HelloSign (Dropbox Sign) is an electronic signature platform that allows users to send, sign, and manage documents digitally. With Relevance AI, you can enhance these capabilities by incorporating AI Agents that streamline workflows and improve efficiency.
HelloSign provides a secure and efficient way to manage electronic signatures and document workflows. Relevance AI amplifies this by enabling intelligent AI Agents to automate and optimize the signing process, ensuring a smooth user experience.
Document Orchestration Mastery
AI agent intelligently routes, tracks, and manages complex document workflows across multiple signers and departments
Workflow Acceleration
Agent reduces document completion time by 80% through intelligent routing and automated processing
Smart Data Extraction
Agent seamlessly extracts and validates key information from signed documents for instant processing
Relevance AI integrates seamlessly with HelloSign to enhance your electronic signature workflows within applications.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A HelloSign account
- A Relevance AI account with API access
- Authorization credentials (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The HelloSign integration with Relevance AI enables secure electronic signature workflows through OAuth authentication, allowing you to programmatically manage document signing processes without handling complex API operations. The integration automatically handles signature requests, template management, and document processing—ensuring your workflows maintain compliance while abstracting away technical implementation details.
Built-in validation ensures proper signer verification and document handling, while real-time status tracking keeps your applications synchronized with the latest signature states.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the HelloSign + Relevance AI integration without writing code:
- Start with a clear HelloSign account: Ensure your account is properly set up with the necessary API credentials and OAuth permissions.
- Use templates: Create and manage templates in HelloSign for consistent document processing and to streamline signature requests.
- Connect carefully: Verify that you are using the correct OAuth account ID and permissions during the integration setup.
- Test before scaling: Utilize the test mode feature to send signature requests without affecting live documents.
- Implement error handling: Always include error handling in your code to manage potential API issues gracefully.
