Do everything in one place
Customize your Hello Sign and Magento 2 integration with the following
triggers and actions.
Triggers
When this happens…
Magento 2
- New customerNew customer in Magento 2
- New invoiceNew invoice in Magento 2
- New or updated customerNew/updated customer in Magento 2
- New or updated productNew/updated product in Magento 2
- New productNew product in Magento 2
- New purchase orderNew purchase order in Magento 2
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
Magento 2
- Custom actionCustom action in Magento 2 (Custom)
- Create customerCreate customer in Magento 2
- Create or update productCreate or update (upsert) product in Magento 2
- Get customer by IDGet customer by ID in Magento 2
- Get order by IDGet order by ID in Magento 2
- Search customer BatchSearch customers in Magento 2
- Search order BatchSearch orders in Magento 2
- Search product BatchSearch products in Magento 2
Any other action you can think up
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