signNow

The signNow modules allow you to watch, create, update, list, retrieve, and delete the document, document groups, folders, users, invites and templates files in your signNow account.

Getting Started with signNow

Prerequisites

  • A signNow account

In order to use signNow with Make, it is necessary to have a signNow account. If you do not have one, you can create a signNow account at signnow.com/api.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting signNow to Make

  1. Go to Make and open the signNow module's Create a connection dialog.

    61f3a403b4eea.gif
  2. In the Connection name field, enter a name for the connection, if using Sandbox, select Show Advanced Settings, select the checkbox against Sandbox, and click Continue.

  3. Enter your signNow account credentials and click Login.

    61f3a40626dcd.png
  4. Confirm the access by clicking Grant access to signNow.

    61f3a407075af.png

The connection has been established.

Invites

Sends a free-form invite or a role-based invite.

Connection

Establish a connection to your signNow account.

Free-Form or Role-Based

Select the option to send the invite:

  • Free-Form Invite - the form without fillable fields

  • Role-Based Invite - the form has at least one field

Sender Email Address

Enter the sender's email address.

Signer Email Address

Enter the recipient's email address.

Document ID

Select the Document ID.

General Email Subject

Enter the email subject line for the invite.

General Email Message

Enter the email body message.

CC Emails

Add the email address of the members whom you want to add in the CC email of the invite.

Cancels an invite to sign a document.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID for which you want to cancel the invite.

Resends your email invitation.

Connection

Establish a connection to your signNow account.

ID

Select the user ID to whom you want to resend the email invitation.

Group Invites

Retrieves all pending invite information as well as invites already signed for a group invite for the user that makes the call. If the user making the call is the document owner, it will return pending invites for that user and ALL actions that we have already been fulfilled.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID whose pending invites you want to list.

Invite ID

Enter (map) the pending group Invite ID you want to list.

Limit

Set the maximum number of pending group invites Make should return during one scenario execution cycle.

Retrieves invite action information of a group invite, including the status of each step and action.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID whose invite details you want to retrieve.

Invite ID

Enter (map) the group Invite ID whose details you want to retrieve.

Create a multi-step invite for a document group.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID to which you want to send the invitation to sign the document.

Accountant

Enter the step number for the invite process. For example, 1. You can add multiple steps in the Document Group. For example, step 1 is an accountant, step 2 is Manager, and so on.

Email Address

Enter the email address of the person to whom you want to send the invite.

Enable Reassignment

Select whether to enable the reassignment of the invite.

Password

Enter the password of the document for authentication purposes.

Invite Email

Select whether to enable the invitation by email.

Invite Email Subject

Enter the email subject line for the invitation.

Invite Email Message

Enter the email message for the invitation.

Completion Email

Select whether to enable the completion email to send to the recipient after completing the invitation email.

Completion Email Subject

Enter the email subject line for sending the completion email. For example, Action Completed.

Completion Email Message

Enter the email body message text for sending the completion email.

Resends invite emails to those with a pending invite for the group to invite or to specific users.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID to which you want to send the invitation to sign the document.

Invite ID

Select the Invite ID to resend.

Email address

Enter the email addresses of the user to whom you want to send the invitation.

Cancels a group invite.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID whose invitation you want to cancel.

Invite ID

Select the Invite ID you want to cancel.

Documents

Retrieves the user's modified documents.

Connection

Establish a connection to your signNow account.

Limit

Set the maximum number of modified documents Make should return during one scenario execution cycle.

Retrieves the user's documents.

Connection

Establish a connection to your signNow account.

Limit

Set the maximum number of user documents Make should return during one scenario execution cycle.

Retrieves a document.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID whose details you want to retrieve.

Downloads a document as zip or a PDF.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID you want to download.

Type of Download

Select the option to download:

  • PDF

  • ZIP File

Include Document History

Select the document history to include in the document:

  • Provide document history

  • Don't provide document history

Downloads a file attached to the document by the signer.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID whose attachment you want to download.

Attachment ID

Select the Attachment ID you want to download.

Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, ppt, .pptx, and .png file types.

Connection

Establish a connection to your signNow account.

Name

Enter the name of the document you want to upload. The name should not contain the following special characters \,/,*,?,>,<,|,"

Data

Enter (map) the document data.

Uploads a document with signNow text tags. Only .doc, .docx, and ,pdf are supported.

Connection

Establish a connection to your signNow account.

Name

Enter the name of the document you want to upload. The name should not contain the following special characters \,/,*,?,>,<,|,"

Data

Enter (map) the document data.

Deletes a document.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID you want to delete.

Moves a document to a specified folder.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID you want to move.

Folder ID

Select the Folder ID to which you want to move the document.

Merges existing documents into one.

Connection

Establish a connection to your signNow account.

Documents to Merge

Select the documents you want to merge.

Merged Document Name

Enter a name for the merged document.

Retrieves the history of a document.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID whose document history you want to list.

Limit

Set the maximum number of history details Make should return during one scenario execution cycle.

Adds a custom event to the audit log.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID whose event you want to create.

Client Timestamp

Enter the date and time of the event.

Event Type

Enter the event type you want to create.

Document Groups

Retrieves all document groups.

Connection

Establish a connection to your signNow account.

Limit

Set the maximum number of document groups Make should return during one scenario execution cycle.

Retrieves document and role information of documents in a document group.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID whose details you want to retrieve.

Creates a document group from a list of documents.

Connection

Establish a connection to your signNow account.

Document ID Array

Select the Document IDs to include in the group you want to create. The documents must be own by the person, must not include templates, and should not be part of another document group. At least one of the document must have fields.

Document Group Name

Enter the name of the Document Group.

Deletes a document group.

Connection

Establish a connection to your signNow account.

Document Group ID

Select the Document Group ID you want to delete.

Folders

Retrieves all the folders of a user.

Connection

Establish a connection to your signNow account.

Limit

Set the maximum number of folders Make should return during one scenario execution cycle.

Retrieves the subfolders of a folder.

Connection

Establish a connection to your signNow account.

Folder ID

Select the Folder ID whose subfolders you want to list.

Limit

Set the maximum number of subfolders Make should return during one scenario execution cycle.

Creates a folder.

Connection

Establish a connection to your signNow account.

Parent ID

Select the Parent ID in which you want to create the folder. For example, document or template.

Name

Enter a name for the folder.

Renames a folder.

Connection

Establish a connection to your signNow account.

Folder ID

Select the Folder ID whose name you want to rename.

Folder Name

Enter a new name for the folder.

Deletes a folder.

Connection

Establish a connection to your signNow account.

Folder ID

Select the Folder ID you want to delete.

Retrieves a folder's documents.

Connection

Establish a connection to your signNow account.

Folder ID

Select the Folder ID whose documents you want to list.

Filter By

Select the option to filter the documents:

  • Signing Status

  • Document Created

  • Document Updated

Signing Status

Select the signing status of the documents:

  • Pending

  • Signed

  • Waiting for Me

  • Waiting for Others

Created After

Enter the date to list the folder documents created after the specified date.

Updated After

Enter the date to list the folder documents updated after the specified date.

Sort By

Select the option to sort the documents:

  • Date Created

  • Date Updated

Order

Select the order in which you want to list the documents:

  • Ascending

  • Descending

Limit

Set the maximum number of documents Make should return during one scenario execution cycle.

Templates

Create a template using a document.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID from which you want to create the template.

Template Name

Enter a name for the template.

Creates a new document copy from a template.

Connection

Establish a connection to your signNow account.

Template ID

Select the Template ID to create the document from.

Document Name

Enter a name for the new document. If no name is provided, then the document is created with a template name.

Other

Retrieves the details of the user.

Connection

Establish a connection to your signNow account.

Watch user and document events.

You do not have to add the webhooks in the SingNow as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your signNow account.

User or Document Event

Select the events you want to watch:

  • User Events

  • Document Events

User ID

Select the User ID whose events you want to watch.

Document ID

Select the Document ID whose events you want to watch.

Event Type

Select the events you want to watch. For example, a Document has been created.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your signNow account.

URL

Enter a path relative to https://{{if(connection.sandbox, 'api-eval','api')}}.signnow.com. For example: /document/7e4b8bdf5f2cf2236fccb2323ef9cb39cacf28c4

Note

For the list of available endpoints, refer to the signNow API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the teams from your signNow account:

URL:

/v2/teams

Method:

GET

61f3a407d0d4f.png

Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, 1 team is returned:

61f3a408af9ad.png