HelloSign
When this happens...
HelloSignSignature Request Signed
do these tasks!
CopperCreate/Update Opportunity
XeroCreate/Update Contact

What's the next best thing to closing a deal? Getting paid, of course! Use this automation to get your newest client set up in your accounting platform faster than you can say, show me the money. Every time a new HelloSign signature is received, Zapier will update the opportunity in Copper and add the new contact to Xero.

How this HelloSign-Copper-Xero integration works

  1. A new HelloSign document is signed
  2. Zapier updates the opportunity in Copper
  3. Zapier adds the contact to Xero

Apps involved

  • HelloSign
  • Copper
  • Xero

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect HelloSign + Xero 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 Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Signature Request Viewed

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

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Bill

Creates a new bill (Accounts Payable).

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create Payment

Applies a payment to an invoice.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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!

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

See Xero Integrations

Connect HelloSign + Xero

Connect the apps you use everyday and find your productivity super-powers.

By signing up, you agree to Zapier’s Terms of Service.