HelloSign

May 4, 2022

Calendly Integration

When someone eSigns your contract in HelloSign, start your customer onboarding process immediately. Just follow this Zapier solution guide to get started.

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Prerequisites

You will need the following before you can integrate Pipeline with HelloSign through Zapier:

  • Zapier account (sign up for free!)
  • HelloSign account

Setup and Configuration

Trigger

Select the Trigger Event as Signature Request Signed

Action(s)

Select the Action Event as Create Ask

Be sure to select the appropriate Pipeline Flow and enter the signer email as the creator of the Ask.

Note, the Flow must be LIVE.

 

Next Steps

View How-To »

Need to collect signatures as part of your flow? Integrate with HelloSign and let users eSign your documents! Just follow this solution guide to set it up.

View How-To »

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