# Connect HelloSign and Raisely

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Get user** in [Raisely](https://apiant.ai/connections/raisely), or **New Campaign** in Raisely 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 Raisely **3** triggers Raisely **9** 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 Raisely 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 Raisely can do together

### From HelloSign to Raisely

- When **New Signature Request** in HelloSign then **Get user** in Raisely
- When **New Signature Request** in HelloSign then **Update campaign** in Raisely

### From Raisely to HelloSign

- When **New Campaign** in Raisely then **Get Signature Request Files** in HelloSign
- When **New Interaction** in Raisely 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 Raisely

## Triggers and actions 4 triggers · 17 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 Campaign**

Triggers when a new campaign is created in your Raisely organisation.

- Trigger

**New Interaction**

Triggers when a new interaction is recorded against a person in Raisely.

- Trigger

**New Person**

Triggers when a new person (supporter) is added to your Raisely organisation.

- Action

**Get campaign**

Returns a Raisely campaign, including its settings and custom public fields, by its path or UUID.

- Action

**Get donation**

Returns a single donation by its unique ID, including its amount, donor and any custom fields.

- Action

**Get profile**

Returns a fundraising profile (individual or team page), including its goal, totals and custom fields.

- Action

**Get user**

Returns a Raisely user (a person with access to your organisation's admin) by their unique ID.

- Action

**List campaigns**

Returns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status.

- Action

**List donations**

Returns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text.

- Action

**Update campaign**

Updates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed.

- Action

**Update donation**

Updates an existing donation's donor details and message in Raisely.

- Action

**Update profile**

Updates a fundraising profile's name, description, goal or photo, and returns the updated profile.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **Raisely** Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.](https://apiant.ai/connections/raisely)

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 Raisely

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

Questions

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

Any of Raisely's 9 actions, including Update campaign, Update donation, Update profile and Get campaign. Your agent maps the data both ways and tests every scenario before it ships.

###

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

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

###

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

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.
