Do everything in one place
Customize your Hello Sign and Sendoso integration with the following
triggers and actions.
Triggers
When this happens…
Sendoso
- New UserNew User in Sendoso
- Updated Send AnalyticsUpdated Send Analytics in Sendoso
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
Sendoso
- Add User to GroupAdd User to Group in Sendoso
- Create GroupCreate Group in Sendoso
- Create Custom TemplateCreate new Custom Template in Sendoso
- Create TouchCreate Touch in Sendoso
- Create UserCreate User in Sendoso
- Custom actionCustom action in Sendoso
- Delete GroupDelete Group in Sendoso
- Delete TouchDelete Touch in Sendoso
- Delete UserDelete User from Sendoso
- Generate eGift LinksGenerate eGift Links in Sendoso
- Get Send AnalyticsGet Send Analytics in Sendoso
- Get Send StatusGet Send Status in Sendoso
- Get Custom TemplateGet Custom Template in Sendoso
- Get Touch DetailsGet Touch Details in Sendoso
- Get UserGet User in Sendoso
- List Active TouchesList Active Touches in Sendoso
- List Possible GiftsList all possible Gifts in Sendoso
- List Group MembersList Group Members in Sendoso
- List GroupsList Groups in Sendoso
- List Sent GiftsList all sent Gifts in Sendoso
- List TemplatesList Custom Templates in Sendoso
- List UsersList Users in Sendoso
- Send GiftSend a Gift in Sendoso
- Update an existing TouchUpdate an existing Touch in Sendoso
Any other action you can think up
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