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Customize your Hello Sign and Rev Ops integration with the following
triggers and actions.
Triggers
When this happens…
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
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
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
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