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Hi Sign Make integrationAutomate Hi Sign with Make.
Can Make create and fetch your Hi Sign documents for you? The Hi Sign Make integration gives you 8 action modules for documents and users, and no trigger. This page shows how to link your account and build a first scenario that starts from another app.
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What does the Hi Sign Make integration do?
The Hi Sign Make integration lets a Make scenario, the automation you build as a chain of modules, act on your Hi Sign account without code. Each module is one brick of that chain. Hi Sign offers 8 of them, all actions: they create, look up, update or download, but none of them starts a scenario on its own.
Signer accounts ready before the paperwork. When a new client lands in your CRM, Consultar um Usuário checks whether that person already exists in Hi Sign, and Criar um Usuário adds them if not. Nobody retypes a name.
Documents that appear where the deal happens. A deal marked as won in another tool can feed Criar um Documento, then Baixar um Documento retrieves the file so a later module can store or send it.
A tidy archive. Pesquisar Documentos finds documents in your account, which helps before you download or report on them.
What Make does not do here: Hi Sign has no trigger, so something else must start the scenario, and the module names stay in Portuguese in the editor. The Hi Sign documentation in Make also warns that it is AI-generated and may contain errors, so test every module with Run once. If you weigh other tools, the n8n vs Make comparison lays out the criteria, the Make pricing page explains plans, and the Make training helps you get started.
How do you connect Hi Sign to Make?
- 01
Get your Hi Sign API key
You need an active Hi Sign account and an API key. In the Hi Sign dashboard, open the section called API or Integrações, generate a key if none exists yet, and copy it somewhere safe for the next step.
- 02
Add a Hi Sign module
In your Make scenario, add any Hi Sign module and click Create a connection. The Connection name field is optional; a clear label such as the account owner helps when several people share the workspace.
- 03
Paste the key and save
Paste the API key you copied from Hi Sign and confirm. The connection, your Hi Sign account linked to Make once, is now reused by every Hi Sign module in all your scenarios.
Your first scenario with Hi Sign
GoalWhen a new client arrives in another app, Make creates their Hi Sign user and then a Hi Sign document for them.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the + to add the first module. Since Hi Sign has no trigger, pick the module of the app where new clients appear, such as your form or CRM.
- 02
Add Criar um Usuário
Click the + to the right of that first module, search for Hi Sign and choose Criar um Usuário. Create the connection with your API key, then map the client data coming from the previous module.
- 03
Add Criar um Documento
Click the + again, choose Criar um Documento and reuse the same connection. Fill its fields with data mapped from the earlier modules so each new client gets a document.
- 04
Test with Run once
Click Run once and create a test entry in the first app. Each module then shows the bundles it received, one item passed from module to module, so you can check the user and document in Hi Sign.
- 05
Schedule and switch on
Open the clock on the first module to set Scheduling; a new scenario checks every 15 minutes by default. Then switch the scenario on so it runs without you.
What the Hi Sign modules do
Hi Sign gives you 8 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Atualizar um Usuário
ActionIn the docs onlyKeeps a Hi Sign user in line with your other tools: the name translates as Update a User, and it changes a person who already exists in your account.
Baixar um Documento
ActionIn the docs onlyBrings a Hi Sign document into your scenario as a file, so a later module can store it, attach it or send it elsewhere. The name means Download a Document.
Consultar um Usuário
ActionIn the docs onlyReads one Hi Sign user so the rest of the scenario can rely on their details instead of guessing. In English, the name reads Look Up a User.
Criar um Documento
ActionIn the docs onlyOpens a new document in Hi Sign from data your scenario already holds, which removes the copy and paste step between your sales tools and your signing tool.
Criar um Usuário
ActionIn the docs onlyAdds a new person to your Hi Sign account from another app, so a signer or colleague exists before any document needs them. The name means Create a User.
Fazer uma chamada API
ActionIn the docs onlyGives you a way to reach a Hi Sign function that none of the other named modules covers. The name is Portuguese for doing an API call, and it belongs to the Hi Sign app itself.
Pesquisar Documentos
ActionIn the docs onlyFinds documents in your Hi Sign account so you can work on existing files rather than new ones. The name means Search Documents.
Webhook
ActionIn the docs onlyDespite its name, this Hi Sign module is listed as an action, so it runs inside a scenario that something else has already started and never starts one itself.
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