Use OAuth 2.0 with the Workflows API. Grant scopes such as surveys.readonly to access survey data and submissions. Store tokens securely and rotate regularly.
Authenticate Dropbox Sign with the Workflows API by generating an API key or OAuth token from Dropbox Sign and attaching it to your GHL connection. Ensure app permissions align with required scopes.
Endpoints used in this integration include GET /surveys/ and GET /surveys/submissions. Additional endpoints are available in the API documentation.
Trigger: New survey submission received via GET /surveys/submissions
Action: Generate and send a Dropbox Sign document and capture the signed result
GET /surveys/submissions
survey_id, submission_id, signer_email
Trigger: New or updated survey (GET /surveys/)
Action: Map survey fields to Dropbox Sign templates and update documents
GET /surveys/
survey_id, template_id, field_mappings
Trigger: New survey submission
Action: Create or update signer data and prepare documents for signing
GET /surveys/submissions
submission_id, signer_email, document_id
Automate signing workflows without writing code
Consolidate data across systems and reduce manual data entry
Gain real-time visibility into document status and approvals
Key elements include endpoints, triggers, actions, and field mappings that define how data flows between the Workflows API and Dropbox Sign
GHL API is the programmatic interface that lets apps read data and trigger actions in your GHL account
An endpoint is a specific URL in the API used to access a resource or perform an action
A trigger starts a workflow when a defined event occurs, such as a new survey submission
OAuth 2.0 is the standard authorization protocol used to grant limited access to a user’s data
Auto-create a signer profile and send a signing package whenever a new survey submission is received
Use survey data to drive Dropbox Sign templates and messaging in a sequence
Log actions and approvals between the Workflows API and Dropbox Sign for auditing
Create and authorize tokens for the Workflows API and Dropbox Sign with the required scopes
Define the data flow: which endpoints to monitor and what actions to take
Run tests with sample submissions and confirm signatures proceed correctly
The Workflows API exposes endpoints and events that let you automate cross app processes. When you connect Dropbox Sign, you can trigger signing flows from survey data and capture results back into your system. This enables seamless, code-free orchestration of documents and data. You can scale automation across teams by reusing templates and mappings.
Secure authentication starts with OAuth 2.0 or API keys, rotated credentials, and least-privilege access. Store tokens in a secure vault, use short-lived tokens where possible, and regularly review permissions. When setting up in GHL, link credentials to a dedicated connection and monitor activity logs.
Key endpoints include GET /surveys/ to list surveys and GET /surveys/submissions to fetch submissions. Depending on your plan, additional endpoints may be available to manage templates, documents, and signers. Refer to the API docs for the full list.
Yes. You can map survey fields to Dropbox Sign templates so that each submission auto-generates a prefilled signing package. This reduces manual data entry and ensures consistency across documents.
Webhooks and real-time updates can be used to push status changes from Dropbox Sign back into GHL. Configure your endpoints to receive signed status, delivery, and error notifications to keep records up to date.
Common scopes include surveys.readonly to access survey data and submissions. Use the principle of least privilege and request only the scopes your integration needs. Token rotation improves security.
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