--- title: "Connect HelloSign and Productboard - APIANT.ai" description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Create Note\" in Productboard." canonical: "https://apiant.ai/connect/hellosign-to-productboard" --- # Connect HelloSign and Productboard When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Create Note** in [Productboard](https://apiant.ai/connections/productboard), or **New Feature** in Productboard 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 Productboard **4** triggers Productboard **12** 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 Productboard 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) Productboard holds the feedback and features; Dropbox Sign (HelloSign) holds the agreements that customers actually sign. Connecting them means a note or feature in Productboard can send a pilot agreement out for signature, and a new signature request in HelloSign can land back in Productboard as feedback attributed to the right company. Example flows ## What HelloSign and Productboard can do together ### From HelloSign to Productboard - When **New Signature Request** in HelloSign then **Create Note** in Productboard - When **New Signature Request** in HelloSign then **List Note Relationships** in Productboard ### From Productboard to HelloSign - When **New Feature** in Productboard then **Get Signature Request Files** in HelloSign - When **New Note** in Productboard 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 Productboard ## Triggers and actions 5 triggers · 20 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 **New Feature** Triggered when a new feature is created in Productboard. - Trigger **New Note** Triggered when a new note (a piece of customer feedback) is created in Productboard. - Trigger **Updated Feature** Triggered when a feature is created or changed in Productboard. - Trigger **Updated Note** Triggered when a note (a piece of customer feedback) is created or changed in Productboard. - Action **Create Company** Creates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard. - Action **Create Feature** Creates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard. - Action **Create Note** Creates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard. - Action **Find Note** Looks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false. - Action **Get Company** Returns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace. - Action **Get Feature by ID** Returns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace. - Action **List Components** Returns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature. - Action **List Members** Returns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role. - Action **List Note Relationships** Returns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to. - Action **List Products** Returns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component. - Action **List Releases** Returns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates. - Action **Update Note** Changes an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value. ## Each app on its own - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) - [ **Productboard** Productboard is beautiful, simple, and powerful product management.](https://apiant.ai/connections/productboard) 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 Productboard - [ **Beehiiv to Productboard** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connect/beehiiv-to-productboard) - [ **HubSpot to Productboard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-productboard) - [ **Gmail to Productboard** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-productboard) - [ **Google Calendar to Productboard** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-productboard) - [ **Google Drive to Productboard** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-productboard) - [ **Mailchimp to Productboard** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-productboard) Questions ## HelloSign and Productboard, answered ### ### Can a signature request be sent straight from a piece of feedback in Productboard? Yes. A new or updated note in Productboard can trigger a Send Signature Request in HelloSign, and the note can be updated afterwards with the details. The agent tests every scenario, including notes with no company linked, before it goes live. ### ### What can come back into Productboard when a signature request appears in HelloSign? The New Signature Request trigger can create a note in Productboard for the signer, or create a company record so later feedback is attributed to it. You can also look up the request first with Get Signature Request to pull signer details into the note. ### ### 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 Productboard when something happens in HelloSign? Any of Productboard's 12 actions, including Create Company, Create Note, List Note Relationships and Create Feature. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Productboard to HelloSign? Yes. When something happens in Productboard, your agent can act in HelloSign too. This page covers both directions: Productboard's triggers and HelloSign's actions are listed here as well. ### ### Do I have to build a connector for HelloSign or Productboard? 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 Productboard 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.