HelloSign

HelloSign + AdviserLogic Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect HelloSign and AdviserLogic, with as many as 11 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect HelloSign + AdviserLogic and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Signature Request Signed

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Send Signature Request From Template

Sends a HelloSign template out for signature request.

Signature Request Sent

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

Signature Request Viewed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

New or Updated Entity

Triggers when a company/trust is created or updated.

New or Updated Client

Triggers when a client is created or updated.

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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!

AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.

See AdviserLogic Integrations