Send a Dropbox Sign contract for every new Typeform intake

By General Input

Every new client intake form fires off the right contract for signature and logs the send to a Google Sheet so finance can reconcile signed deals later.

Integrations

  • Typeform
  • Dropbox Sign
  • Google Sheets

Type

Deterministic Code

Categories

  • Operations
  • Sales

Build a deterministic code workflow that sends a Dropbox Sign contract every time a client fills out my Typeform client-intake form, and logs the send to a Google Sheet for finance reconciliation.

Trigger: Typeform webhook on new form submission for my client-intake form. Typeform supports first-class outgoing webhooks (Create or Update Webhook), so use a webhook trigger here, not a poll.

Step 1. Call Typeform's Retrieve Responses for the form, scoped to the response ID delivered in the webhook payload, to pull the submitter's answers. Extract these fixed fields: full name, email, company, and contract amount.

Step 2. Call Dropbox Sign's Send Signature Request with Template using a fixed template_id (I'll provide it as a workflow input). Map the fields pulled from Typeform onto the template's merge fields: full_name, email, company, contract_amount. Set the signer name and email_address from the form answers. Capture signature_request_id from the response.

Step 3. Call Google Sheets Append Values on my contract-log spreadsheet (sheet name and spreadsheet ID provided as workflow inputs) to append one row: timestamp (now, ISO 8601), client full name, client email, Dropbox Sign signature_request_id, Typeform response_id. Use valueInputOption USER_ENTERED so the timestamp is parsed as a date.

Every step is a fixed-shape transform. No template selection logic, no copywriting, no judgement calls. If any step fails the workflow should surface the error and stop, so finance never sees a sent contract without a matching log row.

Workflow inputs to expose: Typeform form_id, Dropbox Sign template_id, the merge-field key names on the template (in case mine differ), Google Sheets spreadsheet_id, and the sheet/range to append to (e.g. ContractLog!A:E).

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