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HubSpot workflows are only available for certain HubSpot plans. |
You can use HubSpot workflows with the Dropbox Sign for HubSpot integration to automate processes based off of Dropbox Sign timeline events. When you’re creating a workflow in HubSpot, you have the following filters available when you set up your triggers:
- Dropbox Sign: Declined to Sign Document
- Dropbox Sign: Received Deferred Signature Request
- Dropbox Sign: Received Signature Request
- Dropbox Sign: Signature Request All Signed
- Dropbox Sign: Signature Request Canceled
- Dropbox Sign: Signature Request Declined
- Dropbox Sign: Signature Request Reminded
- Dropbox Sign: Signature Request Sent
- Dropbox Sign: Signature Request Signed
- Dropbox Sign: Signature Request Viewed
- Dropbox Sign: Signed Document
- Dropbox Sign: Viewed Document
You can use these filters to automate processes in HubSpot, like sending emails, creating tasks, or managing lists, just like you would with any other workflow. Learn more about the actions you can automate with HubSpot workflows.
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