HappyForms + SignNow

HappyForms + SignNow integrations

Create documents in SignNow and send role-based invites from new activities in HappyForms

Boost your efficiency by integrating HappyForms with SignNow with this streamlined workflow. When a new activity takes place in HappyForms, a document is instantly created from a set template in SignNow, paired with a role-based invitation. This not only saves time but ensures your team receives important documents promptly, while making document management a breeze.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create Document From Template & Send Role-Based InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

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More things you can do with HappyForms and SignNow

Discover other triggers and actions you can use with HappyForms and SignNow

New Activity
Triggers when a new activity is created.
Trigger
Instant
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- Document Group Template
- Return PDF of Document Group
  Required
- Return Document Group History
  Required
- Return ZIP
  Required
Trigger
Instant
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- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
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- Document
  Required
- Action
  Required
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write

- Document
  Required
- From Email Address
  Required
- To Email Address
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- File
  Required
- Document Name
Action
Write

- Template
- Return PDF of Document
  Required
- Return Document History
  Required
- Return ZIP
  Required
Trigger
Instant
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Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Template
  Required
- Document Name
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- Template Group
  Required
- Document Group Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- File
  Required
- Document Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About HappyForms

HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.

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Related categories

Forms & Surveys

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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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Related categories

Signatures