Dropbox Sign and Gravity Forms integration

If you want to have your Gravity Forms submissions automatically request a signature, you can do that using Zapier.

You'll need:

• a Gravity Forms account
• a Dropbox Sign API account
• a Zapier account

How to get your accounts ready

To connect your Gravity Forms account to Zapier, you'll need the Gravity Forms plugin with the Zapier add-on installed. You'll also need a form created in Gravity forms.

Learn more about Gravity forms, how to create forms, and install add-ons.

Learn more about Gravity forms and Zapier.
 

To connect your Sign account to Gravity Forms, you'll need an active Sign API account, and you'll need at least one active template set up.

Learn how to create a new template on Dropbox Sign.

Learn more Dropbox Sign on Zapier.

How to connect your account

Ask for a signature from Dropbox Sign for new Gravity Forms submissions.

1. Follow the directions on the first step of the Zap to connect your Gravity Forms account to Zapier.
2. Choose your Sign account from the list of accounts, or connect a new account.
3. Choose the Sign template you would like to send with the Zap interaction. You may also wish to select Gravity Forms fields for Title, Subject, and Message.
   
4. Import the Gravity Forms fields that you wish to use for the Name and Email Address of the recipient of your template.
   
5. Click Save + Finish.

Now test the Zap to make sure it works. Once you’re satisfied with the results, new submissions in Gravity Forms will automatically receive a request for signature via Sign.