---
title: "Connect HelloSign and SendGrid - APIANT.ai"
description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Create or update contact\" in SendGrid."
canonical: "https://apiant.ai/connect/hellosign-to-sendgrid"
---

# Connect HelloSign and SendGrid

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Create or update contact** in [SendGrid](https://apiant.ai/connections/sendgrid), or **New bounce** in SendGrid 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 SendGrid **4** triggers SendGrid **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 SendGrid 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 SendGrid lets the people you ask to sign a document also be the people you email properly. New signature requests in HelloSign can create or update SendGrid contacts and trigger signer emails, while bounces and unsubscribes in SendGrid can pull up or cancel pending HelloSign requests. The agent builds it, tests every scenario and keeps it running.

Example flows

## What HelloSign and SendGrid can do together

### From HelloSign to SendGrid

- When **New Signature Request** in HelloSign then **Create or update contact** in SendGrid
- When **New Signature Request** in HelloSign then **Send an email** in SendGrid

### From SendGrid to HelloSign

- When **New bounce** in SendGrid then **Get Signature Request Files** in HelloSign
- When **New global suppression** in SendGrid then **Cancel 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 SendGrid

## 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

**New bounce**

Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.

- Trigger

**New global suppression**

Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.

- Trigger

**New or updated recipient**

Triggered when a recipient is created or updated.

- Trigger

**New suppressed email**

Triggered when a new email is suppressed.

- Action

**Add to suppression group**

Add a recipient's email to a SendGrid suppression group (unsubscribe group).

- Action

**Create custom field**

Creates a new custom field.

- Action

**Create list**

Creates a new marketing contact list via the v3 Marketing Lists API.

- Action

**Create or update contact**

Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.

- Action

**Create or update recipient**

Creates a new recipient if the email does not exist, otherwise updates the existing recipient.

- Action

**Delete contacts**

Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.

- Action

**Get contact by email**

Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.

- Action

**Remove from suppression group**

Remove a recipient's email from a SendGrid suppression group (unsubscribe group).

- Action

**Send an email**

Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.

- Action

**Send an email using template**

Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connections/sendgrid)

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 SendGrid

- [ **HubSpot to SendGrid** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sendgrid)
- [ **Salesforce to SendGrid** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sendgrid)
- [ **Slack to SendGrid** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sendgrid)
- [ **Gmail to SendGrid** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sendgrid)
- [ **Pipedrive to SendGrid** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-sendgrid)
- [ **ActiveCampaign to SendGrid** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-sendgrid)

Questions

## HelloSign and SendGrid, answered

###

### Can the signer be emailed from SendGrid instead of the standard HelloSign notice?

Yes. A new signature request in HelloSign can trigger Send an email or Send an email using template in SendGrid, addressed to the signer with your own subject and body. The agent tests both scenarios before it goes live.

###

### What happens when a signer's address bounces or unsubscribes in SendGrid?

A new bounce in SendGrid can cancel the incomplete HelloSign signature request for that address, and a new global suppression can list the account's open requests so you can see what is affected. Both rest on listed triggers and actions only.

###

### 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 SendGrid when something happens in HelloSign?

Any of SendGrid's 10 actions, including Create or update contact, Send an email, Create custom field and Create list. Your agent maps the data both ways and tests every scenario before it ships.

###

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

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

###

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

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 SendGrid 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.