Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online
Dropbox Sign (formerly HelloSign) offers electronic signature and document workflow solutions, simplifying how businesses collect legally binding signatures online On Nagent, Dropbox Sign is exposed as a fully-configurable signatures integration that any agent can call — 56 actions, and API_KEY, OAUTH2 authentication. No code is required to wire Dropbox Sign into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Dropbox Sign to automate the kinds of tasks signatures teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Dropbox Sign into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Dropbox Sign, with input parameters and output schema. Drop these into any step of an agent built in Helix.
DROPBOX_SIGN_ADD_USER_TO_TEAMTool to invite a user to your Team. Use when you need to add a member by email or account ID.
Input parameters
Role to assign to the invited user. Allowed values: Member, Developer, Team Manager, Admin.
The ID of the team to which the user will be invited.
The account ID of the user to invite. If provided, takes precedence over email_address.
The email address of the user to invite. Required if account_id is not provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_ADD_USER_TO_TEMPLATETool 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.
Input parameters
ID of the account to grant access (must be 40 characters long). Takes precedence over email_address.
ID of the template to share
Email of the account to grant access. Ignored if account_id is provided.
If true, suppresses the email notification sent when sharing the template.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_BULK_CREATE_EMBEDDED_SIG_REQ_WITH_TEMPLATETool 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.
Input parameters
CC recipients; required if template defines CC roles
Optional internal title for the job
Custom email message to signers
Custom email subject line
Up to 10 key/value pairs to be returned in events; keys ≤40 chars, values ≤1000 chars
Client ID of the application creating the embedded request
If true, the request is not legally binding
CSV file with signer data: columns name,email_address,optional pin,sms_phone_number, and any *_field for custom fields. Required unless signer_list is provided.
Structured list of signers and custom fields. Required unless signer_file is provided.
List of template IDs in the order they should be applied
Allow signers to decline the request
Global template merge fields to prefill
URL to redirect signers after signing completes
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_BULK_SEND_WITH_TEMPLATETool 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.
Input parameters
CC recipients; required if template defines CC roles
Optional internal title for the job
Custom email message to signers
Custom email subject line
Up to 10 key/value pairs to be returned in events; keys ≤40 chars, values ≤1000 chars
API App client_id for branding and callbacks
If true, the request is not legally binding
CSV file with signer data: columns name,email_address,optional pin,sms_phone_number, and any *_field for custom fields. Required unless signer_list is provided.
Structured list of signers and custom fields. Required unless signer_file is provided.
List of template IDs in the order they should be applied
Allow signers to decline the request
Global template merge fields to prefill
URL to redirect signers after signing completes
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CANCEL_SIGNATURE_REQUESTCancels 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.
Input parameters
The id of the SignatureRequest to cancel. Must be a valid signature request ID (40-character hexadecimal string). Note: This operation is asynchronous and not reversible.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_ACCOUNTTool 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.
Input parameters
The locale for the account. Defaults to 'en_US' if not specified.
Used for OAuth account creation. The Client ID for your API App.
Used for OAuth account creation. The Client Secret for your API App.
The email address which will be associated with the new Dropbox Sign account.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_API_APPTool 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.
Input parameters
The name to assign to the API App.
OAuth configuration for the API App.
List of domain names associated with the app (hostname only, without protocol). Use when the app will be accessed from specific domains.
Options for the API App.
URL where event callbacks will be sent. Use when you need to receive notifications about signature request events.
White labeling customization options for the API App.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_EMBEDDED_SIGNATURE_REQUESTTool 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.
Input parameters
Document files to be signed (multipart upload). Use files or file_urls, not both.
Title displayed in the signature interface
Custom message included in signer emails
List of signer objects with name, email, and optional order
Email subject line for signature request
Up to 10 custom key/value metadata entries (keys <=40 chars, values <=1000 chars)
Client ID for embedded signing (must be exactly 32 characters). Get this from your API app settings at sign.dropbox.com
URLs to documents to be signed; Dropbox Sign will fetch. Use file_urls or files, not both.
Whether request operates in sandbox mode (default false)
Unix timestamp when request expires; unsigned requests move to expired
Signer attachments to collect
Allow signers to decline (default false)
Custom field values for merge fields or text tags
Field formatting options.
Enable text tags parsing in documents
Allow signers to reassign (premium feature, default false)
Remove text tags in the final document
Signature creation method options.
Email addresses to CC on the request
Allow auto-fill fields to pre-populate signer info during signing
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_EMBEDDED_SIGNATURE_REQUEST_WITH_TEMPLATETool 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.
Input parameters
CC recipients matching any CC roles in template
Binary file uploads; mutually exclusive with file_urls
Title for the signature request (max 255 chars)
Custom email message to signers (max 5000 chars)
Signer definitions matching template roles
Email subject to signers (max 255 chars)
Key/value metadata (≤10 keys, values ≤1000 chars)
Client ID of your Dropbox Sign app for embedded requests (must be exactly 32 characters)
URLs for Dropbox Sign to fetch file(s); mutually exclusive with files
If true, signature request is a non-legally binding test
One or more template IDs to use for the signature request
Allow signers to decline
Values for merge fields in template
Signing method options for signature requests.
If true, auto-fill fields are pre-populated during embedded signing
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_EMBEDDED_TEMPLATE_DRAFTTool 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.
Input parameters
List of PDF files to upload. Either files or file_urls must be provided.
Title for the template
Message to be included with the template
Subject line for the template
Array of CC role names
Key-value data to be returned in callbacks and webhooks
Allow users to add CC recipients when sending
Client ID from your API App. Required for embedded template workflow.
Array of publicly accessible URLs for PDF files. Either files or file_urls must be provided.
Whether this is a test (true for test, false for production)
Skip the current user in the signing order
Array of merge field objects
Show preview before sending
Array of signer role objects with name and order
Allow signers to reassign the signature request
Show progress stepper in the embedded UI
Enable to auto-detect fields from the document
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_EMBEDDED_UNCLAIMED_DRAFT_WITH_TEMPLATETool 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.
Input parameters
CC recipients; required if template defines CC roles
Optional internal title for the draft
Custom email message to signers
List of signers for the signature request; order and roles must match template requirements
Custom email subject line
Up to 10 key/value pairs to be returned in events; keys ≤40 chars, values ≤1000 chars
Client ID of the app used to create the draft; applies app branding and callback URL (must be exactly 32 characters)
If true, the request is not legally binding
Skip the current user's signature step if they are a signer
Enable preview mode in the embedded editor
List of template IDs to use for creating the draft; must contain at least one template ID
Allow signers to decline the signature request
Template merge fields to prefill
Additional field-level options for form fields
Options to configure the embedded editor UI.
Force signers to use specific roles defined in template
URL to redirect signers after they successfully sign
Force use of subject and message from template
Show progress stepper; set to false to hide when only one step remains
If true, the resulting signature request will be signable in embedded mode
Email address of the requester who will be designated as the sender of the signature request
URL to redirect users after they successfully request a signature
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_REPORTRequest 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.
Input parameters
Inclusive end date in MM/DD/YYYY format.
Inclusive start date in MM/DD/YYYY format. Date range may be up to 12 months; start_date must not be more than 10 years in the past.
Type(s) of report to create. Allowed values: 'user_activity', 'document_status', 'sms_activity'. Up to two report types may be requested.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_TEMPLATETool 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.
Input parameters
PDF files to upload for the template. At least one file source (files or file_urls) required.
The template's name
Email message body for signature requests
Email subject line for signature requests
CC recipient role names
Key-value metadata attached to the template (max 10 pairs)
Client account identifier for template association
URLs pointing to existing PDFs. At least one file source (files or file_urls) required.
Whether to create in test/sandbox mode
Skip creator from signing even if included in signer roles
Defines signer role names and signing order. Required if form fields reference signers.
Use pre-existing form fields from uploaded PDF if available
Required array of form field objects defining where and how fields appear. At least one field required.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_CREATE_UNCLAIMED_DRAFTTool 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.
Input parameters
Draft type: 'send_document' allows document sending without signatures, 'request_signature' requires signers and enables signature collection
PDF/document files to upload; use files or file_urls, not both.
Custom message included in signature request email
Array of signer objects with name, email_address, and order; required when type is 'request_signature'
Email subject line for the signature request
Custom key-value metadata (up to 10 pairs; keys ≤40 chars, values ≤1000 chars)
API app client ID for applying custom branding and callback URL
URLs pointing to documents for Dropbox Sign to fetch; use file_urls or files, not both.
If true, the draft/request will be in test mode and not legally binding
Allow signers to decline signing the request
Enable parsing of text tags in uploaded documents
Allow signers to reassign the signature request to another person
Remove text tags from final signed document if set to true
Conditional logic rules controlling field visibility based on other field values
Form field group definitions for organizing related fields together
Email addresses to receive a copy of all signer emails
URL to redirect signers after completing signature
Display progress stepper UI; set to false to hide
Set to true to enable auto-detection of merge fields from the document; only applicable for 'send_document' type
URL to redirect the requester after finalizing the draft (for embedded flows)
Predefined form field placements across uploaded documents; each entry defines fields for one document
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_DELETE_API_APPTool 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.
Input parameters
The client ID of the API App to delete. This must be an API App owned by the requesting user.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_DELETE_FAXTool 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.
Input parameters
The ID of the Fax to delete from the system.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_DELETE_TEMPLATEPermanently 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.
Input parameters
The ID of the template to permanently delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_DOWNLOAD_SIGNATURE_REQUEST_FILESDownload 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).
Input parameters
Output format: 'pdf' for merged PDF or 'zip' for individual documents.
ID of the SignatureRequest to download documents for. Example: fa5c8a0b...967
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_EDIT_AND_RESEND_EMBEDDED_SIGNATURE_REQUESTTool to edit and resend an embedded signature request. Use when you need to modify and restart the embedded signing flow for an existing request.
Input parameters
Files to upload; use files or file_urls, not both.
Title for the signature request
Custom message to signers
List of signer definitions; use signers or grouped_signers, not both.
Email subject for signers
Up to 10 custom key/value metadata entries (keys <=40 chars, values <=1000 chars)
Client ID for embedded signing (must be exactly 32 characters). Get this from your API app settings at sign.dropbox.com
URLs for files; Dropbox Sign will fetch. Use file_urls or files, not both.
If true, this is a test (non-binding) request
Unix timestamp when request expires; unsigned requests move to expired
Signer attachments to collect
Allow signers to decline (default false)
Custom field values for merge fields or text tags
Request-level field options
Enable text tags parsing in documents
Allow signers to reassign (premium feature, default false)
Remove text tags in the final document
List of grouped signer definitions; use grouped_signers or signers, not both.
Allowed signature creation types
Email addresses to CC on the request
ID of the signature request to edit and resend (must be exactly 40 characters)
Allow auto-fill fields to pre-populate signer info during signing
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_EDIT_AND_RESEND_SIGNATURE_REQUESTEdits 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).
Input parameters
Files to upload; use files or file_urls, not both.
Title for the signature request
Require eID identity verification (premium feature)
Custom email message to signers
List of signer definitions; use signers or grouped_signers, not both.
Custom email subject line
Up to 10 custom key/value metadata entries (keys ≤40 chars, values ≤1000 chars)
API App client_id for branding and callbacks
URLs for files; Dropbox Sign will fetch. Use file_urls or files, not both.
If true, the request is not legally binding
Unix timestamp when request expires
Signer attachments to collect
Allow signers to decline the request
Custom field values for merge fields or text tags
Request-level field options
Enable text tags parsing in documents
Allow signers to reassign (premium feature)
Remove text tags in the final document
List of grouped signer definitions; use grouped_signers or signers, not both.
Allowed signature creation types
Conditional logic rules for form fields
Definitions for form field groups referenced by fields
Email addresses to CC on the request
ID of the signature request to edit and resend
URL to redirect signers after signing completes
Form fields placement per document
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_EDIT_AND_RESEND_UNCLAIMED_DRAFTTool 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.
Input parameters
Client ID of the app used to create the draft; applies app branding and callback URL (must be exactly 32 characters)
If true, created request is not legally binding
Options for the built-in document editor while preparing the draft
ID of the signature request to edit and resend (must be exactly 40 characters)
URL to redirect signers after they successfully sign
Show progress stepper; set to false to hide when only one step remains
If true, the resulting request will be signable in embedded mode
Email to designate as the requester; defaults to the original requester if not set
URL to redirect users after they successfully request a signature
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_EDIT_RESEND_EMBEDDED_SIGNATURE_REQUEST_TEMPLATETool 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.
Input parameters
CC recipients matching any CC roles in template
Binary file uploads; mutually exclusive with file_urls
Title for the signature request (max 255 chars)
Custom email message to signers (max 5000 chars)
Signer definitions matching template roles
Email subject to signers (max 255 chars)
Key/value metadata (≤10 keys, values ≤1000 chars)
Client ID of your HelloSign app for embedded requests (must be exactly 32 characters)
URLs for Dropbox Sign to fetch file(s); mutually exclusive with files
If true, signature request is a non-legally binding test
One or more template IDs in order
Allow signers to decline
Values for merge fields in template
Override account signing method options
The ID of the signature request to edit and resend (must be exactly 40 characters)
If true, auto-fill fields are pre-populated during embedded signing
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_ACCOUNTRetrieves 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.
Input parameters
The ID of the account (must be exactly 40 characters). Provide either account_id or email_address, but not both.
The email address of the account. Provide either account_id or email_address, but not both.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_API_APPTool 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.
Input parameters
The client ID of the API App to retrieve. This unique identifier is assigned when the app is created.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_BULK_SEND_JOBTool to retrieve the status of a bulk send job. Use when you need up-to-date job progress and request details.
Input parameters
Page number of the Bulk Send Job signature requests to return. Defaults to 1.
Number of signature requests per page (1-100). Defaults to 20.
The ID of the Bulk Send Job to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_CURRENT_TEAMTool 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).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_EMBEDDED_SIGN_URLRetrieves 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.
Input parameters
The 32-character signature ID (not signature_request_id) obtained from creating an embedded signature request. Each signer has a unique signature_id.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_EMBEDDED_TEMPLATE_EDIT_URLTool 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.
Input parameters
List of CC role names; pass empty list to remove all CC roles.
Allow editing locked templates when in test mode.
ID of the template to generate an edit URL for.
Merge fields to prefill; pass empty list to clear all existing.
Preview-only mode with no adding fields; overrides show_preview.
Enable the editor preview experience.
Allow adding or changing CC roles during editing.
Options to configure the embedded template editor UI.
Allow users to review or edit signer roles before sending.
Allow users to review or edit email subject and message.
Show the progress stepper unless only one step remains.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_FAX_LINE_AREA_CODESTool 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.
Input parameters
Filter area codes by city name. Narrows results to a specific city within the selected state or province.
US state codes.
Filter area codes by country. Required. Must be one of CA (Canada), US (United States), or UK (United Kingdom).
Canadian province codes.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_SIGNATURE_REQUESTRetrieves 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.
Input parameters
Unique identifier of the signature request to retrieve (40-character hex string). Obtain this ID from the response when creating a signature request or from the list signature requests endpoint.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_SIGNATURE_REQUEST_FILES_AS_DATA_URITool 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).
Input parameters
The ID of the SignatureRequest to retrieve files for as data URI. This is a 40-character hex string obtained when creating a signature request or from the list signature requests endpoint.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_SIGNATURE_REQUEST_FILES_AS_FILE_URLRetrieves 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.
Input parameters
The ID of the SignatureRequest to retrieve files for (40-character hex string). Obtain this ID from the response when creating a signature request or from the list signature requests endpoint.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_TEAM_INFORetrieves 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.
Input parameters
The ID of the team to retrieve information for. Optional — if omitted, the API will return information for the authenticated user's team.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_TEMPLATETool to return the specified template. Use when you need to fetch full template details by ID.
Input parameters
The unique ID of the template to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_TEMPLATE_FILESTool to download documents associated with a template. Use after confirming the template is created; returns a PDF or ZIP archive of the documents.
Input parameters
Format of the output: 'pdf' for merged PDF, 'zip' for individual docs in a ZIP archive.
ID of the HelloSign template to download documents for. Example: 3b2f1ac79dfc679ba07de7fa5f3c4e8a0c1b2d3e
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_TEMPLATE_FILES_AS_DATA_URITool to retrieve template documents as base64-encoded data URI. Use when you need template files in data URI format instead of downloading binary files.
Input parameters
The id of the Template to get files for. Example: f57db65d3f933b5316d398057a36176831451a35
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_GET_TEMPLATE_FILES_AS_FILE_URLTool 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.
Input parameters
The ID of the template to retrieve files for. Obtain this ID from the response when creating a template or from the list templates endpoint.
By default when opening the file_url a browser will download the PDF and save it locally. When set to 0 the PDF file will be displayed in the browser.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_API_APPSTool to list API Apps. Use when you need to retrieve a paginated list of API Apps accessible to your account.
Input parameters
Page number to return; minimum 1; default is 1.
Number of API Apps per page; minimum 1; maximum 100; default is 20.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_BULK_SEND_JOBSTool 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.
Input parameters
Page number of the Bulk Send Job list (default 1).
Number of Bulk Send Jobs to return per page (1–100, default 20).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_FAXESTool to list faxes and their properties. Use when you need to retrieve paginated faxes with information about transmissions and status.
Input parameters
Page number to return. Defaults to 1.
Number of results per page (1–100). Defaults to 20.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_FAX_LINESTool 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.
Input parameters
Page number to return. Defaults to 1.
Number of results per page (1–100). Defaults to 20.
Filter fax lines to this account ID.
Include fax lines belonging to team members.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_SIGNATURE_REQUESTSTool to list signature requests. Use when you need to retrieve paginated signature requests with optional filters.
Input parameters
Page number to return.
Search string with optional fielded filters (e.g., 'from:me AND complete:true').
Number of objects per page, between 1 and 100.
Team account to list requests for; use 'all' for all team members; defaults to your account.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_SUB_TEAMSLists 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.
Input parameters
Page number to return; minimum is 1; default is 1.
The unique identifier of the parent team whose sub-teams you want to list.
Number of items per page; range is 1 to 100; default is 20.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_TEAM_MEMBERSLists 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.
Input parameters
Page number to return (default is 1)
The ID of the team to retrieve members for
Number of results per page (1-100, default is 20)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_TEAMSLists 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_LIST_TEMPLATESTool to list templates. Use when you need to retrieve a paginated list of templates accessible to your account.
Input parameters
Page number to return; minimum 1; default is 1
Search string to filter templates; supports fielded queries per Search guide
Number of templates per page; minimum 1; maximum 100; default is 20
Team member account to return templates for; use 'all' for all members; defaults to your account.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_O_AUTH_AUTHORIZETool to generate an OAuth authorization URL. Use before directing the user to grant access.
Input parameters
Optional space-delimited list of OAuth scopes. If omitted, default scopes for the app are used.
Opaque value used to maintain state between the request and callback. Must be unique per auth request.
Client ID of the Dropbox Sign API app. If not provided, the value from connection metadata will be used.
Optional redirect URI to which the OAuth server will send the user after authorization. Must match a configured callback URL if provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_RELEASE_SIGNATURE_REQUEST_HOLDRelease 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.
Input parameters
ID of the held Signature Request to release. Must be exactly 40 characters long.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_REMOVE_USER_FROM_TEMPLATETool 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.
Input parameters
ID of the account to revoke access (must be 40 characters long). Takes precedence over email_address.
ID of the template from which to remove access.
Email of the account to revoke access. Ignored if account_id is provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_SEND_SIGNATURE_REQUESTTool 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.
Input parameters
Files to be signed. Either files or file_urls is required.
Internal title for the signature request (not shown to signers)
Custom message included in the signature request email to signers
Array of signer objects. Each signer will receive an email to sign the document.
Subject line for the signature request email sent to signers
Custom metadata key/value pairs (up to 10 pairs). Keys max 40 chars, values max 1000 chars. Included in webhook callbacks.
URLs to remote documents to be signed (e.g., publicly accessible PDFs). Either files or file_urls is required.
Create signature request in test mode (not legally binding, free). Use for testing integrations.
Allow signers to decline signing the document
Pre-filled merge fields for the signature request
Enable text tag parsing in documents. Text tags are special formatted strings that define form fields.
Allow signers to reassign the signature request to another person
Hide text tags from document after parsing. Only applies when use_text_tags is true.
CC recipients who will receive a copy when the signature request is completed
URL to redirect signers to after they complete signing
Form field definitions for each document. Outer list corresponds to documents, inner list contains fields for that document.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_SEND_SIGNATURE_REQUEST_REMINDERSends 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
Input parameters
Name of the signer. Required only when multiple signers on the request share the same email address, to disambiguate which signer to remind.
Email address of the signer who should receive the reminder. Must match an existing signer on the signature request.
The unique ID of the signature request (40-character hexadecimal string). Get this from list or get signature request endpoints.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_UPDATE_ACCOUNTTool to update Dropbox Sign account properties and settings. Use when you need to modify callback URLs or locale settings for an account.
Input parameters
The locale used in the account (e.g., 'en_US', 'de_DE', 'fr_FR').
The ID of the account to update (must be exactly 40 characters).
The URL that Dropbox Sign should POST events to. Set to empty string to remove.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_UPDATE_API_APPTool 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.
Input parameters
Name to assign to the API App
OAuth configuration for API App
Domain names associated with the app
Options configuration for API App
The client ID of the API App to update
URL where the API App receives event callbacks
An image file to use as a custom logo in embedded contexts.
White labeling customization options for API App
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_UPDATE_SIGNATURE_REQUESTUpdates 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.
Input parameters
New name for the signer. Provide this and/or email_address to update.
The signature ID for the signer whose information should be updated. Get this from the signatures list in the signature request object.
New email address for the signer. Must be a valid email format. Provide this and/or name to update.
The unique ID of the signature request to update (40-character hexadecimal string). Get this from list or get signature request endpoints.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_UPDATE_TEMPLATE_FILESTool 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).
Input parameters
Files to upload for the template. Use either files or file_urls, not both.
The new default template email message.
The new default template email subject.
Client ID of the app you are using to update the template.
URLs for files to use for the template. Dropbox Sign will download these files. Use either file_urls or files, not both.
Whether this is a test. Signatures will not be legally binding if set to true. Defaults to false.
The ID of the template to update files for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DROPBOX_SIGN_VERIFY_ACCOUNTTool to verify whether a Dropbox Sign account exists for the given email. Use when you need to check account existence before sending signature requests.
Input parameters
Email address to verify for a Dropbox Sign account.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 70 agents privately built on Nagent that already use Dropbox Sign.
Build on Nagent
Connect Dropbox Sign to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Dropbox Sign, and click "Connect Now." You'll authenticate with API_KEY, OAUTH2 — Nagent handles credential storage and refresh automatically. Once connected, Dropbox Sign is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Dropbox Sign is connected, you configure its 56 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Dropbox Sign steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Dropbox Sign event fires, the agent kicks off automatically.
Every Dropbox Sign action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Dropbox Sign ships with 56 pre-built signatures actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Dropbox Sign together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Dropbox Sign-based workflows tailored to your business.