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Use HubSpot workflow automation and the SignBolt REST API to send documents for e-signature the moment a deal reaches the right stage. Get webhooks back when documents are signed, viewed, or declined.
Business plan required · No per-integration fees · Cancel anytime
Three steps to connect HubSpot deal stages to e-signature workflows.
Generate a SignBolt Business API key from your dashboard. Add it to your HubSpot workflow actions or custom code blocks. No marketplace app required.
In your HubSpot workflow, trigger the SignBolt API call when a deal reaches a target stage — for example, when a deal moves to 'Contract Sent'.
SignBolt receives the PDF, processes the signing request, and fires a webhook back to HubSpot when the document is signed, viewed, or declined.
Build real signing workflows inside your HubSpot CRM.
Trigger a signing request the moment a HubSpot deal reaches a qualifying stage. Use HubSpot custom code actions to POST to the SignBolt API with the deal's associated contact email and document.
When SignBolt fires a document.signed webhook, your HubSpot workflow receives the event. Use it to update the contact record, log a note, or store the signed PDF URL against the deal.
Enroll contacts in follow-up sequences, move deals to 'Closed Won', or notify your team in Slack — all automatically when SignBolt fires the document.signed event.
Use HubSpot custom properties to record signing state: sent, viewed, signed, or declined. Keep your pipeline accurate without manual updates.
Every incoming HubSpot webhook is validated against the X-HubSpot-Signature header using your HMAC-SHA256 client secret. Unsigned payloads are rejected.
API access, webhooks, and all integration capabilities are included in the SignBolt Business plan at $24/mo. No per-integration fees.
SignBolt fires these events to your configured webhook URL. Use them in HubSpot workflows to keep your CRM in sync with signing activity.
document.signedFires when a recipient completes signing. Payload includes document ID, signer email, timestamp, and a URL to download the signed PDF.
document.viewedFires when a recipient opens the signing link. Useful for tracking engagement and triggering reminder sequences in HubSpot.
document.declinedFires when a recipient explicitly declines to sign. Trigger HubSpot re-engagement workflows or alert your sales rep to follow up.
Step-by-step instructions to connect SignBolt and HubSpot using the REST API and workflow automation.
Log in to your SignBolt Business dashboard. Navigate to Settings → API Keysand generate a new key. Copy it — you'll add it as a HubSpot workflow secret.
In HubSpot, create a deal-based workflow. Set the trigger to Deal Stage = Contract Sent (or whichever stage you use). Add a Custom Code action and paste the Node.js snippet below. Add your SignBolt API key as a workflow secret named SIGNBOLT_API_KEY.
// HubSpot Custom Code Action (Node.js)
// Triggered when deal stage = "Contract Sent"
const axios = require("axios");
const fs = require("fs");
exports.main = async (event, callback) => {
const { dealId, contactEmail, pdfUrl } = event.inputFields;
// Fetch the PDF for this deal
const pdfResponse = await axios.get(pdfUrl, {
responseType: "arraybuffer",
});
// Post to SignBolt REST API
const formData = new FormData();
formData.append("file", new Blob([pdfResponse.data]), "contract.pdf");
formData.append("signerEmail", contactEmail);
formData.append("webhookUrl", "https://signbolt.store/api/integrations/hubspot/webhook");
const response = await axios.post(
"https://signbolt.store/api/v1/sign",
formData,
{
headers: {
Authorization: `Bearer ${process.env.SIGNBOLT_API_KEY}`,
"Content-Type": "multipart/form-data",
},
}
);
callback({
outputFields: {
signingRequestId: response.data.id,
signingLink: response.data.signingUrl,
},
});
};SignBolt sends a document.signed event to /api/integrations/hubspot/webhook when the recipient signs. The payload below shows what you receive. Use a second HubSpot workflow triggered by an incoming webhook (or a serverless function) to update the deal record with the signed PDF URL.
// SignBolt fires this payload to your HubSpot webhook handler
// when a document is signed
{
"event": "document.signed",
"documentId": "doc_abc123",
"signerEmail": "client@example.com",
"signedAt": "2026-04-08T10:32:00Z",
"downloadUrl": "https://signbolt.store/api/documents/doc_abc123/download",
"metadata": {
"hubspotDealId": "12345678"
}
}When you receive the document.signed webhook, use HubSpot's API to:
API access, webhooks, API key management, and unlimited documents — everything you need to connect SignBolt to HubSpot — is included in the Business plan.
No. This is an API-based integration using SignBolt's REST API and HubSpot's custom code workflow actions. You connect the two platforms directly using your SignBolt Business API key — no marketplace app is required.
The Business plan ($24/mo) includes API access, webhook support, and the API key management dashboard required to build and run the HubSpot integration.
No. Recipients receive an email with a secure signing link and can sign the document in their browser without creating an account. Only you, as the sender, need a SignBolt account.
SignBolt's webhook endpoint validates the X-HubSpot-Signature header using HMAC-SHA256 with your HUBSPOT_CLIENT_SECRET environment variable. Requests that fail signature validation are rejected with a 401 response.
Yes. HubSpot's workflow automation supports custom code actions (JavaScript/Python). When a deal moves to your target stage, you can POST to the SignBolt API at /api/v1/sign with the relevant PDF and recipient details.
The SignBolt API returns structured error responses with HTTP status codes. We recommend implementing retry logic in your HubSpot custom code action and logging errors to the HubSpot workflow history for visibility.
The document.signed webhook payload includes a download URL for the signed PDF. Your HubSpot workflow can store this URL as a custom property on the deal or contact record, or use it to attach the file via HubSpot's Files API.
Start with the Business plan and build your first HubSpot signing workflow today. The REST API is documented and ready.