Integrations / Signatures

Dropbox Sign logoWhatsApp logo

Manage Dropbox Sign templates and accounts from WhatsApp

Flann connects Dropbox Sign to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Dropbox Sign action. Contracts, menus, rotas, signed forms. They pile up in Dropbox Sign faster than anyone can keep them tidy, and the one you need is never where you left it. Flann reads Dropbox Sign for you, finds the right version and tells you what it says.

56 actions in Dropbox Sign. 27 only look things up, and 29 create, update, send or delete. You connect with your API key.

What you can ask Flann to do in Dropbox Sign

Type it or say it in a voice note. Flann works out which Dropbox Sign action you mean.

FlannWhatsApp
  • “Look up the account in Dropbox Sign.”

  • “Get my template files from Dropbox Sign.”

  • “Show me my team members in Dropbox Sign.”

  • “Update the template files in Dropbox Sign.”

  • “Create a report in Dropbox Sign.”

  • “Create an account in Dropbox Sign.”

What Flann can work with in Dropbox Sign

Dropbox Sign gives Flann 56 actions across 14 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Templatescreatedeletelook up4
Template filesdownloadlook upupdate4
Accountscreatelook upupdate3
Usersinviteadddelete3
Faxesdeletelook up2

How the same template job compares, in Dropbox Sign directly and through Flann.

CompareDropbox Sign on its ownEvery step is yoursWith FlannThe work comes to your chat
How you askLog in and click through the screensText or voice note, in your own words
Looking things up about templatesBy hand, screen by screen27 look-ups, answered straight away
Creating and updatingTyped in by hand29 changes, made from a message
Dropbox Sign recordsAll of them, one screen at a time14 kinds, from one chat
Set-upNothing new to set upYour Dropbox Sign API key, once

YesPartlyNo

Step by step: Dropbox Sign jobs you can hand to Flann

What happens between your message and the result in Dropbox Sign.

Change

Create a template from a voice note

  1. You message Flann on WhatsApp: “Create a template in Dropbox Sign with these details.”
  2. Flann runs List Templates in Dropbox Sign and shows you what it found.
  3. Flann runs Create Template in Dropbox Sign.
  4. Flann creates it in Dropbox Sign and confirms in the chat.
Change

Fix a template file without opening Dropbox Sign

  1. You message Flann on WhatsApp: “Change the template file in Dropbox Sign: here is what is different.”
  2. Flann runs Get Template Files as Data URI in Dropbox Sign and shows you what it found.
  3. Flann runs Update Template Files in Dropbox Sign.
  4. Flann makes the change in Dropbox Sign and confirms in the chat.
Look-up

Get answers about your accounts

  1. You message Flann on WhatsApp: “What is the latest on our accounts in Dropbox Sign?”
  2. Flann runs Get Dropbox Sign Account in Dropbox Sign and shows you what it found.
  3. Nothing in Dropbox Sign is changed: these are look-ups, so they run straight away.

The Dropbox Sign jobs you can stop doing yourself

You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.

Logging the day’s takings

Today

At closing you are meant to add takings, card totals and petty cash to a spreadsheet in Dropbox Sign. Tired, you skip it, and the gaps show up at month end.

With Flann

“Here’s the till slip. Add today’s totals to the takings sheet in Dropbox Sign.”

Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in Dropbox Sign.

What you stop doing: Typing up the till slip after a long shift is off your list.

Turning supplier invoices into a list

Today

Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into Dropbox Sign before anything can be paid.

With Flann

“Read this week’s supplier invoices in Dropbox Sign and tell me what’s due before month end.”

Scanned, photographed or emailed, each invoice goes through Dropbox Sign and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.

What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.

How Flann connects to Dropbox Sign

  1. Search for Dropbox Sign in Flann’s Connectors.
  2. Paste your Dropbox Sign API key into the secure form Flann opens. You will find the key in your Dropbox Sign account settings.
  3. Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Dropbox Sign action itself.

Reading from Dropbox Sign is instant. Dropbox Sign stays connected until you remove it in Connectors.

Ways to use Dropbox Sign with Flann

Share without the hunt

Ask Flann for the file a customer needs. It finds it in Dropbox Sign so you can send it on.

Summarise before you read

Ask what a long document says. Flann reads it in Dropbox Sign and gives you the points that matter.

Start a document by voice

Send Flann the gist in a voice note. It prepares the document in Dropbox Sign for you to check.

Everything Flann can do in Dropbox Sign

All 56 Dropbox Sign actions, as Flann sees them.

Looks up 27

  • Get Signature Request Files as Data URI
  • Get Signature Request Files as File URL
  • Get Template Files as Data URI
  • Get Template Files as File URL
  • Download Signature Request Files
  • Download Template Files
  • Generate OAuth Authorization URL
  • Get API App
  • Get Available Fax Line Area Codes
  • Get Bulk Send Job
  • Get Current Team Membership
  • Get Dropbox Sign Account
  • Get Embedded Sign URL
  • Get Embedded Template Edit URL
  • Get Signature Request
  • Get Team Info
  • Get Template
  • List All Teams
  • List API Apps
  • List Bulk Send Jobs
  • List Fax Lines
  • List Faxes
  • List Signature Requests
  • List Sub-Teams
  • List Team Members
  • List Templates
  • Verify Dropbox Sign Account

Changes 29

  • Cancel Signature Request
  • Create Embedded Signature Request
  • Create Embedded Signature Request With Template
  • Create Template
  • Send Signature Request
  • Update Signature Request
  • Update Template Files
  • Add User to Template
  • Bulk create embedded signature request with template
  • Bulk send with template
  • Create API App
  • Create Dropbox Sign Account
  • Create Embedded Template Draft
  • Create Embedded Unclaimed Draft with Template
  • Create Report
  • Create Unclaimed Draft
  • Delete API App
  • Delete Fax
  • Delete Template
  • Edit and Resend Embedded Signature Request
  • Edit and Resend Embedded Signature Request With Template
  • Edit and Resend Signature Request
  • Edit and Resend Unclaimed Draft
  • Invite User to Team
  • Release Signature Request Hold
  • Remove User from Template
  • Send Request Reminder
  • Update API App
  • Update Dropbox Sign Account

More Signatures apps Flann works with

See all integrations

Common questions

What can Flann do with templates in Dropbox Sign?

Flann can create, delete and look up templates in Dropbox Sign, using 4 actions (Create Template, Delete Template, Get Template, List Templates). Looking up runs straight away and changes nothing. The other actions create or change templates in Dropbox Sign.

What can Flann do with template files in Dropbox Sign?

Flann can download, look up and update template files in Dropbox Sign, using 4 actions (Download Template Files, Get Template Files as Data URI, Get Template Files as File URL, Update Template Files). Looking up runs straight away and changes nothing. The other actions create or change template files in Dropbox Sign.

How does Flann connect to Dropbox Sign?

Open Connectors in Flann, choose Dropbox Sign and paste your Dropbox Sign API key into a secure form. You will find the key in your Dropbox Sign account settings. Once it is connected, Flann can use 56 actions in Dropbox Sign.

How do I ask Flann to do something in Dropbox Sign?

Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Dropbox Sign action that fits and asks if anything is missing.

Is Dropbox Sign included in my Flann plan?

Yes. Every Flann plan includes every app, Dropbox Sign included.

Put Dropbox Sign to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Dropbox Sign and ask for what you need. Live in 24 hours.