# Connect HelloSign to Docusnap365

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Add several assets** in [Docusnap365](https://apiant.ai/connections/docusnap365). Describe the whole flow and it is built, tested on every scenario and kept running.

HelloSign **1** trigger HelloSign **8** actions Docusnap365 **7** 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 Docusnap365 to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 can start in Docusnap365

- When **New Signature Request** in HelloSign then **Add several assets** in Docusnap365
- When **New Signature Request** in HelloSign then **Create Inventory** in Docusnap365

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 Docusnap365

## Triggers and actions 1 trigger · 15 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.

- Action

**Add several assets**

Creates or updates up to 100 Docusnap365 assets in one call; assets already known by their identity are updated.

- Action

**Create Inventory**

Creates an asset in the Docusnap365 inventory, or updates it if Docusnap365 already knows it by its identity.

- Action

**Find assets by criteria**

Returns the Docusnap365 assets that match the filter criteria you give, with optional field selection, sorting and extra details.

- Action

**Get Account Details**

Returns the details of one account asset in Docusnap365, including its core, type, ITAM and ISMS data.

- Action

**Get Accounts**

Returns the user accounts documented in Docusnap365, including Active Directory, Entra ID and manually created users.

- Action

**Get Hardware**

Returns the hardware and other active assets in your Docusnap365 inventory, optionally narrowed by search terms.

- Action

**Get Systems**

Returns the systems and other assets in your Docusnap365 inventory, optionally narrowed by a search expression, up to 50 per page.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connections/docusnap365)

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 Docusnap365

- [ **Inistate to Docusnap365** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connect/inistate-to-docusnap365)
- [ **HubSpot to Docusnap365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docusnap365)
- [ **Salesforce to Docusnap365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docusnap365)
- [ **Slack to Docusnap365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docusnap365)
- [ **Google Sheets to Docusnap365** Google Sheets](https://apiant.ai/connect/google-sheets-to-docusnap365)
- [ **Gmail to Docusnap365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docusnap365)

Questions

## HelloSign and Docusnap365, 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 Docusnap365 when something happens in HelloSign?

Any of Docusnap365's 7 actions, including Create Inventory, Add several assets, Find assets by criteria and Get Account Details. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Docusnap365 to HelloSign?

Docusnap365 has no triggers in the catalog today, so automations start in HelloSign. If you need the other direction, ask: your agent reads Docusnap365's API documentation and adds it.

###

### Do I have to build a connector for HelloSign or Docusnap365?

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.

###

### 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.
