Dropbox Sign: Check Signa­ture Status After A Week 

Importa ora
Realizzato da ActiveCampaign

Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track of who’s signed their needed paperwork and then spending time tracking down the signature is timely and exhausting. This automation uses our HelloSign integration to keep track of a signature request and follow-up accordingly.

This automation is triggered when a Dropbox Sign signature request is in progress. If after a week, the signature request is still in progress, the automation creates a task for the deal owner to follow up with the client.

Here’s how Dropbox Sign: Check Signature Status After A Week works:

The contact enters the automation when they have a Dropbox Sign signature request marked as “In Progress”.

1. The contact arrives at a wait step and waits for a week.

2. The contact then comes to an If/Else statement, checking if the signature request is still in progress.

3. If yes, the contact goes down the yes path and arrives at an add task action, creating a task for the deal owner to follow up.

4. If no, the contact goes down the no path and exits the automation.

Note: You will connect your ActiveCampaign account and Dropbox Sign account within the automation and set up the parameters of what document is being signed.

Vuoi provare ActiveCampaign?

Provalo gratis per 14 giorni.

Prova gratuita di 14 giorni con regi­stra­zione via e‑mail
Unisciti a oltre 180.000 clienti. Non è necessaria la carta di credito. Configurazione istantanea.