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Dropbox Sign and Coda.io integration: an overview

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Dropbox Sign Support
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The Dropbox Sign and Coda.io integration is available to customers on Dropbox Sign Essentials, API Standard and Premium Plans. Learn more about Dropbox Sign plans.

With the Dropbox Sign and Coda.io integration you can edit and sign multi-user documents within Coda.io, as well as store them in the cloud for easy access. 

Features included in the integration

Multi-user
With Dropbox Sign and Coda.io integration, you will have access to:
  • A signed document PDF repository
  • Use of more than 3 case templates to integrate contract status into CRMs, project management, HR systems and more
Cloud-base sync
You can back up completed documents and account data to migrate them and use for quick access.

Get the integration

To get the Dropbox Sign and Coda.io integration:
  1. Log in to hellosign.com.
  2. Click your avatar (profile picture or initials) in the top-right.
  3. Click Settings. 
  4. Click the API tab.
  5. Click the Generate key button. This will create an API key in this format: 123456789. You’ll need this to connect your Dropbox Sign account with your Coda.io account.
  6. Type in the name for the new API key.
  7. Next to the newly generated API key, click the copy icon (overlapping rectangle) to copy it.
  8. In another tab, log in to Coda.io.
  9. Click Insert in the top-right of the page.
  10. Type “Dropbox Sign” in the search bar.
  11. Select Dropbox Sign [official] under the Packs section.
  12. Click Add to doc.
  13. A pop-up window will ask for your confirmation to connect the accounts. Paste the API key you copied in step 7 into the API Key bar.
  14. Click Continue.
  15. Click Complete setup.
You can now add the Dropbox Sign integration features to any of your Coda.io document pages from the Insert menu. You can simply drag and drop documents in any row or column in an existing table body or template.

Note: You’ll only be able to sync pack tables updates every 2 minutes. Additional requests will time out or fail.

FAQs

Do I need a Coda.io subscription to use this integration?
No, you don’t need a paid Coda.io account unless your Dropbox Sign account data exceeds the thresholds of the free Coda.io account. 

To know if you’re eligible for a free Coda.io account, please contact Coda.io at support@growth-mechanics.com.

Which Dropbox Sign plan do I need to use the integration?
You can use this integration with Dropbox Sign Essentials, API Standard and Premium Plans.

Where do I create and send contracts from?
At the moment, you can only create and send contracts from your Dropbox Sign account. Coda.io is working on changing this in the near future.

Learn more about what Coda.io is working on next.

Who should I contact if I’m having issues installing the integration?
If you have any issues or questions regarding the installation or use of this pack, please reach out to Coda.io at support@growth-mechanics.com.

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