# Connect HelloSign and OneDeck

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Create Record** in [OneDeck](https://apiant.ai/connections/onedeck), or **Record Created** in OneDeck 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 OneDeck **2** triggers OneDeck **14** 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 OneDeck 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 and OneDeck can do together

### From HelloSign to OneDeck

- When **New Signature Request** in HelloSign then **Create Record** in OneDeck
- When **New Signature Request** in HelloSign then **Update Record** in OneDeck

### From OneDeck to HelloSign

- When **Record Created** in OneDeck then **Get Signature Request Files** in HelloSign
- When **Record Updated** in OneDeck 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 OneDeck

## Triggers and actions 3 triggers · 22 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

**Record Created**

Triggers when a new record is created on the selected OneDeck board.

- Trigger

**Record Updated**

Triggers when a record on the chosen OneDeck board is created or updated.

- Action

**Add attachment**

Uploads a file and attaches it to a record on a OneDeck board.

- Action

**Add board**

Creates a new board in a OneDeck workspace, with a default table view.

- Action

**Add field**

Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

- Action

**Add workspace**

Creates a new workspace in your OneDeck account.

- Action

**Create Record**

Creates a new record on a OneDeck board, with a name and optional field values.

- Action

**Find Record**

Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

- Action

**Get record**

Returns one record from a board, including its field values, attachments and share link.

- Action

**List fields**

Returns every field defined on a OneDeck board, including its type and option settings.

- Action

**List records**

Returns the records on a OneDeck board, optionally filtered by field values or search text.

- Action

**List users**

Returns every user in the OneDeck account with their name, email, status and role.

- Action

**List workspaces**

Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

- Action

**Update board**

Renames a board, moves it to another workspace, or both.

- Action

**Update Record**

Updates the name and field values of an existing record on a OneDeck board.

- Action

**Update workspace**

Renames a workspace or changes its icon. Only the values you fill in are changed.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck)

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 OneDeck

- [ **HubSpot to OneDeck** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-onedeck)
- [ **Google Sheets to OneDeck** Google Sheets](https://apiant.ai/connect/google-sheets-to-onedeck)
- [ **Gmail to OneDeck** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-onedeck)
- [ **Google Calendar to OneDeck** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onedeck)
- [ **Google Drive to OneDeck** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-onedeck)
- [ **Mailchimp to OneDeck** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-onedeck)

Questions

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

Any of OneDeck's 14 actions, including Create Record, Update board, Update Record and Update workspace. Your agent maps the data both ways and tests every scenario before it ships.

###

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

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

###

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

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.
