Updates to HelloSign: Connect Zapier on Trial Plans, New & Faster Triggers, Expanded Functionality

Ashley Hockney
Ashley Hockney / January 3, 2017

Contracts. Fine print. Blue pens. Back and forth and headaches. Signing documents is a pain, which is why HelloSign comes as such a relief to businesses of all shapes and sizes. With intuitive simplicity, HelloSign lets you electronically sign legally binding documents and now you can automate more of the process with Zapier.

With its newest update, HelloSign has opened the door for trial users to integrate with Zapier using their “test mode”. See the full experience of automating the admin work around documents without paying a cent. Once you get started, you’ll notice expanded functionality.

There are now even more options for what you can automate with HelloSign and Zapier. Now anyone can trigger workflows when signatures are declined, and also viewed, sent and signed. Additionally, the automation is faster than ever and now powers users to autofill metadata and CC function into your send templates.

With Zapier and HelloSign, your documents are signed, sealed and now - automatically - delivered.

What's New with HelloSign

New Triggers

  • Signature Request Signed: Triggers when a signature request is signed.

  • Signature Request Sent: Triggers when a signature request is sent.

  • Signature Request Declined: Triggers when a signature request is declined.

  • Signature Request Viewed: Triggers when a signature request is viewed.

These Triggers require a paid HelloSign API plan for users not in HelloSign's "test mode."

New Options for Actions

  • When using the Send Signature Request from Template Action, you can now fill in the "metadata" field, which can be used to store various types of hidden data such as the signer's order number. You can also now fill in the "CC address" field, which will CC the signature request to another email address.

How to Automate HelloSign with Zapier

  1. Make sure you have a Zapier and a HelloSign account

  2. Try some pre-made HelloSign integrations and learn more about how HelloSign works

  3. Check out our HelloSign help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with HelloSign and Zapier