Do everything in one place
Customize your Hello Sign and Salesforce Marketing Cloud integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce Marketing Cloud
- New data extension rowNew data extension row in Salesforce Marketing Cloud
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
Salesforce Marketing Cloud
- Custom actionCustom action in Salesforce Marketing Cloud (Custom)
- Copy data extensionCopy data extension in Salesforce Marketing Cloud
- Create email from HTML templateCreate email from HTML template in Salesforce Marketing Cloud
- Create data extension from templateCreate data extension from template in Salesforce Marketing Cloud
- Delete data extensionDelete data extension in Salesforce Marketing Cloud
- Search data extension BatchSearch data extension in Salesforce Marketing Cloud
- Search data extension row BatchSearch data extension row in Salesforce Marketing Cloud
- Upload assetUpload asset in Salesforce Marketing Cloud
- Upsert data extension rowUpsert row in data extension in Salesforce Marketing Cloud
- Upsert data extension row BatchBulk upsert row in data extension in Salesforce Marketing Cloud
Any other action you can think up
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