Connect Reply and HelloSign to Build Intelligent Automations

Choose a Trigger

Reply

When this happens...

Choose an Action

HelloSign

Automatically do this!

Enable Integrations or automations with these events of Reply and HelloSign

Enable Integrations or automations with these events of Reply and HelloSign

Actions

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and HelloSign?

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

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

Absolutely. You can customize how Reply 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 Reply and HelloSign?

The data sync between Reply 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 Reply 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 Reply and HelloSign?

Yes, you can set conditional logic to control the flow of data between Reply 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.

Reply

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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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