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

Triggers

When this happens…

Zendesk
  • New organization
    New organization in Zendesk
  • New ticket
    New ticket in Zendesk
  • New ticket Real-time
    New ticket in Zendesk
  • New user
    New user in Zendesk
  • New/updated records Batch
    New/updated records in Zendesk
  • New/updated organization
    New/updated organization in Zendesk
  • New/updated ticket
    New/updated ticket in Zendesk
  • New/updated ticket Real-time
    New/updated ticket in Zendesk
  • New/updated user
    New/updated user in Zendesk
  • Any other trigger you can think up

  • Show all 9

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

  • Show all 15
Zendesk
  • Custom action
    Custom action in Zendesk (Custom)
  • Create organization membership
    Create organization membership in Zendesk
  • Bulk update tickets
    Bulk update tickets in Zendesk
  • Create/update records Batch
    Upsert records in Zendesk
  • Solve ticket
    Solve ticket in Zendesk
  • Create custom object record
    Create custom object record in Zendesk
  • Create organization
    Create organization in Zendesk
  • Create relationship record
    Create relationship record in Zendesk
  • Create ticket
    Create ticket in Zendesk
  • Upload attachment
    Upload attachment to Zendesk
  • Create user
    Create user in Zendesk
  • Delete custom object record by ID
    Delete custom object record in Zendesk
  • Delete relationship record by ID
    Delete relationship record in Zendesk
  • Delete ticket
    Delete ticket in Zendesk
  • Get custom object record by ID
    Get custom object record in Zendesk
  • Get organization details by ID
    Get organization details in Zendesk
  • Get organization by external IDs
    Get organizations in Zendesk
  • Get relationship record(s)
    Get relationship record(s) in Zendesk
  • Get ticket details by ID
    Get ticket details in Zendesk
  • Get comments for ticket
    Get comments for a ticket in Zendesk
  • Get list of tickets by external IDs
    Get list of tickets by external IDs in Zendesk
  • Get user details by ID
    Get user details in Zendesk
  • Get list of custom object records by external IDs
    Get custom object records in Zendesk
  • List user identities
    Get user identity details in Zendesk
  • Search groups
    Search for a group in Zendesk
  • Search organization member
    Search for a organization member in Zendesk
  • Search organizations
    Search for organizations in Zendesk
  • Search tickets
    Search for tickets in Zendesk
  • Search users
    Search for users in Zendesk
  • Update custom object record
    Update custom object record in Zendesk
  • Update organization
    Update organization in Zendesk
  • Update ticket
    Update ticket in Zendesk
  • Update user
    Update user in Zendesk
  • Any other action you can think up

  • Show all 33

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