HelloSign setup

To install the HelloSign connector you will need to setup and/or obtain either:

  • An API key for your HelloSign account.
  • Or a client ID and client secret by setting up OAuth2.0 authentication for your HelloSign account.

Obtain an API key

You can find HelloSign’s documentation on API accounts here and on where to find your API key here.

Setup OAuth2.0 authentication

You can find HelloSign’s documentation on setting up OAuth2.0 authentication here. When creating an HelloSign app, set the OAuth callback URL to your Cyclr callback URL. This has the format: https://{Your Cyclr service domain e.g. app-h.cyclr.com}/connector/callback. Once you have created a HelloSign app, view the details of the app and make note of the Client ID and Client Secret.

Cyclr setup

The HelloSign connector can be installed using either API Key or OAuth2 authentication.

API key setup

Account setup

You will be asked for the following values when installing the HelloSign connector within an account:

Value Description
Base URL The URL of the server you are connecting to. By default this will be https://api.hellosign.com/v3.
API Key The API key for your HelloSign account.

OAuth2 setup

Console setup

To setup the HelloSign connector within your Cyclr console:

  1. Go to your Cyclr Console.
  2. Select Connectors > Application Connector Library at the top of the page.
  3. Use the search box to find the HelloSign connector.
  4. Select the Setup Required icon.
  5. Enter the below values, omitting this step will allow you to use different settings for each account on installation:

    Value Description
    Client ID The client ID of your HelloSign app.
    Client Secret The client secret of your HelloSign app.
  6. Select Save Changes

Account setup

You will be asked for the following values when installing the HelloSign connector within an account:

Value Description
Base URL The URL of the server you are connecting to. By default this will be https://api.hellosign.com/v3.
Client ID The client ID of your HelloSign app, if you did not enter this in step 5 above.
Client Secret The client secret of your HelloSign app, if you did not enter this in step 5 above.
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