Hello Sign and VendorPanel integrations and automations

Do everything in one place

Customize your Hello Sign and VendorPanel integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Hello Sign
  • Add user access to template
    Add user access to template in HelloSign.
  • Add user to team
    Invite a user to your team in HelloSign.
  • Cancel signature request
    Cancel an incomplete signature request in HelloSign.
  • Create record
    Create record in HelloSign
  • Custom action
    Custom action in HelloSign
  • Delete record
    Delete record in HelloSign
  • Get record details
    Get specific details of record in HelloSign
  • Remove signature request access
    Remove signature request access in HelloSign.
  • Remove user access to template
    Remove user access to template in HelloSign.
  • Remove user to team
    Remove a user from team in HelloSign.
  • Search records
    Search for records in HelloSign
  • Send signature request
    Send a signature request with the submitted documents in HelloSign.
  • Send signature request reminder
    Send a signature request reminder in HelloSign.
  • Send signature request with template
    Send a signature request based off a template in HelloSign.
  • Update record
    Update record in HelloSign

    • Any other action you can think up

VendorPanel
  • Authenticate User's email.
    Authenticate user's email in VendorPanel.
  • Get Opportunity Document by Opportunity ID and Document ID.
    Get opportunity document by opportunity ID and document ID in VendorPanel.
  • Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.
    Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
  • Get Opportunity Supplier by Opportunity ID and Supplier ID.
    Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
  • Get Opportunity by ID.
    Get opportunity by ID in VendorPanel.
  • Get Response Document by Opportunity ID, Response ID and Document ID.
    Get response document by opportunity ID, response ID and document ID in VendorPanel.
  • Get Response by ID.
    Get response by ID in VendorPanel.
  • List Opportunity Categories for Opportunity ID.
    List opportunity categories for opportunity ID in VendorPanel.
  • List Opportunity Documents for Opportunity ID.
    List opportunity documents for opportunity ID in VendorPanel.
  • List Opportunity Suppliers for Opportunity ID.
    List opportunity suppliers for opportunity ID from VendorPanel.
  • List Response Documents for Opportunity ID and Response Id.
    List response documents for opportunity ID and response ID in VendorPanel.

    • Any other action you can think up

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