# Dropbox Sign integration overview

> Send and track Dropbox Sign signature requests from Persona Workflows using an API key.

Source: https://help.withpersona.com/articles/Ilq45iZW5yN6QaLqNAdTCn/
Section: Marketplace and 3rd-Party Integrations > Productivity > Dropbox Sign

## Overview

[Dropbox Sign](https://sign.dropbox.com/) is an electronic-signature platform for sending documents for signature, tracking signing progress, and downloading completed documents. Persona’s Dropbox Sign integration lets you send and manage signature requests from a Workflow.

## Integration features

The Dropbox Sign integration supports these Workflow actions:

- **Send signature request:** Send documents at publicly downloadable URLs to one or more signers.
- **List signature requests:** Retrieve signature requests with optional pagination and search filters.
- **Get signature request:** Retrieve a signature request, including signer status and entered field values.
- **Download files:** Download the documents for a signature request as a PDF or ZIP archive.
- **List templates:** Retrieve the templates available to the authenticated account.

## Prerequisites

Before configuring the integration, you need:

- A Dropbox Sign account.
- A Dropbox Sign API key.
- Publicly downloadable document URLs when sending a signature request.

## Set up Dropbox Sign credentials

1. In Dropbox Sign, open **Settings > API** and generate or reveal an API key.
2. In the Persona Dashboard, go to **Integrations > Marketplace** and select **Dropbox Sign**.
3. Select **Add Credential** and enter a nickname and the API key.
4. Save the credential.

Dropbox Sign uses HTTP Basic authentication. Persona supplies the API key as the username and an empty password.

## Use Dropbox Sign in a workflow

1. Create a workflow or open the workflow you want to update.
2. Add an **Action** step and select **Integrations**.
3. Select **Dropbox Sign**, choose the saved credential, and select an action.
4. Map Persona data to the action inputs.
5. Save and publish the workflow.

## Dropbox Sign actions

### Send signature request

Send a signature request to one or more signers.

**Required fields:**

- **Signers:** Each signer needs a name and email address.
- **File URLs:** Publicly downloadable URLs for the documents to sign.

**Optional fields include:**

- Title, email subject, and email message
- Signing order and signer access PINs
- CC email addresses
- Test mode, which creates a free watermarked request that is not legally binding
- Text-tag parsing, a signing redirect URL, expiration time, and metadata

### List and get signature requests

List signature requests to find a Signature Request ID, then use that ID to retrieve the request’s current details. Listing supports account, pagination, and search-query inputs. A retrieved request includes signer statuses, completion and decline state, and response data.

### Download files and list templates

Use a Signature Request ID to download the request’s files as a PDF or ZIP archive. List templates to retrieve the template IDs and their available signer and CC roles.

☝️

Dropbox Sign is not in the current integration availability registry. This guide describes the migrated OpenAPI definition; confirm public launch availability before relying on it for production use.

## Plans Explained

### Dropbox Sign integration by plan

|                          | Startup Program | Essential Plan | Growth Plan | Enterprise Plan |
| ------------------------ | --------------- | -------------- | ----------- | --------------- |
| Dropbox Sign integration | Not Available   | Available      | Available   | Available       |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).