signNow

The signNow modules allow you to watch, create, update, list, retrieve, and delete the document, document groups, folders, users, invites, and template 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.

Connecting signNow to Make

Go to Make and open the signNow module's Create a connection dialog.
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.
Enter your signNow account credentials and click Login.
Confirm the access by clicking Grant access to signNow.

The connection has been established.

Invites

Send an Invite to Sign

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.

Create a Signing Link

Creates a singing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.

Connection

Establish a connection to your signNow account.

Document ID

Select the Document ID for which you want to create the signing link.

The document must have at least one role that does not have a fixed e-mail to create an invite link.

Cancel an 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.

Resend an Email Invitation

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

List Pending 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.

Get a Document Group Invite

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.

Send an Invite to Sign a Document Group

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.

Resend a Document Group Invite

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.

Cancel a Document Group Invite

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

List a User's Modified 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.

List a User's Documents

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.

Get a Document

Retrieves a document.

Connection	Establish a connection to your signNow account.
Document ID	Select the Document ID whose details you want to retrieve.

Download a Document

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

Download a Document's Attachment

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.

Get a Document's Download Link

Retrieves a one-time-use URL to download the document as a PDF.

Connection	Establish a connection to your signNow account.
Document ID	Select the Document ID whose download link you want to retrieve.

Upload a Document

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.

Upload a Document with Tags

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.

Delete a Document

Deletes a document.

Connection	Establish a connection to your signNow account.
Document ID	Select the Document ID you want to delete.

Move a Document

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.

Merge Documents

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.

List a Document's History

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.

Create a Custom Event

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

List 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.

Get a Document Group

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.

Create a Document Group

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.

Delete a 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

List All 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.

List a Folder's Subfolders

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.

Create a Folder

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.

Rename a 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.

Delete a Folder

Deletes a folder.

Connection	Establish a connection to your signNow account.
Folder ID	Select the Folder ID you want to delete.

List a Folder's Documents

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

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.

Create a Document from a 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

Get User Information

Retrieves the details of the user.