Connect AgentX and HelloSign to Build Intelligent Automations

Choose a Trigger

AgentX

When this happens...

Choose an Action

HelloSign

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Enable Integrations or automations with these events of AgentX and HelloSign

Enable Integrations or automations with these events of AgentX and HelloSign

Triggers

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

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Actions

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

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Frequently Asked Questions

How do I start an integration between AgentX and HelloSign?

To start, connect both your AgentX and HelloSign accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in HelloSign (or vice versa).

Can we customize how data from AgentX is recorded in HelloSign?

Absolutely. You can customize how AgentX data is recorded in HelloSign. This includes choosing which data fields go into which fields of HelloSign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AgentX and HelloSign?

The data sync between AgentX and HelloSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AgentX to HelloSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AgentX and HelloSign?

Yes, you can set conditional logic to control the flow of data between AgentX and HelloSign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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HelloSign

About HelloSign

HelloSign is an easy-to-use electronic signature platform that allows individuals and businesses to securely sign, send, and manage legally binding documents online. It streamlines workflows, ensures compliance, and integrates seamlessly with popular tools like Google Drive, Dropbox, and Salesforce.

Learn More