Overview
What is HelloSign: HelloSign, now Dropbox Sign, is an electronic signature platform for sending, signing, and tracking legally binding documents. It uses reusable templates, audit trails, signer authentication, and integrations with other business tools. Dropbox acquired HelloSign in February 2019. The API base URL remains https://api.hellosign.com/v3/, and the API reference overview is available at developers.hellosign.com.
Datagrid's HelloSign integration imports e-signature data on a scheduled basis: daily, weekly, or monthly. Once the data is in Datagrid, agentic AI agents process it automatically to extract structured fields from signed PDFs, flag stalled signature requests, and analyze document workflows across your portfolio. The integration pulls seven data objects: Signature Requests, Templates, Account Information, Signers, Files, Events, and Reports.
This is a one-way import from HelloSign into Datagrid. That makes it useful for reporting, contract data extraction, compliance tracking, and workflow analysis. For template-heavy teams, structured form field data from the HelloSign API gives Datagrid pre-structured values such as contract amounts, party names, and dates.
How to integrate HelloSign with Datagrid
Use this setup to connect your account, configure your schedule, authenticate access, and review sync details. The steps below follow that sequence.
Connect your account
Click + Create in the top left of the Datagrid screen.
Select Connect Apps.
Search for the HelloSign integration from the list.
Enter the authentication details required for your HelloSign account connection.
Click Next.
Select the specific data objects you want to import, such as Signature Requests, Templates, or Account Information.
Click Start First Import to begin syncing.
Configure your schedule
Open the HelloSign dataset from the left side panel.
Click ... in the top right of the dataset view.
Click Edit Pipeline to rename your connection if needed.
Click the Schedule button next to Import Configuration.
Set the frequency, time of day, and optional downtime windows.
Click Update to save.
A typical import configuration looks like this:
integration: HelloSign
direction: one-way
frequency: daily | weekly | monthly
objects:
- Signature Requests
- Templates
- Account Information
- Signers
- Files
- Events
- Reports
write_back: not supported
Authenticate your access
To set up the Datagrid integration, you need an active HelloSign account with permission to access the signature requests and data you want to import. The stated Datagrid prerequisite is a HelloSign API key generated from your account settings under API. HelloSign also uses API key authentication and OAuth more broadly. See the HelloSign API authentication reference for the broader authentication options.
Review sync details
The table below summarizes how the integration works.
Direction — One-way (HelloSign → Datagrid)
Sync frequency — Daily, weekly, or monthly (configurable)
Data objects — Signature Requests, Templates, Account Information, Signers, Files, Events, Reports
Write-back — Not supported
For step-by-step setup details, use the Datagrid HelloSign integration docs linked above.
Why use HelloSign with Datagrid
Teams running document-heavy workflows need more than a signing record. They need structured data they can analyze, compare, and act on across systems.
Automated contract data extraction: Datagrid agentic AI agents pull structured form field data directly from signed template-based documents, reducing manual re-entry of party names, dates, and contract values.
Scheduled signature analytics: Import signature request status, completion rates, and template usage on a recurring schedule. Datagrid builds analytics from each sync.
Compliance audit trail processing: Agents ingest audit trail data, including timestamps, signer identities, and document hashes, and flag anomalies such as unexpected signing patterns or incomplete identity data.
Template performance tracking: Identify which templates produce the highest completion rates and which stall. Datagrid agents compare template performance across time periods without manual report building.
Cross-system contract intelligence: Combine HelloSign signature data with CRM, ERP, or project management data already in Datagrid to get a more complete picture of deal or agreement status.
These workflows matter most for operators running mission-critical programs who need consistent visibility without manual reporting work.
What you can build with HelloSign Datagrid integration
Once HelloSign data lands in Datagrid, operators can turn signed documents, events, and templates into repeatable reporting and compliance workflows. The examples below show where the integration is strongest.
Signed contract data pipeline: When signature requests complete, Datagrid agentic AI agents extract structured data such as deal values, effective dates, party names, and renewal terms from signed PDFs and template field responses. For templated documents, the API returns pre-structured field data, so agents can map it directly to your schema without OCR. See the HelloSign templates walkthrough for how template merge fields work.
Signature workflow bottleneck dashboard: Import signature request events such as sent, viewed, signed, and declined into Datagrid on a daily schedule. Agents calculate cycle time by document type, identify which signer roles cause delays, and surface decline rate trends. Teams managing high volumes of sales contracts or vendor agreements can monitor where documents stall.
Automated compliance archive: Pull audit trail data from completed signature requests, including UTC timestamps for each action, signer email addresses, and cryptographic document hashes. Datagrid agents write structured compliance records to designated storage and run anomaly detection to flag off-hours signing, hash mismatches, or missing signer identity fields.
Template usage optimization report: Sync template metadata and signature request data into Datagrid. Agents analyze which templates are used most, which complete fastest, and which have the highest decline rates. Operations teams can use that analysis to retire underperforming templates and standardize on formats that close faster.
These use cases fit teams that need a reliable execution layer for signature reporting, contract extraction, and compliance review.
Resources and documentation
Use the resources below to confirm setup requirements and API behavior.
HelloSign events and callbacks overview - webhook event types, account vs. app callbacks, and payload schemas.
HelloSign OAuth overview - access tokens, scopes, and OAuth setup for multi-tenant integrations.
Frequently asked questions
What data objects can I import from HelloSign into Datagrid?
The Datagrid HelloSign integration imports seven data objects: Signature Requests, Templates, Account Information, Signers, Files, Events, and Reports. This covers the core data generated by HelloSign's e-signature workflows.
Does the HelloSign integration support writing data back to HelloSign?
No. The Datagrid HelloSign integration is import-only, so data flows from HelloSign into Datagrid. Use cases should focus on analysis, reporting, extraction, and compliance rather than triggering signature requests from Datagrid.
What authentication method does the HelloSign integration use?
For the Datagrid integration, you need a HelloSign account with access to the data being imported, and the listed prerequisite is a HelloSign API key generated from account settings under API. HelloSign also uses API key authentication and OAuth 2.0 Bearer tokens more generally.
Is HelloSign the same as Dropbox Sign?
Yes. Dropbox acquired HelloSign in February 2019 and rebranded it to Dropbox Sign. The API still operates at https://api.hellosign.com/v3/, and the developer portal remains at developers.hellosign.com. The Datagrid integration uses the legacy HelloSign branding.
Similar integrations
The following Datagrid integration may also fit adjacent document workflows.
Dropbox: Cloud storage from the same parent company. Useful for teams storing signed documents in Dropbox alongside HelloSign data in Datagrid.