HelloSign + Ironclad
Automate Your Contract Lifecycle with HelloSign + Ironclad
Connect eSignature workflows with contract management to cut manual handoffs and close deals faster.
Why integrate HelloSign and Ironclad?
HelloSign and Ironclad do different jobs in the contract lifecycle — HelloSign handles fast, legally binding eSignatures while Ironclad manages the full contract process for legal and business teams. Together, they let contracts drafted and negotiated in Ironclad flow directly to HelloSign for signing, then land back in your repository the moment they're complete. Without that connection, you're stuck doing the manual work in between: exporting, uploading, tracking, re-importing. That's where deals stall and compliance gaps open up.
Automate & integrate HelloSign & Ironclad
Use case
Automated Signature Request on Contract Approval
When a contract in Ironclad moves to the 'Ready for Signature' stage, tray.ai creates and sends a HelloSign signature request to all required signatories automatically — no manual steps involved. The contract document, counterparty details, and signing order come directly from Ironclad. Contracts don't sit waiting for someone to hit send, and a real bottleneck in the deal-closing process disappears.
Use case
Signed Document Sync Back to Ironclad
Once everyone has signed in HelloSign, tray.ai retrieves the executed PDF and uploads it to the right Ironclad contract record. The contract status flips to 'Executed' and key details like execution date and signatory names are written back to Ironclad's data fields. Legal teams get a complete, current contract record without touching a thing.
Use case
Real-Time Signature Status Tracking in Ironclad
As signatories open, review, and sign documents in HelloSign, tray.ai pushes those status events into Ironclad as timeline activity or field updates. Contract owners can see whether a document has been opened, is waiting on a specific signer, or has been declined — without ever logging into HelloSign to check.
Use case
Declined or Voided Signature Alert Workflow
If a signer declines or a signature request is voided in HelloSign, tray.ai immediately notifies the responsible contract owner in Ironclad and updates the contract status. An alert goes out via Slack, email, or another channel so the team can move quickly. Declined contracts don't quietly disappear into a backlog.
Use case
Contract Renewal Signature Automation
When Ironclad identifies a contract approaching its renewal date and generates a renewal document, tray.ai can automatically send a new HelloSign signature request to all current parties. Renewal terms, updated counterparty details, and any amended clauses from Ironclad are pre-populated in the signing workflow. Renewal pipelines keep moving without legal operations manually managing each cycle.
Use case
Multi-Party Sequential Signing Orchestration
For agreements that need signatures from multiple internal approvers and external counterparties, tray.ai handles the correct signing sequence between Ironclad's approval workflow and HelloSign's ordered signing. Internal approvals in Ironclad determine the signing order passed to HelloSign, keeping the process aligned with company signing authority policies. Every completion step is logged back in Ironclad for a full chain-of-custody record.
Use case
New Contract Template Sync and Signature Kickoff
When a new contract is generated from a published Ironclad template for a counterparty, tray.ai maps the right HelloSign template and pre-fills signer roles and custom fields using data from the Ironclad record. High-volume contract types like NDAs, MSAs, and vendor agreements don't need individual setup each time. Teams spend less time configuring signature requests and more time closing deals.
Get started with HelloSign & Ironclad integration today
HelloSign & Ironclad Challenges
What challenges are there when working with HelloSign & Ironclad and how will using Tray.ai help?
Challenge
Maintaining a Consistent Contract ID Across Both Platforms
HelloSign and Ironclad use separate internal identifiers, so matching a completed HelloSign request back to the right Ironclad record is harder than it sounds — especially at volume or when multiple contracts exist for the same counterparty.
How Tray.ai Can Help:
tray.ai stores the Ironclad contract ID as a custom metadata field on the HelloSign signature request at creation time. When HelloSign webhooks fire on completion or status events, tray.ai reads that stored ID to find and update the exact matching record in Ironclad — accurate every time, regardless of volume.
Challenge
Handling Multi-Signer Workflows Without Manual Configuration
Complex contracts often need multiple internal and external signatories in a specific order, defined by signing authority policies in Ironclad. Manually recreating that order in HelloSign for every contract is tedious, error-prone, and a real compliance risk if someone gets the sequence wrong.
How Tray.ai Can Help:
tray.ai reads the approval hierarchy and signer roles directly from Ironclad's contract workflow data and builds the HelloSign signature request dynamically — correct signing order, signer emails, and role assignments included. No manual configuration, no policy violations.
Challenge
Keeping Contract Status Synchronized in Near Real Time
Stakeholders need current status in Ironclad, but HelloSign signing happens asynchronously as counterparties open and sign at their own pace. Without automation, someone has to manually check HelloSign and update Ironclad, creating lag and records that are wrong half the time.
How Tray.ai Can Help:
tray.ai uses HelloSign's webhook events to capture every signature lifecycle event the moment it occurs and writes those updates immediately to the matching Ironclad record. Ironclad always reflects the current signing status — no polling, no manual updates.
Challenge
Managing Failed or Declined Signature Requests Without Process Gaps
When a signer declines in HelloSign or a request expires, that information rarely makes it back into Ironclad on its own. The contract sits in a stale 'Pending Signature' state, the team has no idea what happened, and the delay warps contract pipeline metrics.
How Tray.ai Can Help:
tray.ai listens for HelloSign decline, expiry, and void events and immediately triggers a response: updating the Ironclad contract status to reflect reality, notifying the contract owner through their preferred channel, and optionally reopening the Ironclad workflow step so the team can act without losing context.
Challenge
Ensuring Executed Documents Are Stored Compliantly in Ironclad
Manually downloading signed PDFs from HelloSign and uploading them to Ironclad introduces delays, version control problems, and misfiled or missing documents. For regulated industries, that's not just annoying — it's an audit and compliance exposure.
How Tray.ai Can Help:
tray.ai automates post-signature document handling by immediately retrieving the final executed PDF from HelloSign and attaching it to the right Ironclad record with all required metadata written to the correct fields. The result is a reliable, timestamped record chain with no human steps required.
Start using our pre-built HelloSign & Ironclad templates today
Start from scratch or use one of our pre-built HelloSign & Ironclad templates to quickly solve your most common use cases.
HelloSign & Ironclad Templates
Find pre-built HelloSign & Ironclad solutions for common use cases
Template
Send HelloSign Signature Request When Ironclad Contract Reaches Signing Stage
This template watches Ironclad for contracts that advance to a defined signing stage and automatically creates a HelloSign signature request with the right document, signatories, and signing order pulled from the Ironclad record.
Steps:
- Trigger: Ironclad webhook fires when a contract workflow step advances to the signing stage
- Action: Retrieve full contract details and document file from Ironclad via API
- Action: Create and send a HelloSign signature request with document, signer emails, and signing order populated from Ironclad data
Connectors Used: Ironclad, HelloSign
Template
Sync Completed HelloSign Documents Back to Ironclad
When a HelloSign signature request is fully completed by all parties, this template downloads the executed PDF and uploads it to the matching Ironclad contract record, updating the contract status and execution metadata.
Steps:
- Trigger: HelloSign webhook fires on signature request completion
- Action: Download the fully signed PDF from HelloSign
- Action: Upload the executed PDF to the matched Ironclad contract record and update status fields including execution date and signatory names
Connectors Used: HelloSign, Ironclad
Template
Push HelloSign Signature Events to Ironclad Contract Timeline
This template listens for HelloSign signing events — document opened, signer completed, request declined — and writes those events as activity updates or field changes on the matching Ironclad contract record as they happen.
Steps:
- Trigger: HelloSign webhook fires on any signature request event (opened, signed, declined)
- Action: Identify the matching contract in Ironclad using the contract ID stored as a HelloSign custom field
- Action: Write the event type, timestamp, and signer identity as a status update or activity log entry on the Ironclad contract record
Connectors Used: HelloSign, Ironclad
Template
Alert Contract Owner When HelloSign Request Is Declined or Voided
This template detects when a HelloSign signature request is declined or cancelled, updates the Ironclad contract status, and sends a notification to the contract owner via email or Slack so they can take action.
Steps:
- Trigger: HelloSign webhook fires on signature request declined or voided event
- Action: Update the corresponding Ironclad contract record status to reflect the declined or voided state
- Action: Send an alert to the contract owner with contract details and a direct link to the Ironclad record
Connectors Used: HelloSign, Ironclad
Template
Automate Renewal Contract Signature Workflow from Ironclad
This template monitors Ironclad for contracts flagged for renewal, retrieves the renewal document, and sends a HelloSign signature request to all required parties so renewal cycles run without manual intervention.
Steps:
- Trigger: Scheduled tray.ai workflow polls Ironclad for contracts with renewal dates within a defined window
- Action: Retrieve the renewal contract document and current counterparty signer details from Ironclad
- Action: Create and send a HelloSign signature request for the renewal document with all parties pre-populated
Connectors Used: Ironclad, HelloSign
Template
Pre-Fill HelloSign Templates with Ironclad Contract Metadata
This template maps Ironclad contract fields — counterparty name, effective date, contract value, signer roles — to a matching HelloSign template, creating a customized signature request without any manual data entry.
Steps:
- Trigger: Ironclad contract reaches a defined workflow stage that maps to a specific HelloSign template type
- Action: Extract contract metadata fields from Ironclad including counterparty details, dates, and signer information
- Action: Create a HelloSign signature request using the matched template with all custom fields and signer roles pre-populated from Ironclad data
Connectors Used: Ironclad, HelloSign