Connect Hellosign to Office 365 like Magic
How to Use Magical to Transfer Data from Hellosign to Office 365
Connect your apps with ease
Transfer Data from Hellosign to Office 365: A Step-by-Step Guide
With Magical, you can transfer data from Hellosign to Office 365 in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Hellosign to Office 365, helping you streamline your document management and communication processes.
More Hellosign integrations with Magical
What Hellosign data can you transfer
Magical enables you to transfer a wide array of data from Hellosign to Office 365. Here are some examples of the information you can extract:
Document Title
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.
How to Transfer data from Hellosign to Office 365 using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Hellosign to Office 365 for more efficient document management. Follow these steps:
Sign in to your Hellosign account and open the document containing the data you want to transfer, such as document title, signer email, document status, and completion date.
In Hellosign, label the information you want to transfer with Magical, like Document Title, Signer Email, Document Status, or Completion Date.
Sign in to your Office 365 account and open the record where you want to add the Hellosign data.
Type "//" in an empty field and select the information you want to transfer from Hellosign such as Document Title, Signer Email, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Hellosign and Office 365
Efficient document management and communication are crucial to maintaining smooth business operations. Hellosign is a powerful eSignature platform and Office 365 is a robust suite of productivity tools. Combining the capabilities of these two platforms can significantly enhance your document management efforts. By leveraging Magical, you can easily move information from Hellosign to Office 365, allowing you to focus on your core business tasks.
Other ways to connect Hellosign and Office 365
Using Zapier
Zapier provides a seamless connection between Hellosign and Office 365, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Hellosign and Office 365 is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time document insights, fostering improved communication and a superior document management experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
