Hellosign NodeJS SDK 
A NodeJS / JavaScript wrapper for the HelloSign API
Installation
Install from npm:
npm install hellosign-sdk
# Optionally, to install testing / development dependencies
cd node_modules/hellosign-sdk
npm installInstall from code:
git clone https://github.com/HelloFax/hellosign-nodejs-sdk.git
cd hellosign-nodejs-sdk
# install dependencies
npm installConfiguration
In your Node application, require hellosign-sdk (or the path to the sdk folder if not using npm) and pass authentication information to initialize it:
// Initialize using api key
var hellosign = require('hellosign-sdk')({key: 'YOUR API KEY HERE'});
OR
// Initialize using email and password
var hellosign = require('hellosign-sdk')({username: 'your_email_address', password: 'your_password'});
OR
// Initialize for embedded requests using your api key, client id, and (optionally, for OAuth) client secret
var hellosign = require('hellosign-sdk')({key: 'YOUR API KEY HERE', client_id: 'your client id', client_secret: 'your client secret'});For initialization for Oauth app-specific calls, see the Oauth section below.
Usage
Each function in the SDK is called from your initialized hellosign object, followed by the module name, and then the method.
hellosign.template.list();See below for a list of modules and their associated endpoint methods.
Return values
The results of each method can be accessed either as a callback, or a promise:
Callback style responses are included as the last (or only, in the case of no others) parameter in a call:
hellosign.signatureRequest.send({/*options*/}, function(err, response){
if (err) {
//do something with error
} else {
//parse response
}
});Promise style access is through the when library:
hellosign.signatureRequest.send({/*options*/})
.then(function(response){
//parse response
})
.catch(function(err){
//do something with error
})
.finally(function(){
//optionally do yet another thing
});Returned promises are then-able, or can be returned for later resolution.
Modules
Modules in the SDK are as follows:
Account
Get current account information
hellosign.account.get()
.then();Update your account information
var new_callback_url = "https://www.example.com/callback"
hellosign.account.update({callback_url: new_callback_url})
.then();Create a new HelloSign account
var email: "[email protected]";
hellosign.account.create({
email_address: email
})
.then();Verify if an account exists (only for paid API users)
var email: "[email protected]";
var account_id: '12738igfe87egqo22';
hellosign.account.verify({email_address: email,})
.then();
hellosign.account.verify({account_id: email,})
.then();Signature Request
Get an existing Signature Request by ID
hellosign.signatureRequest.get("fa5c8a0b0f492d768749333ad6fcc214c111e967")
.then();Get a list of your Signature Requests
hellosign.signatureRequest.list()
.then(function(res){
console.log(res.signature_requests);
});This endpoint can optionally receive the parameters page, and page_size, passed in as an options object:
hellosign.signatureRequest.list({page: 2, page_size: 15})Send a Signature Request
var options = {
test_mode : 1,
title : 'NDA with Acme Co.',
subject : 'The NDA we talked about',
message : 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
signers : [
{
email_address : '[email protected]',
name : 'Jack',
order : 0,
},
{
email_address : '[email protected]',
name : 'Jill',
order : 1,
}
],
cc_email_addresses : ['[email protected]', '[email protected]'],
files : ['my/docs/nda.pdf'],
metadata : {
clientId : '1234',
custom_text : 'NDA #9'
}
};
hellosign.signatureRequest.send(options)
.then(function(res){
console.log(res.signature_request);
});Send a Signature Request with Template
var options = {
test_mode : 1,
template_id : '7b63c2131099ef7effeb0e980e2c42005fe3405d',
subject : 'Purchase Order',
message : 'Glad we could come to an agreement.',
signers : [
{
email_address : '[email protected]',
name : 'George',
role : 'Signer'
}
],
custom_fields: [
{
name: "start_date",
value: "01/10/2016",
editor: "Signer",
required: true
}
]
};
hellosign.signatureRequest.sendWithTemplate(options)
.then(function(res){
console.log(res.signature_request);
});Send a reminder about an outstanding signature request
var request_id = 'fa5c8a0b0f492d768749333ad6fcc214c111e967'
var email = '[email protected]'
hellosign.signatureRequest.remind(request_id,{email_address : email})
.then(function(res){
console.log(res.signature_request);
});Download files from a signature request
var request_id = 'fa5c8a0b0f492d768749333ad6fcc214c111e967'
hellosign.signatureRequest.download(request_id, {file_type: 'zip'}, function(err, response) {
var file = fs.createWriteStream("files.zip");
response.pipe(file);
file.on('finish', function() {
file.close();
});
});Cancel an outstanding signature request
var request_id = 'fa5c8a0b0f492d768749333ad6fcc214c111e967';
hellosign.signatureRequest.cancel(request_id)
.then(function(response){
console.log(response.statusCode);
console.log(response.statusMessage);
})
.catch(function(err){
// Handle errors
});See below for more info on the statusCode / statusMessage properties.
Send an embedded signature request
var options = {
test_mode : 1,
clientId : '0836272d66a1b53f9822f3aa07aef704',
title : 'NDA with Acme Co.',
subject : 'The NDA we talked about',
message : 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
signers : [
{
email_address : '[email protected]',
name : 'Jack',
order : 0,
},{
email_address : '[email protected]',
name : 'Jill',
order : 1,
}
],
cc_email_addresses : ['[email protected]', '[email protected]'],
files : ['my/files/nda.pdf']
};
hellosign.signatureRequest.createEmbedded(options)
.then(function(res){
console.log(res.signature_request);
});Send an embedded signature request with a template
var options = {
test_mode : 1,
clientId : '0836272d66a1b53f9822f3aa07aef704',
template_id : '7b63c2131099ef7effeb0e980e2c42005fe3405d',
subject : 'Purchase Order',
message : 'Glad we could come to an agreement.',
signers : [
{
email_address : '[email protected]',
name : 'George',
role : 'Signer'
}
]
};
hellosign.signatureRequest.createEmbeddedWithTemplate(options);
.then(function(res){
console.log(res.signature_request);
});Embedded
Get an embedded sign URL
var signature_id = 'fa5c8a0b0f492d768749333ad6fcc214c111e967';
hellosign.embedded.getSignUrl(signature_id)
.then();Get an embedded template's edit URL
var template_id = '7b63c2131099ef7effeb0e980e2c42005fe3405d';
hellosign.embedded.getEditUrl(template_id)
.then();OAuth
Get the user to authorize your app
You'll need to create an API app, and add OAuth support, and then use the URL provided to authorize users for your application. When you do so, you'll get a state and code value that can be used as below to get an OAuth access token.
See our OAuth 2.0 walkthrough for more details.
Get an app-specific access token
var hellosign = require('./hellosign.js')({key: 'YOUR API KEY HERE', client_id: 'your client id', client_secret: 'your client secret'});
hellosign.oauth.getToken({state : '53b02619', code : '1d0219ea3363aa67'})
.then();Make API calls using your OAuth token:
Use the access token to instantiate an app-specific HelloSign object:
var hellosignOauth = require('./hellosign-nodejs-sdk/lib/hellosign.js')({oauthToken: 'YOUR_ACCESS_TOKEN'});You can then use the HelloSign object you've created with the Oauth key to perform requests with that key:
var options = {
test_mode : 1,
title : 'NDA with Acme Co.',
subject : 'The NDA we talked about',
message : 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
signers : [
{
email_address : '[email protected]',
name : 'Jack',
order : 0
},
{
email_address : '[email protected]',
name : 'Jill',
order : 1
}
],
cc_email_addresses : ['[email protected]', '[email protected]'],
files : ['nda.pdf']
};
hellosignOauth.signatureRequest.send(options)
.then();Refresh your OAuth token
From the HelloSign instance with your app's client_id and secret set, you can also use the refresh token you got in the first token call above to fetch a new access token for your use:
hellosign.oauth.refreshToken({refresh_token : 'YOUR_REFRESH_TOKEN'})
.then();Team
Get your team's information
hellosign.team.get()
.then(function(res){
console.log(res.team);
});Create a team (if you don't have one)
var team_name = 'Radion 6'
hellosign.team.create({name: team_name})
.then(function(res){
console.log(res.team);
});Update team
var newName = 'The Mr. T Team';
hellosign.team.update({name: newName})
.then(function(res){
console.log(res.team);
});Remove team
hellosign.team.destroy();Add a team member
var memberEmail = '[email protected]';
hellosign.team.addMember({email_address: memberEmail})
.then(function(res){
console.log(res.team);
});Remove a team member
var memberEmail = '[email protected]';
hellosign.team.removeMember({email_address: memberEmail})
.then(function(res){
console.log(res.team);
});Template
List current templates
hellosign.template.list();
.then(function(res){
console.log(res.templates);
}Get a template by id
var template_id = '7b63c2131099ef7effeb0e980e2c42005fe3405d';
hellosign.template.get(template_id)
.then(function(res){
console.log(res.template);
});Add a team member to a template
var template_id = '7b63c2131099ef7effeb0e980e2c42005fe3405d';
var memberEmail = '[email protected]'
hellosign.template.addUser(
template_id,
{
email_address: memberEmail
}
)
.then(function(res){
console.log(res.template);
});Remove a team member from a template
var template_id = '7b63c2131099ef7effeb0e980e2c42005fe3405d';
var memberEmail = '[email protected]'
hellosign.template.removeUser(
template_id,
{
email_address: memberEmail
}
)
.then(function(res){
console.log(res.template);
});Create an embedded template draft
var options = {
test_mode: 1,
files: ['my/files/nda.pdf'],
title: 'embedded draft test',
subject: 'embedded draft test',
message: 'embedded draft test',
signer_roles: [
{
name: 'Sherlock',
order: 0
},{
name: 'Watson',
order: 1
}
],
cc_roles: ['[email protected]']
};
var results = hellosign.template.createEmbeddedDraft(options)
.then(function(res){
console.log(res.template);
});Unclaimed Draft
Create an unclaimed draft
hellosign.unclaimedDraft.create({
test_mode : 1,
files : ['my/files/nda.pdf', 'other/files/secret.pdf']
})
.then(function(res){
console.log(res.unclaimed_draft.claim_url);
});Create an embedded unclaimed draft
var options = {
test_mode : 1,
clientId : '0836272d66a1b53f9822f3aa07aef704',
type : 'request_signature',
subject : 'The NDA we talked about',
requester_email_address : '[email protected]',
files : ['my/secret/lair/nda.pdf'],
is_for_embedded_signing : 1
};
hellosign.unclaimedDraft.createEmbedded(options)
.then(function(res){
console.log(res.unclaimed_draft.claim_url);
});Create embedded unclaimed draft with template
var options = {
test_mode: 1,
template_id: '7b63c2131099ef7effeb0e980e2c42005fe3405d',
title: 'embedded draft test',
subject: 'embedded draft test',
message: 'embedded draft test',
signing_redirect_url: 'http://bondstreet.co.uk',
requesting_redirect_url: 'http://met.police.uk',
signers: [
{
name: 'Sherlock',
role: 'Signer',
email_address: '[email protected]',
pin: 3645
},{
name: 'Watson',
role: 'Assistant',
email_address: '[email protected]',
pin: 4657
}
],
requester_email_address: '[email protected]',
metadata: {
clue1: 'pink suitcase',
clue2: 'rache...'
}
};
hellosign.unclaimedDraft.createEmbeddedWithTemplate(options);
.then(function(res){
console.log(res.unclaimed_draft.claim_url);
});Warnings
Any warnings returned from the api will be accessible on the response object returned:
hellosign.account.get()
.then(function(res){
console.log(res.warnings);
});Status codes
On any response object, you can inspect the statusCode and statusMessage properties to get HTTP status information.
This is especially useful for endpoints that don't return any JSON information, like cancel:
hellosign.signatureRequest.cancel('fa5c8a0b0a492d768749333ad6fcc214c111e967')
.then(function(response){
console.log(response.statusCode);
console.log(response.statusMessage);
});Tests
Unit tests can be run simply by executing:
npm testYou can run the full test suite (including functional tests) by executing the following commands after you cloned the repo: Note that it requires to have a HelloSign account, with two templates (each having a single signer role, titled 'Signer') and one api app.
WARNING: We advise against running these tests against your personal account as they perform destructive actions.
cd hellosign-nodejs-sdk
cp test/testparams.example.js test/testparams.js
# In testparams.js, edit
var api_key = 'YOUR API KEY';
var client_id = 'YOUR CLIENT ID';
var client_secret = 'SECRET';
# Then run the mocha instance from node_modules:
node_modules/mocha/bin/mochaMocked functional tests are coming soon. Look inside the repo for a sneak peak.
Additional notes
Local callbacks
We do not allow app callbacks (event or OAuth) to be set to localhost. However it is still possible to test callbacks against a local server. Tunneling services such as ngrok (http://ngrok.com) can help you set this up.
License
The MIT License (MIT)
Copyright (C) 2015 hellosign.com
Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
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