Do everything in one place
Customize your Hello Sign and Namely integration with the following
triggers and actions.
Triggers
When this happens…
Namely
- New eventNew event in Namely
- New employee profileNew employee profile in Namely
- New/updated employee profileNew or updated employee profile in Namely
Any other trigger you can think up
Actions
Do this…
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
Namely
- Custom actionCustom action in Namely (Custom)
- Create status postPost new status on Namely
- Get employee profile details by IDGet employee profile details in Namely
- Post commentPost comment in Namely
- Search people profiles BatchSearch people profiles in Namely
- Update people profileUpdate people profile in Namely
Any other action you can think up
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