---
title: "Connect HelloSign and CrewForm - APIANT.ai"
description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Send Task to AI Agent\" in CrewForm."
canonical: "https://apiant.ai/connect/crewform-to-hellosign"
---

# Connect HelloSign and CrewForm

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Send Task to AI Agent** in [CrewForm](https://apiant.ai/connections/crewform), or **AI Agent Task Failed** in CrewForm to **Get Signature Request Files** in HelloSign. Describe the whole flow and it is built, tested on every scenario and kept running.

HelloSign **1** trigger HelloSign **8** actions CrewForm **1** trigger CrewForm **10** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want HelloSign and CrewForm 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)

Example flows

## What HelloSign and CrewForm can do together

### From HelloSign to CrewForm

- When **New Signature Request** in HelloSign then **Send Task to AI Agent** in CrewForm
- When **New Signature Request** in HelloSign then **Update task** in CrewForm

### From CrewForm to HelloSign

- When **AI Agent Task Failed** in CrewForm then **Get Signature Request Files** in HelloSign
- When **AI Agent Task Failed** in CrewForm then **Send Reminder** in HelloSign

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 HelloSign and CrewForm

## Triggers and actions 2 triggers · 18 actions

- 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.

- Trigger

**AI Agent Task Failed**

Triggers when a CrewForm AI agent task fails.

- Action

**Add agent**

Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.

- Action

**Delete agent**

Deletes an AI agent from your CrewForm workspace.

- Action

**Delete task**

Deletes a task from your CrewForm workspace.

- Action

**Get agent**

Returns a single CrewForm agent by its id, including its model, prompt and settings.

- Action

**Get task**

Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.

- Action

**List agents**

Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.

- Action

**List tasks**

Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.

- Action

**Send Task to AI Agent**

Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.

- Action

**Update agent**

Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.

- Action

**Update task**

Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform)

Reviews

## What our customers say

## More from HelloSign

- [ **HelloSign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hellosign-to-salesforce)
- [ **HelloSign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hellosign-to-slack)
- [ **HelloSign to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hellosign-to-mailchimp)
- [ **HelloSign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hellosign-to-shopify)
- [ **HelloSign to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/hellosign-to-trello)
- [ **HelloSign to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/hellosign-to-jira)

## More into CrewForm

- [ **ActiveCampaign to CrewForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crewform)
- [ **Airtable to CrewForm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crewform)
- [ **Asana to CrewForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crewform)
- [ **ClickUp to CrewForm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crewform)
- [ **Brevo to CrewForm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crewform)
- [ **Calendly to CrewForm** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crewform)

Questions

## HelloSign and CrewForm, answered

###

### What can start an automation from HelloSign?

Any of HelloSign's 1 trigger in the catalog, including New Signature Request. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in CrewForm when something happens in HelloSign?

Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from CrewForm to HelloSign?

Yes. When something happens in CrewForm, your agent can act in HelloSign too. This page covers both directions: CrewForm's triggers and HelloSign's actions are listed here as well.

###

### Do I have to build a connector for HelloSign or CrewForm?

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 HelloSign and CrewForm 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.