--- title: "Connect HelloSign and Salesforce - APIANT.ai" description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/hellosign-to-salesforce" --- # Connect HelloSign and Salesforce When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce 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 Salesforce **2** triggers Salesforce **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 Salesforce 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) Connecting HelloSign and Salesforce keeps signature activity next to the customer record. A new signature request in HelloSign can look up the matching Contact or Account in Salesforce and write the status onto the Opportunity or Case, and a new record in Salesforce can send a signature request or a reminder from HelloSign without anyone rekeying signer details. Example flows ## What HelloSign and Salesforce can do together ### From HelloSign to Salesforce - When **New Signature Request** in HelloSign then **Create object record** in Salesforce - When **New Signature Request** in HelloSign then **Find most recent created or updated record** in Salesforce ### From Salesforce to HelloSign - When **New object record** in Salesforce then **Get Signature Request Files** in HelloSign - When **New or updated object record** in Salesforce then **Get Signature Request** 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 Salesforce ## Triggers and actions 3 triggers ยท 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 object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type โ€” useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from HelloSign - [ **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 โ€” issue tracking and project management.](https://apiant.ai/connect/hellosign-to-jira) - [ **HelloSign to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/hellosign-to-zoom) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## HelloSign and Salesforce, answered ### ### Can the agent send a signature request when a deal reaches a certain stage in Salesforce? Yes. The Salesforce trigger for a new or updated object record fires on the record, and HelloSign's Send Signature Request action creates the request from your document file URLs and signer list. The agent tests every scenario before it goes live. ### ### How does a signature request find the right Salesforce record? The agent uses HelloSign's Get Signature Request to read the signer details, then Find object records or a SOQL query in Salesforce to match on email or another field. If a match exists, it can update that record; if not, the run can stop or create one. ### ### 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 Salesforce when something happens in HelloSign? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to HelloSign? Yes. When something happens in Salesforce, your agent can act in HelloSign too. This page covers both directions: Salesforce's triggers and HelloSign's actions are listed here as well. ### ### Do I have to build a connector for HelloSign or Salesforce? 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 Salesforce 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.