--- title: "Connect Caspio and HelloSign - APIANT.ai" description: "When \"New Record\" fires in Caspio, your agent runs \"Get Signature Request Files\" in HelloSign." canonical: "https://apiant.ai/connect/caspio-to-hellosign" --- # Connect Caspio and HelloSign When **New Record** fires in [Caspio](https://apiant.ai/connections/caspio), your agent runs **Get Signature Request Files** in [HelloSign](https://apiant.ai/connections/hellosign), or **New Signature Request** in HelloSign to **Find Records** in Caspio. Describe the whole flow and it is built, tested on every scenario and kept running. Caspio **4** triggers Caspio **4** actions HelloSign **1** trigger HelloSign **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Caspio and HelloSign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Caspio holds the records your team works from, and HelloSign handles the signing. Connecting them means a new row in Caspio can send out a signature request, and a signature request in HelloSign can be matched back to its Caspio record with the signed PDF filed on it. Status changes in Caspio can cancel or chase a pending request. Example flows ## What Caspio and HelloSign can do together ### From Caspio to HelloSign - When **New Record** in Caspio then **Get Signature Request Files** in HelloSign - When **Updated Record** in Caspio then **Cancel Signature Request** in HelloSign ### From HelloSign to Caspio - When **New Signature Request** in HelloSign then **Find Records** in Caspio - When **New Signature Request** in HelloSign then **Find View Records** in Caspio Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Caspio and HelloSign ## Triggers and actions 5 triggers · 12 actions - Trigger **Deleted Record** Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New or Updated Record** Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New Record** Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId,...}. - Trigger **Updated Record** Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Action **Download File from Field** Download the file stored in an Attachment-type field of a specific record. Returns the raw file content. - Action **Find Records** Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records. - Action **Find View Records** Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit. - Action **Upload File to Field** Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type). - Trigger **New Signature Request** Triggers when a new signature request appears in the account. - Action **Cancel Signature Request** Cancels an incomplete signature request. - Action **Get Account** Returns information about the current Dropbox Sign account. - Action **Get Signature Request** Retrieves a single signature request by its ID. - Action **Get Signature Request Files** Returns a download URL for the documents of a signature request as a PDF. - Action **List Signature Requests** Lists signature requests for the account, paginated and ordered newest first. - Action **List Templates** Lists the reusable templates available to the account. - Action **Send Reminder** Sends an email reminder to a signer to sign a pending signature request. - Action **Send Signature Request** Creates and sends a new signature request using document file URLs and a list of signers. ## Each app on its own - [ **Caspio** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connections/caspio) - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) Reviews ## What our customers say ## More from Caspio - [ **Caspio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/caspio-to-salesforce) - [ **Caspio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/caspio-to-slack) - [ **Caspio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/caspio-to-stripe) - [ **Caspio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/caspio-to-shopify) - [ **Caspio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/caspio-to-quickbooks-online) - [ **Caspio to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/caspio-to-pipedrive) ## More into HelloSign - [ **ActiveCampaign to HelloSign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-hellosign) - [ **Asana to HelloSign** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-hellosign) - [ **Freshdesk to HelloSign** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-hellosign) - [ **Freshworks CRM to HelloSign** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-hellosign) - [ **Capsule CRM to HelloSign** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-hellosign) - [ **PagerDuty to HelloSign** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connect/pagerduty-to-hellosign) Questions ## Caspio and HelloSign, answered ### ### Can the signed document end up back on the Caspio record? Yes. HelloSign can return a download URL for the documents of a signature request, and that URL can be uploaded into an Attachment-type field on the Caspio record you name. The agent tests every scenario, including the case where no matching record is found. ### ### What starts a signature request from Caspio? A new record, an updated record, or a deleted record in a chosen Caspio table can start the run, and HelloSign then sends the request using document file URLs and the signers you supply. A later update to that record can send a reminder or cancel the request while it is still incomplete. ### ### What can start an automation from Caspio? Any of Caspio's 4 triggers in the catalog, including New Record, Updated Record, New or Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in HelloSign when something happens in Caspio? Any of HelloSign's 8 actions, including Cancel Signature Request, Send Signature Request, Send Reminder and Get Account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HelloSign to Caspio? Yes. When something happens in HelloSign, your agent can act in Caspio too. This page covers both directions: HelloSign's triggers and Caspio's actions are listed here as well. ### ### Do I have to build a connector for Caspio or HelloSign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Caspio and HelloSign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.