Send a Dropbox Sign request from a new Zendesk ticket
Move a ticket toward resolution by sending the required document for signature as soon as the request arrives.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
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.
Why this helps
Support teams lose time copying customer details from tickets into separate signature workflows.
- Reduce copy and paste between support and contracts
- Start signature collection while the ticket is still active
- Keep the support team informed through run reports
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dropbox Sign in Notis once.
- 2Create an automation and describe which ticket requests should create a signature request.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose where run reports should go and test with one real ticket.
Questions about this workflow
Can this send to more than one signer?
Yes. Tell Notis the signer order and recipient details to use when the request is created.
What if the ticket does not include a document?
Tell Notis to use a specified Dropbox Sign document or template, or to report the ticket for manual handling.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dropbox sign. A trigger fires from one place; an action lands in another.
Zendesk triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Zendesk and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.