HelloSign + Optix Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect HelloSign and Optix, with as many as 10 possible integrations. Are you ready to find your productivity superpowers?
Send invitations to new Optix users to sign membership agreements in HelloSign
A crucial part of the onboarding process, you'll want all new members to sign a membership agreement. Why not let Zapier do the heavy lifting for you? With this integration, new members will receive an email inviting them to sign a membership agreement via HelloSign as soon as you add them as a new user within Optix.
How this Optix-HelloSign works
- A new user is added to Optix
- Zapier automatically prompts HelloSign to send an invite to the user to sign
It's easy to connect HelloSign + Optix and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Sends a HelloSign template out for signature request.
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Triggers when a member booking has been updated.
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