--- title: "Connect Freshworks CRM and HelloSign - APIANT.ai" description: "When \"New Deal\" fires in Freshworks CRM, your agent runs \"Get Signature Request Files\" in HelloSign." canonical: "https://apiant.ai/connect/freshworks-crm-to-hellosign" --- # Connect Freshworks CRM and HelloSign When **New Deal** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Get Signature Request Files** in [HelloSign](https://apiant.ai/connections/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. Freshworks CRM **6** triggers Freshworks CRM **17** 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 Freshworks CRM 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) 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 - When **New or Updated Deal** in Freshworks CRM then **Cancel Signature Request** in HelloSign ### From HelloSign to Freshworks CRM - When **New Signature Request** in HelloSign then **Add Note to Contact** in Freshworks CRM - When **New Signature Request** in HelloSign then **Create Contact** in 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 - Trigger **New Account** Polling trigger: fires when a new sales account is created. Sorted by created_at descending. - Trigger **New Contact** Polling trigger: fires when a new contact is created. Sorted by created_at descending. - Trigger **New Deal** Polling trigger: fires when a new deal is created. Sorted by created_at descending. - Trigger **New or Updated Account** Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending. - Trigger **New or Updated Contact** Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending. - Trigger **New or Updated Deal** Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending. - Action **Add Note to Contact** Adds a note to a contact (targetable_type=Contact) in Freshworks CRM. - Action **Create Account** Creates a new sales account in Freshworks CRM. - Action **Create Appointment** Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601. - Action **Create Contact** Creates a new contact in Freshworks CRM. - Action **Create Deal** Creates a new deal in Freshworks CRM. - Action **Create Task** Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount. - Action **Find Account by Name** Looks up a sales account by name using the lookup endpoint. - Action **Find Contact by Email** Looks up a contact by email address using the lookup endpoint. - Action **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. - Action **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. - Action **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. - Action **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. - Action **Get Account** Retrieves a sales account by ID in Freshworks CRM. - Action **Get Contact** Retrieves a contact by ID in Freshworks CRM. - Action **Get Deal** Retrieves a deal by ID in Freshworks CRM. - Action **Update Contact** Updates an existing contact by ID in Freshworks CRM. - Action **Update Deal** Updates an existing deal by ID in Freshworks CRM. - 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 - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-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) - [ **Freshdesk to HelloSign** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-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 ## 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.