Do everything in one place
Customize your BuildingConnected and Hello Sign integration with the following
triggers and actions.
Triggers
When this happens…
BuildingConnected
- New or updated contactNew or updated contact in BuildingConnected
- Updated opportunity status in BidBoard Pro Real-timeUpdated opportunity status in BidBoard Pro
Any other trigger you can think up
Actions
Do this…
BuildingConnected
- Custom actionCustom action in BuildingConnected
- Get bidder by IDGet bidder by ID
- Get bidders for a bid packageGet bidders for a bid package in BuildingConnected
- Get contact by IDGet contact by ID in BuildingConnected
- Get contactsGet contacts in BuildingConnected
- Get project by IDGet project by ID in BuildingConnected
- Get projectsGet projects in BuildingConnected
- Get qualification submissionGet qualification submission in BuildingConnected
- Get qualification formGet qualification form in BuildingConnected
- Get completed TradeTapp qualificationsGet completed TradeTapp qualifications in BuildingConnected
Any other action you can think up
Hello Sign
- Add user access to templateAdd user access to template in HelloSign.
- Add user to teamInvite a user to your team in HelloSign.
- Cancel signature requestCancel an incomplete signature request in HelloSign.
- Create recordCreate record in HelloSign
- Custom actionCustom action in HelloSign
- Delete recordDelete record in HelloSign
- Get record detailsGet specific details of record in HelloSign
- Remove signature request accessRemove signature request access in HelloSign.
- Remove user access to templateRemove user access to template in HelloSign.
- Remove user to teamRemove a user from team in HelloSign.
- Search recordsSearch for records in HelloSign
- Send signature requestSend a signature request with the submitted documents in HelloSign.
- Send signature request reminderSend a signature request reminder in HelloSign.
- Send signature request with templateSend a signature request based off a template in HelloSign.
- Update recordUpdate record in HelloSign
Any other action you can think up
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