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HelloSign - Create PDF, Word, Excel Documents
HelloSign connects with Documentero to make it easy to create and send documents that need signatures. With this setup, you can generate contracts, agreements, or forms in Documentero and automatically send them through HelloSign for signing. The integration works through API, Make, or Power Automate, giving teams flexible ways to manage signed documents. It’s a practical way to keep document creation and signing in one smooth process.
HelloSign
Documentero
Triggers
Watch Events — Watch all events involving your account.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from HelloSign using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from HelloSign using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate signed contracts from templates using HelloSign and Documentero
Create PDF invoices in Documentero and send them for signature with HelloSign
Export employee offer letters from Documentero and deliver for signing via HelloSign
Generate partnership agreements in Documentero and route them directly to HelloSign
Produce custom NDAs in Documentero and send for immediate signing in HelloSign
Create signed purchase orders by combining Documentero templates with HelloSign
Automatically prepare service agreements in Documentero and sign them with HelloSign
Generate compliance documents in Documentero and finalize them with HelloSign signatures
Export sales contracts from Documentero and complete the signing process with HelloSign
Create project approval forms in Documentero and capture signatures through HelloSign
How you can use HelloSign + Documentero
Generate and Sign Contracts
Create a contract in Documentero and automatically send it to HelloSign for electronic signature.
Automated NDAs
Produce NDA documents from a template in Documentero and route them to HelloSign when a new client is added.
Invoice Approval
Generate invoices in PDF format with Documentero and send them via HelloSign for manager approval signatures.
Employee Onboarding Documents
Prepare offer letters and onboarding forms in Documentero and send them to new hires through HelloSign.
Vendor Agreements
Automatically create vendor contracts in Documentero and move them into HelloSign for signing.
Setup Guides
Make Tutorial: Integrate HelloSign with Documentero
- Create a new scenario in Make.
- Add HelloSign to the scenario and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the HelloSign trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate HelloSign with Documentero
- Create a new flow in Power Automate.
- Add HelloSign to the flow and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the HelloSign trigger.
- Test and save your flow.
