to list templates. Use when you need to retrieve a paginated list of templates accessible to your account.
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Release Signature Request Hold
Release 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 releasing, the request will be sent to all designated signers.
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Remove User from Template
Tool 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.
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Send Request Reminder
Sends 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 hour of the last reminder (automatic or manual) - Cannot be used with embedded signature requests - The signature request must exist and not be completed - The email address must match a signer on the request
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Send Signature Request
Tool 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 sign the documents. Supports multiple signers, CC recipients, custom fields, form fields, and various signing options. Documents can be uploaded directly or provided via publicly accessible URLs.
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Update API App
Tool 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.
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Update Dropbox Sign Account
Tool to update Dropbox Sign account properties and settings. Use when you need to modify callback URLs or locale settings for an account.
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Update Signature Request
Updates 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 endpoint only works for signature requests created with explicit form_fields_per_document (no appended signature page). At least one of email_address or name must be provided.
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Update Template Files
Tool 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 configuration. The update is processed asynchronously; completion is communicated via callback events (template_created or template_error).
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Verify Dropbox Sign Account
Tool to verify whether a Dropbox Sign account exists for the given email. Use when you need to check account existence before sending signature requests.
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