--- title: "Connect HelloSign and Ortto - APIANT.ai" description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Create Record\" in Ortto." canonical: "https://apiant.ai/connect/hellosign-to-ortto" --- # Connect HelloSign and Ortto When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Create Record** in [Ortto](https://apiant.ai/connections/ortto), or **Fields Updated** in Ortto 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 Ortto **4** triggers Ortto **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 Ortto 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 Ortto can do together ### From HelloSign to Ortto - When **New Signature Request** in HelloSign then **Create Record** in Ortto - When **New Signature Request** in HelloSign then **Tag/Untag Records** in Ortto ### From Ortto to HelloSign - When **Fields Updated** in Ortto then **Get Signature Request Files** in HelloSign - When **New Activity Occurred** in Ortto 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 Ortto ## Triggers and actions 5 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 **Fields Updated** Triggers when the specified field(s) of a record have been updated in your Ortto account. - Trigger **New Activity Occurred** Triggers when a new Ortto activity occurs. - Trigger **New Record Created** Triggers when a new record (contact or organization) has been added to your Ortto account. - Trigger **Tag Added/Removed** Triggers when a tag has beed added to, or removed from, a record. - Action **Add Custom Field** Create a new custom field on the person or organization schema in Ortto. - Action **Create Record** Create a new record (person, organization), or update an existing record in your Ortto account. - Action **Delete Record** Archive, restore, or permanently delete a person or organization record in Ortto. - Action **Get Record** Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for. - Action **List Activities** Retrieve the activity feed for a given contact in Ortto. - Action **Opt Out From SMS** Opt out a person from all SMS communications. - Action **Search or Create Records** Search your Ortto data for a record based on the provided field or optionally create one if none is found. - Action **Tag/Untag Records** Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name. - Action **Unsubscribe a Person** Unsubscribe a person from all emails. - Action **Update Audience Subscription** Subscribe or unsubscribe a person to/from an Ortto audience. ## Each app on its own - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) 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 Ortto - [ **HubSpot to Ortto** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ortto) - [ **Google Sheets to Ortto** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ortto) - [ **Gmail to Ortto** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ortto) - [ **Google Calendar to Ortto** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ortto) - [ **Google Drive to Ortto** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ortto) - [ **Mailchimp to Ortto** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ortto) Questions ## HelloSign and Ortto, 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 Ortto when something happens in HelloSign? Any of Ortto's 10 actions, including Create Record, Update Audience Subscription, Add Custom Field and Get Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ortto to HelloSign? Yes. When something happens in Ortto, your agent can act in HelloSign too. This page covers both directions: Ortto's triggers and HelloSign's actions are listed here as well. ### ### Do I have to build a connector for HelloSign or Ortto? 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 Ortto 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.