--- title: "Connect Freshdesk and HelloSign - APIANT.ai" description: "When \"New Contact\" fires in Freshdesk, your agent runs \"Get Signature Request Files\" in HelloSign." canonical: "https://apiant.ai/connect/freshdesk-to-hellosign" --- # Connect Freshdesk and HelloSign When **New Contact** fires in [Freshdesk](https://apiant.ai/connections/freshdesk), your agent runs **Get Signature Request Files** in [HelloSign](https://apiant.ai/connections/hellosign), or **New Signature Request** in HelloSign to **Create Ticket** in Freshdesk. Describe the whole flow and it is built, tested on every scenario and kept running. Freshdesk **3** triggers Freshdesk **21** 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 Freshdesk 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) Connecting Freshdesk and HelloSign lets support agents send and follow up on signature requests without leaving the helpdesk. A ticket about a contract can trigger a signature request in HelloSign, and a new signature request in HelloSign can open or annotate a ticket in Freshdesk so agents see where each document stands. Example flows ## What Freshdesk and HelloSign can do together ### From Freshdesk to HelloSign - When **New Contact** in Freshdesk then **Get Signature Request Files** in HelloSign - When **New Ticket** in Freshdesk then **Cancel Signature Request** in HelloSign ### From HelloSign to Freshdesk - When **New Signature Request** in HelloSign then **Create Ticket** in Freshdesk - When **New Signature Request** in HelloSign then **Get Contact** in Freshdesk 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 Freshdesk and HelloSign ## Triggers and actions 4 triggers · 29 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Action **Add Note to Ticket** Adds a private or public note to a ticket. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Ticket** Creates a new ticket in Freshdesk. - Action **Delete Contact** Deletes a contact by ID. - Action **Delete Ticket** Deletes a ticket by ID. - Action **Get Agent** Retrieves an agent by ID. - Action **Get Company** Retrieves a company by ID. - Action **Get Contact** Retrieves a contact by ID. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **List Agents** Lists all agents. - Action **List Companies** Lists companies. - Action **List Contacts** Lists contacts. - Action **List Ticket Conversations** Lists all conversations (replies and notes) on a ticket. - Action **List Tickets** Lists tickets, most recently updated first. - Action **Reply to Ticket** Adds a public reply to a ticket conversation. - Action **Search Contacts** Searches contacts using a Freshdesk query string. - Action **Search Tickets** Searches tickets using a Freshdesk query string. - Action **Update Company** Updates a company by ID. - Action **Update Contact** Updates a contact by ID. - Action **Update Ticket** Updates an existing ticket by ID. - 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 - [ **Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connections/freshdesk) - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) Reviews ## What our customers say ## More from Freshdesk - [ **Freshdesk to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshdesk-to-hubspot) - [ **Freshdesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshdesk-to-salesforce) - [ **Freshdesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshdesk-to-slack) - [ **Freshdesk to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshdesk-to-mailchimp) - [ **Freshdesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshdesk-to-stripe) - [ **Freshdesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshdesk-to-shopify) ## 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) - [ **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) - [ **Agile CRM to HelloSign** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-hellosign) Questions ## Freshdesk and HelloSign, answered ### ### Can a Freshdesk ticket start a signature request in HelloSign? Yes. The New Ticket trigger in Freshdesk can be followed by Send Signature Request in HelloSign using your document file URL and the signer details from the ticket contact. You can also add a note back on the ticket so agents see the request was sent. ### ### What happens on the Freshdesk side when a signature request appears in HelloSign? The New Signature Request trigger in HelloSign can create a ticket in Freshdesk, search contacts for the signer's email, or add a note to an existing ticket. The agent builds the scenario you describe and tests every scenario before it runs on live requests. ### ### What can start an automation from Freshdesk? Any of Freshdesk's 3 triggers in the catalog, including New Contact, New Ticket and New Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in HelloSign when something happens in Freshdesk? 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 Freshdesk? Yes. When something happens in HelloSign, your agent can act in Freshdesk too. This page covers both directions: HelloSign's triggers and Freshdesk's actions are listed here as well. ### ### Do I have to build a connector for Freshdesk 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 Freshdesk 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.