HelloSign Flow Component

HelloSign can be embedded into Salesforce Flows. The following parameters allow you initiate a signature request within a Flow.

• API Name
• HelloSign Template Record ID - this can be hardcoded or pulled in as a variable.
• Record Id - this can be hardcoded or pulled in as a variable. The object associated with the record Id must match the source object of your HelloSign template.
• Signing Iframe height - optional to control the height of the signing experience for running user templates.
• User can cancel/close - defaulted to true, but allows you to remove the option to close the HelloSign iframe without signing or declining.
• Signing Result - outputs the result of the signing event (signed, declined, canceled, sent, error)
• Signing Result Detail - outputs an error message if the result is error.

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CALLOUT

HelloSign support templates for running users and email templates in which skip prepare and skip preview are enabled.