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Welcome to Datagrid
Welcome to Datagrid
HelloSign

HelloSign

The HelloSign connector allows you to seamlessly pull data from your HelloSign account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your electronic signature data, providing enhanced insights and reporting capabilities for your document workflows.

1. How-to

1. Prerequisites

To configure the HelloSign connector, follow these steps:

  • An active HelloSign account with the necessary permissions to access the signature requests and data you want to import into Datagrid.
  • A HelloSign API key. You can generate this from your HelloSign account settings under "API".
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the HelloSign connector involves selecting the specific data you want to import via HelloSign:

  1. Connect HelloSign App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the HelloSign connector from the list. d. Log in with your HelloSign account. HelloSign may prompt you to authorize Datagrid's access to your HelloSign data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the HelloSign data you want to include in your dataset (e.g., Signature Requests, Templates, Account Information). b. Click the “Start First Import” Button to start syncing your HelloSign dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from HelloSign:

  1. Navigate to HelloSign Dataset: a. Go to the left side panel and locate and click on the HelloSign dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Signature Requests
  • Templates
  • Account Information
  • Signers
  • Files
  • Events
  • Reports

3. Use Cases

  • Track Signature Request Status: Monitor the status of signature requests to understand completion rates and identify bottlenecks.
  • Analyze Template Usage: Track template usage to identify popular templates and optimize document workflows.
  • Monitor Account Activity: Track account activity to identify suspicious behavior and ensure compliance.
  • Improve Document Workflows: Analyze document workflows to identify areas for improvement and optimize the signing process.
  • Generate Reports: Generate reports on signature request status, template usage, and account activity to gain insights into your document workflows.

4. FAQ

Q: What types of data can I import from HelloSign into Datagrid?

  • A: You can import a wide range of data, including signature requests, templates, account information, signers, files, events, and reports.

Q: How often can I schedule data pulls from HelloSign?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect HelloSign to Datagrid?

  • A: You need an active HelloSign account with the necessary permissions to access the signature requests and data you want to import into Datagrid. Ensure you have the correct API key.

5. Support & Additional Resources