---
title: "Connect HelloSign and TidyCal - APIANT.ai"
description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Add contact\" in TidyCal."
canonical: "https://apiant.ai/connect/hellosign-to-tidycal"
---

# Connect HelloSign and TidyCal

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Add contact** in [TidyCal](https://apiant.ai/connections/tidycal), or **New Team** in TidyCal 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 TidyCal **1** trigger TidyCal **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 TidyCal 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)

Example flows

## What HelloSign and TidyCal can do together

### From HelloSign to TidyCal

- When **New Signature Request** in HelloSign then **Add contact** in TidyCal
- When **New Signature Request** in HelloSign then **Update contact** in TidyCal

### From TidyCal to HelloSign

- When **New Team** in TidyCal then **Get Signature Request Files** in HelloSign
- When **New Team** in TidyCal 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 TidyCal

## Triggers and actions 2 triggers · 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.

- Trigger

**New Team**

Triggers when a new team you have access to appears in your TidyCal account.

- Action

**Add contact**

Creates a new contact in your TidyCal account with a name, email and optional timezone.

- Action

**Add guest to booking**

Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.

- Action

**Cancel booking**

Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.

- Action

**Delete booking type**

Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.

- Action

**Get booking**

Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.

- Action

**Get booking type**

Returns a single booking type, including its title, duration, price, booking URL and availability settings.

- Action

**Get contact**

Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.

- Action

**List available timeslots**

Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.

- Action

**List bookings**

Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.

- Action

**List booking types**

Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.

- Action

**List contacts**

Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.

- Action

**List teams**

Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.

- Action

**Reschedule booking**

Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.

- Action

**Update booking type**

Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.

- Action

**Update contact**

Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **TidyCal** TidyCal is simple and easy calendar management and booking tool.](https://apiant.ai/connections/tidycal)

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 TidyCal

- [ **HubSpot to TidyCal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidycal)
- [ **Salesforce to TidyCal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidycal)
- [ **Slack to TidyCal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidycal)
- [ **Google Sheets to TidyCal** Google Sheets](https://apiant.ai/connect/google-sheets-to-tidycal)
- [ **Gmail to TidyCal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidycal)
- [ **Google Calendar to TidyCal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidycal)

Questions

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

Any of TidyCal's 15 actions, including Update booking type, Update contact, Add contact and Add guest to booking. Your agent maps the data both ways and tests every scenario before it ships.

###

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

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

###

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

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 TidyCal 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.
