HelloSign
May 4, 2022
Calendly IntegrationWhen 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.