--- title: "Connect HelloSign and Todoist - APIANT.ai" description: "When \"New Signature Request\" fires in HelloSign, your agent runs \"Create Task\" in Todoist." canonical: "https://apiant.ai/connect/hellosign-to-todoist" --- # Connect HelloSign and Todoist When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Create Task** in [Todoist](https://apiant.ai/connections/todoist), or **New Completed Task** in Todoist 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 Todoist **3** triggers Todoist **30** 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 Todoist 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) HelloSign handles the signing and Todoist holds the follow-up work, so the two belong together. Connecting them means a new signature request can open a task for chasing the signer, and finishing or adding a Todoist task can send a reminder or a fresh signature request in HelloSign. The agent builds the flow, tests every scenario and keeps it running. Example flows ## What HelloSign and Todoist can do together ### From HelloSign to Todoist - When **New Signature Request** in HelloSign then **Create Task** in Todoist - When **New Signature Request** in HelloSign then **Create Comment** in Todoist ### From Todoist to HelloSign - When **New Completed Task** in Todoist then **Get Signature Request Files** in HelloSign - When **New Incomplete Task** in Todoist 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 Todoist ## Triggers and actions 4 triggers · 38 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 Completed Task** Triggers when a task is completed, optionally filtered by project. - Trigger **New Incomplete Task** Triggers when a new active (incomplete) task is added, optionally filtered by project. - Trigger **New Project** Triggers when a new project is created. - Action **Close Task** Completes (closes) a task. - Action **Create Comment** Adds a comment to a task or project. - Action **Create Label** Creates a new personal label. - Action **Create Project** Creates a new project. - Action **Create Section** Creates a new section within a project. - Action **Create Task** Creates a new task. - Action **Delete comment** Deletes a comment on a Todoist task or project by its ID. - Action **Delete label** Deletes a personal label in Todoist and removes it from all tasks. - Action **Delete Project** Deletes a project. - Action **Delete section** Deletes a section and all of its tasks. - Action **Delete Task** Deletes a task. - Action **Find tasks by filter** Returns the active tasks that match a Todoist filter query, such as "today | overdue". - Action **Get comment** Returns a single Todoist comment by its ID. - Action **Get label** /api/v1/labels/{label_id} - retrieve one personal label. - Action **Get Project** Returns a single project by ID. - Action **Get section** Returns a single Todoist section by its ID. - Action **Get Task** Returns a single active task by ID. - Action **List comments** Returns all comments on a Todoist task or project. - Action **List Labels** Returns all personal labels. - Action **List project collaborators** Lists everyone who has access to a Todoist project, with their name and email. - Action **List Projects** Returns all active projects. - Action **List Sections** Returns all sections, optionally filtered by project. - Action **List Tasks** Returns active tasks, optionally filtered by project, label, or filter query. - Action **Move task** Moves a task to another project, section or parent task. - Action **Reopen Task** Reopens a previously completed task. - Action **Update comment** Updates the text of an existing Todoist comment and returns the updated comment. - Action **Update label** Update a personal label's name, color, order or favorite status. Fields left blank keep their current values. - Action **Update Project** Updates an existing project. - Action **Update section** /api/v1/sections/{section_id} - rename a section. - Action **Update Task** Updates an existing task. ## Each app on its own - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) - [ **Todoist** Todoist task and project management. Create, update, complete, and organize tasks and projects, manage...](https://apiant.ai/connections/todoist) 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 Todoist - [ **ActiveCampaign to Todoist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-todoist) - [ **FreeAgent to Todoist** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/freeagent-to-todoist) - [ **Knack to Todoist** Knack is an online database and app builder. Read and write records in your Knack objects.](https://apiant.ai/connect/knack-to-todoist) - [ **HubSpot to Todoist** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-todoist) - [ **Salesforce to Todoist** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-todoist) - [ **Slack to Todoist** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-todoist) Questions ## HelloSign and Todoist, answered ### ### Can a Todoist task trigger a signature request in HelloSign? Yes. A new incomplete task in Todoist can trigger the Send Signature Request action in HelloSign using document file URLs and the signer list you supply, so the paperwork goes out as soon as the task is created. ### ### Can the flow chase signers who have not signed yet? Yes. A completed Todoist task can trigger the Send Reminder action in HelloSign, which emails a signer about a pending request, and you can also cancel an incomplete request from HelloSign if the work is dropped. ### ### 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 Todoist when something happens in HelloSign? Any of Todoist's 30 actions, including Create Comment, Create Section, Create Label and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Todoist to HelloSign? Yes. When something happens in Todoist, your agent can act in HelloSign too. This page covers both directions: Todoist's triggers and HelloSign's actions are listed here as well. ### ### Do I have to build a connector for HelloSign or Todoist? 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 Todoist 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.