To send a test_mode request using the Zapier you will need:
API and- a Dropbox Sign API account (you can signup for a test account here)
- a Zapier account
Steps
-
Setting up your accounts
-
Creating your Zap
-
Connecting your
API account -
What to do if your free
account won't connect
Setting up your accounts
To connect your here. To learn more about getting started with on Zapier, check here.
account to Zapier, you will need an active API account, and at least one active template set up. For more on getting started with , including information on how to create a new template, startCreating your Zap
Please create your Zap on Zapier. here.
can be the trigger or the action step of your Zap. Additionally, Zapier supports allowing to be the trigger and action step in your Zap. For information on the basics of Zapier, like setting up your Zaps, startConnecting your
API accountConnecting your
account as a Trigger- Login to your Zapier account.
- After logging in please select "Make a Zap" from the upper-right hand corner of your dashboard.
- Search for and select as the Trigger.
- Select your trigger.
- Select connect account or if you've already authorized your account, choose the account to connect to and hit "Save + Continue".
Connecting your
account as an Action- Login to your Zapier account.
- After logging in please select "Make a Zap" from the upper-right hand corner of your dashboard.
- Search for and select as the Action.
- Choose an action then click "Save + Continue".
- Select connect account or if you've already authorized your account, choose the account to connect to and hit "Save + Continue".
- Select your template.
- Under "Is Your API Plan Paid?" select "No".
- At this point, you can test out your Zap, Add a Step, or hit Finish to finalize your Zap.
What to do if your free
account won't connect- When setting "Is your API Plan Paid?" select "Use Custom Value".
- After choosing "Use Custom Value" a new field will be appended, titled "Custom Value for Is your API plan paid?".
- In the appended field type "1". Please see my screenshot below for a visual aide.
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