HelloSign and Salesflare

E-signature software.

Signatures hellosign.com ↗

How to connect HelloSign

Via Make — 15 modules available. Set it up ↗

What you can automate

When new Tasks in Salesflare, send a Request Reminder in HelloSign.

About HelloSign

HelloSign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

HelloSign operations on Make

Triggers (1)

Start a workflow when this happens

Watch Events — Watch all events involving your account.

Actions (12)

Things Salesflare can make it do

Cancel an Incomplete Signature Request — Cancels an incomplete signature request. This action is not reversible.
Create a Template Using an Existing Template — Creates a new template using the overlay of an existing template.
Delete a Template — Deletes the specified template.
Delete your Team — Deletes your team.
Get Signature Request Files — Retrieves a copy of the documents belonging to a signature request.

Show 7 more actions

Get Template Files — Retrieves a copy of a template's original files.
Get a Signature Request — Retrieves a signature request.
Get a Template — Retrieves a template.
Make an API Call — Performs an arbitrary authorized API call.
Send a Request Reminder — Sends an email to the signer reminding them to sign the signature request.
Send a Signature Request — Creates and sends a new signature request with the submitted documents.
Send a Signature Request with a Template — Creates and sends a new signature request based on a template.

Searches (2)

Look up existing records

List Signature Requests — Retrieves all signature requests (both inbound and outbound) that you have access to.
List Templates — Retrieves the list of templates that are accessible to you.