Dropbox Sign
Follow all of the step-by-step instructions below to set up Sora’s integration with Dropbox Sign to be able to send documents automatically as part of a Sora workflow.
Connecting Dropbox Sign and Sora
- Open Sora and navigate to Settings > Integrations > Dropbox Sign.
- Click on the Log in to set up integration button and log into your Dropbox Sign account.
- A popup window will open asking you to allow access to the Sora application. Click the Accept button.
- The integration connection should be all set up. Click the Validate button in Sora to verify the connection.
![](https://assets-global.website-files.com/62d716c9889f3e5de4ac5373/64ff65a2d2a34319a265490c_T5qjRntUQQvTklQMHd9lgtJ6qRdEb1DhsofKDhCkWFR5duEP2zuKyVo-5ejyzfDV-BewLg9pvowvtf2NvF6Eoni_LRzC545VVWwqMYLPluO1_377ei6mmGfafl2mjvKE54qZEwREbjz_TBpgtxFWvZE.png)
Creating The Integration Task in a Sora Workflow
- Inside the Sora workflow, create a new integration task type.
- Search for Create a signature request in Dropbox Sign and select that from the dropdown menu.
![](https://assets-global.website-files.com/62d716c9889f3e5de4ac5373/64ff65a26dc7f47e3c2f33fa_I7XBx4UwXDBMU6ZO2Tm1-6uS8OH7jMwsxzDxF3Pkh0Gt3_Sm-uE6KoKg2WhcI9rc01_ZiJ-EwZdGf80e_mH34qzMaG6Kbh_8cP5xwiZhqLCkvBbtVanmxumPMVK_8wBNFfyUr6lEUKsfu92b3ZBDeiU.png)
- Select the template from Dropbox Sign that you would like to use for this task. Based on the template you select, a bunch of configuration options will appear for you to fill out (such as signers, CCs, custom fields, etc).
![](https://assets-global.website-files.com/62d716c9889f3e5de4ac5373/64ff65a40c48e07ca9449d18_1OHfhiEVYLFBgAgLtx4NG2I7w6u9V12BokjBWbd8HrEkfAX05bjLRfPfer6jHjDQshsEPvrx1GMzvRYWc26h8AhFvTsc26WTCRLpzletb6RfYfUNAf2IqMYDLnefvmqGYVXArcawtVjmXh-YXdiNlPY.png)
- Once you are finished configuring the Dropbox Sign template, click the Publish button.
You are now finished creating your first Dropbox Sign task and it’s ready to start sending documents!