Integration
Connect Freshworks CRM and HelloSign
When New Deal fires in Freshworks CRM, your agent runs Get Signature Request Files in HelloSign, or New Signature Request in HelloSign to Add Note to Contact in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshworks CRM and HelloSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)HelloSign handles the signing and Freshworks CRM holds the customer record, so signature activity often stays out of the CRM. Joining them means a signature request in HelloSign can update the matching contact or deal in Freshworks CRM, and a new deal in Freshworks CRM can send the paperwork out without anyone copying names and emails between the two.
Example flows
What Freshworks CRM and HelloSign can do together
From Freshworks CRM to HelloSign
When New Deal in Freshworks CRM
then Get Signature Request Files in HelloSign
From HelloSign to Freshworks CRM
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 Freshworks CRM and HelloSign
Triggers and actions 7 triggers · 25 actions
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
- Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
- New Signature Request
Triggers when a new signature request appears in the account.
- Cancel Signature Request
Cancels an incomplete signature request.
- Get Account
Returns information about the current Dropbox Sign account.
- Get Signature Request
Retrieves a single signature request by its ID.
- Get Signature Request Files
Returns a download URL for the documents of a signature request as a PDF.
- List Signature Requests
Lists signature requests for the account, paginated and ordered newest first.
- List Templates
Lists the reusable templates available to the account.
- Send Reminder
Sends an email reminder to a signer to sign a pending signature request.
- Send Signature Request
Creates and sends a new signature request using document file URLs and a list of signers.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Freshworks CRM and HelloSign, answered
Will the agent match a signer to the right person in Freshworks CRM?
Yes, it uses Find Contact by Email to look up the signer's address from the HelloSign signature request. If a contact comes back, it can add a note or create a task on that contact; if none is found, you can have it create the contact instead.
Can a document be sent straight from a deal in Freshworks CRM?
Yes, the New Deal trigger in Freshworks CRM can feed Send Signature Request in HelloSign with document file URLs and the signer list. If the deal later changes, a New or Updated Deal trigger can send a reminder or cancel the request while it is still incomplete.
What can start an automation from Freshworks CRM?
Any of Freshworks CRM's 6 triggers in the catalog, including New Deal, New or Updated Deal, New Account and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in HelloSign when something happens in Freshworks CRM?
Any of HelloSign's 8 actions, including Cancel Signature Request, Get Signature Request Files, Send Signature Request and Send Reminder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HelloSign to Freshworks CRM?
Yes. When something happens in HelloSign, your agent can act in Freshworks CRM too. This page covers both directions: HelloSign's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM 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 Freshworks CRM 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.