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HubSpot workflows are only available for certain HubSpot plans. |
You can use HubSpot workflows with the HelloSign for HubSpot integration to automate processes based off of HelloSign timeline events. When you’re creating a workflow in HubSpot, you have the following filters available when you set up your triggers:
- HelloSign: Declined to Sign Document
- HelloSign: Received Deferred Signature Request
- HelloSign: Received Signature Request
- HelloSign: Signature Request All Signed
- HelloSign: Signature Request Canceled
- HelloSign: Signature Request Declined
- HelloSign: Signature Request Reminded
- HelloSign: Signature Request Sent
- HelloSign: Signature Request Signed
- HelloSign: Signature Request Viewed
- HelloSign: Signed Document
- HelloSign: Viewed Document
You can use these filters to automate processes in HubSpot, like sending emails, creating tasks, or managing lists, just like you would with any other workflow. Learn more about the actions you can automate with HubSpot workflows.
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