Do everything in one place
Customize your Hello Sign and Workbot for Microsoft Teams integration with the following
triggers and actions.
Triggers
When this happens…
Workbot for Microsoft Teams
- New command Real-timeNew command to Workbot for Teams
- New help message trigger Real-timeNew help message to Workbot
- New real-time event Real-timeReal-time event in Microsoft Teams
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
Workbot for Microsoft Teams
- Custom actionCustom action in Workbot for Microsoft Teams (Custom)
- Delete messageDelete message in Microsoft Teams
- Get user info by principal name or user IDGet user info by principal name or user ID
- Response to real-time eventResponse to real-time event in Microsoft Teams
- Post messagePost message to user as Workbot
- Post replyPost reply to user as Workbot
- Post message (old version)Post message as Teams Workbot
- Post reply (old version)Post reply as Teams Workbot
- Post simple messagePost simple message as Teams Workbot
- Post simple replyPost simple reply as Teams Workbot
Any other action you can think up
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