How to Connect HelloSign to Dropbox via Zapier

Quick summary

This tutorial shows how to connect Dropbox Sign (formerly HelloSign) to Dropbox using a Zapier automation, so that signed documents are automatically saved to your Dropbox folder without any manual work. In just a few steps, you can create a Zap that triggers on a Dropbox Sign event and performs an action in Dropbox.

Steps

1. Head over to the left-side panel and click 'Create'.
2. Choose 'Zaps' from the list of options.
3. Click the 'Trigger' tab to start the integration process.
4. Search for 'Dropbox Sign' and select it from the suggested results as the Trigger app.
5. Specify your preferred 'Trigger Event' from the dropdown.
6. Click 'Sign In' to connect your Dropbox Sign account.
7. Enter your Dropbox Sign credentials and tap 'Yes, Continue to Dropbox Sign' to authorize the connection.
8. Click 'Test Trigger' to validate your input.
9. Click 'Continue' to proceed to the Action step.
10. Search for 'Dropbox' and select it as the Action app.
11. Open the drop-down menu and pick the specific 'Action Event' you want to use.
12. Click 'Sign In' and log into your active Dropbox account.
13. Click 'Continue' to confirm the Dropbox connection.
14. Fill out all required input fields with the necessary information one by one.
15. Tap 'Continue' to publish and enable the integration.
16. Your Dropbox Sign account is now instantly connected to Dropbox via Zapier.