Send a Dropbox Sign contract for every new Typeform intake
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
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).
What it does
- Watches your client intake form in Typeform and runs the moment someone submits it.
- Pulls the new submission's answers and maps full name, email, company, and contract amount onto your Dropbox Sign template.
- Dispatches the signature request to the client right away with the values already filled in.
- Appends one row to your contract log spreadsheet with the timestamp, client name, email, signature request ID, and form response ID for finance to reconcile later.
What you’ll need
- A Typeform account with the client intake form you use today.
- A Dropbox Sign account with a contract template that has merge fields for full name, email, company, and contract amount.
- A Google Sheet with a contract log tab and a header row covering timestamp, client name, email, signature request ID, and form response ID.
How to customize it
- Swap the Dropbox Sign template for a different contract (MSA, SOW, NDA) or pick one based on a form answer.
- Add or remove columns in the contract log to match how your finance team tracks deals.
- Add a Slack or email ping to your sales lead the moment a contract goes out for signature.
Use cases
- Onboarding Automation
- Document Processing
- Data Sync