# Connect HelloSign to RD Station

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Add contact** in [RD Station](https://apiant.ai/connections/rd-station). Describe the whole flow and it is built, tested on every scenario and kept running.

HelloSign **1** trigger HelloSign **8** actions RD Station **15** 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 RD Station 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 RD Station

- When **New Signature Request** in HelloSign then **Add contact** in RD Station
- When **New Signature Request** in HelloSign then **Add tag to contact** in RD Station

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 RD Station

## Triggers and actions 1 trigger · 23 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 contact**

Creates a new contact in the RD Station Marketing lead base. Fails if a contact with the same email or phone already exists.

- Action

**Add custom field**

Creates a new custom contact field in your RD Station Marketing account.

- Action

**Add tag to contact**

Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags.

- Action

**Conversion Event**

Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone.

- Action

**Delete contact**

Deletes a contact from RD Station Marketing, found by its UUID, email or phone.

- Action

**Delete custom field**

Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted.

- Action

**Get contact**

Returns a contact's standard and custom fields, looked up by UUID, email or phone.

- Action

**List contact events**

Returns the conversion or opportunity events recorded for an RD Station Marketing contact.

- Action

**List custom fields**

Returns all contact fields in the RD Station Marketing account, both standard and custom fields.

- Action

**List segmentation contacts**

Returns the contacts that belong to an RD Station Marketing segmentation.

- Action

**List segmentations**

Returns the segmentations (contact segments) defined in your RD Station Marketing account.

- Action

**Lost Deal**

Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason.

- Action

**Update contact**

Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches.

- Action

**Update custom field**

Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing.

- Action

**Won Deal**

Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **RD Station** RD Station is a complete digital marketing platform to help you generate more results in traffic generation...](https://apiant.ai/connections/rd-station)

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 RD Station

- [ **CryptAPI to RD Station** CryptAPI is a non-custodial cryptocurrency payment processor that generates payment addresses and forwards...](https://apiant.ai/connect/cryptapi-to-rd-station)
- [ **HubSpot to RD Station** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rd-station)
- [ **Salesforce to RD Station** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rd-station)
- [ **Slack to RD Station** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rd-station)
- [ **Google Sheets to RD Station** Google Sheets](https://apiant.ai/connect/google-sheets-to-rd-station)
- [ **Gmail to RD Station** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rd-station)

Questions

## HelloSign and RD Station, 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 RD Station when something happens in HelloSign?

Any of RD Station's 15 actions, including Update contact, Update custom field, Add contact and Add custom field. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from RD Station to HelloSign?

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

###

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

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.
