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Customize your Hello Sign and HubSpot integration with the following
triggers and actions.
Triggers
When this happens…
HubSpot
- New contact in contact listNew contact added to a contact list in HubSpot
- New form submissionNew form submission in Hubspot
- New recordNew record in HubSpot
- New records BatchNew records in HubSpot
- New/updated recordNew/updated record in HubSpot
- New/updated records BatchNew/updated records in HubSpot
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
HubSpot
- Custom actionCustom action in HubSpot (Custom)
- Add contact to listAdd contact to list in HubSpot
- Add contact to workflowContact added to workflow in Hubspot
- Associate recordsAssociate records in HubSpot
- Associate records BatchAssociate records in HubSpot
- Import CRM DataBulk import in Hubspot
- Create engagementCreate engagement in HubSpot
- Create recordCreate a record in HubSpot
- Create records BatchCreate records in HubSpot
- Delete associations BatchDelete associations in HubSpot
- Delete contactDelete contact in HubSpot
- Export object dataExport contents as a file from Hubspot
- Get associations BatchGet associations in HubSpot
- Get contacts associated with a company BatchGet all contacts in a Company in HubSpot
- Get contacts in contact list BatchGet all contacts in HubSpot
- Get owner details by IDGet owner details by ID from HubSpot
- Get recordGet record in HubSpot
- List associations BatchList associations in HubSpot
- Remove contact from contact list BatchContact removed all contacts in HubSpot
- Search pipeline stages BatchSearch pipeline stages in HubSpot
- Search record BatchSearch record in HubSpot
- Update recordUpdate a record in HubSpot
- Update records BatchUpdate records in HubSpot
Any other action you can think up
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