Do everything in one place
Customize your Hello Sign and Procore integration with the following
triggers and actions.
Triggers
When this happens…
Procore
- New event Real-timeNew events in Procore
- New recordNew record in Procore
- New/updated recordNew or updated record in Procore
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
Procore
- Add record to projectAdd record to project in Procore
- Create recordCreate record in Procore
- Custom actionCustom action in Procore
- Delete recordDelete record in Procore
- Get record details by IDGet record details by ID in Procore
- List folders and filesList folders and files in Procore
- Remove/delete record from projectRemove or delete record from project in Procore
- Search recordsSearch records in Procore
- Send invite to company userSend invite to company user in Procore
- Sync recordsCreate or update records in batch in Procore
- Update recordUpdate record in Procore
Any other action you can think up
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