How to automatically upload newly-signed Signeasy envelopes to Dropbox

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, add details like the name. This will allow your playbook to automatically detect the signed Signeasy envelope and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Dropbox automation into your playbook to ensure the prompt file upload for each new signed Signeasy envelope.

Click the "Add step" button, then locate the "Upload file" automation for Dropbox and input the mandatory and relevant details.

If your Dropbox account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Dropbox account.

Activating your playbook is the final step to automate uploading the file in Dropbox. Once turned on, it will respond whenever an envelope is signed in Signeasy by uploading the file in Dropbox without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.