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    Dropbox Sign logo

    E-signature

    Dropbox Sign

    Send Dropbox Sign (formerly HelloSign) requests from Atlas and attach the completed signed PDF to the deal record.

    AuthAPI keyUpdatesReal-timeAvailable

    What this connector does

    • Send signature requests from Atlas using saved templates or ad-hoc documents.
    • Track signing status on the Atlas agreement timeline.
    • Attach the completed PDF and signer certificate to the related Atlas record.
    • Listen for signed webhook callbacks.

    Before you begin

    • You are a Team Admin on Dropbox Sign.
    • Your plan allows API access (Standard or higher).
    • You have a test account for first validation.

    Get your credentials

    1

    Open Dropbox Sign API settings

    Sign in and open Settings, API. Dropbox Sign API settings

    2

    Create an API app

    Click Create API App. Name it Atlas Connector.

    3

    Set the callback URL

    Set Callback URL to https://YOUR-ATLAS-HOST/webhooks/dropbox-sign.

    4

    Pick scopes

    Select Basic account info, Send signature requests, Read signature requests, and Manage templates.

    5

    Copy the client id and secret

    Copy Client ID and Secret into the Atlas Dropbox Sign connector settings page.

    Required scopes and permissions

    Basic account infobasic_account_info
    Send signature requestsrequest_signature
    Read signature requestsrequest_signature.read
    Manage templatestemplate_access

    Setup checklist

    1. Create the provider app in a sandbox or development workspace.
    2. Add the Atlas redirect URL to the provider app configuration.
    3. Copy the client id, client secret, or API key.
    4. Paste the credentials into the Atlas connector settings page.
    5. Click Connect and complete the provider sign-in screen.
    6. Run Test connection from the connector page to verify health.

    Troubleshooting

    • invalid_token

      Refresh token expired or revoked. Reconnect from Atlas.

    • callback_failed

      Atlas must return Hello API Event Received in the response body. Check the receiver implementation.

    • plan does not allow API

      Upgrade to a Standard plan or higher to enable API access.

    Webhooks

    Dropbox Sign POSTs JSON event payloads to the callback URL. Atlas validates the event hash.

    Events Atlas listens for

    • signature_request_sent
    • signature_request_viewed
    • signature_request_signed
    • signature_request_all_signed

    Provider docs: https://developers.hellosign.com/docs/events-and-callbacks/

    Disconnect and data deletion

    1. Click Disconnect on the Atlas Dropbox Sign connector page.
    2. Open Settings, API and delete the Atlas Connector API app.
    3. Atlas stops sending new signature requests on disconnect.

    Once you have the credentials above, paste them into the live connector page to finish connecting Dropbox Sign.

    Open the Dropbox Sign connector page

    On this page

    • What this connector does
    • Before you begin
    • Get your credentials
    • Required scopes and permissions
    • Setup checklist
    • Troubleshooting
    • Webhooks
    • Disconnect and data deletion