Optix + SignNow Integrations

How to connect Optix + SignNow

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Send invitations to new Optix users to sign a membership agreement in SignNow
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Optix + SignNow
Create documents and send role-based invites in SignNow for new Optix plan subscriptions
Details
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Optix + SignNow

Send invitations to new Optix users to sign a membership agreement in SignNow

Details

Try it

Optix + SignNow

Create documents and send role-based invites in SignNow for new Optix plan subscriptions

Details

Try it

Optix + SignNow

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Supported triggers and actions

What does this mean?

- VenueRequired
  Pick which venue to watch for canceled assignments.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new assignments.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new members.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new plan subscriptions.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for new members.
Trigger
Instant
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- VenueRequired
  Pick which venue to watch for plan subscriptions ending soon.
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- Template
  Select a template for the trigger to fire on. If none selected, trigger will fire on all completed documents.
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail.
- Return ZIPRequired
  Returns a link to ZIP archive that contains PDF of a document and document's attached files. If you select YES to all the fields, three different links will be returned.
Trigger
Instant
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- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
  Select an action on a document.
Action
Write
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- CC
  Separate the email addresses of CC recipients with a comma. I.e.: marketing@acer.inc, sales@acer.inc
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
  Select a way for line wrapping in locked custom fields.
Action
Write
- FileRequired
  Select the file icon by the field label to find more information about expected values for this field.
- Document Name
  Name for your document.
Action
Write
- Api Docs Info
  API docs for SignNow are located here https://campus.barracuda.com/product/signnow/doc/41113461/rest-endpoints-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- VenueRequired
  Pick which venue to watch for updated assignments.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for cancelled plan subscriptions.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new members.
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for updated plan subscriptions.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- OrganizationRequired
- EmailRequired
- First Name
- Last Name
- Password
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
Action
Write
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- ToRequired
  Type in the signer’s email address.
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- FileRequired
  Provide a document containing field tags. Learn more about SignNow field tags.
- Document Name
  Name for your document.
Action
Write

How Optix + SignNow Integrations Work

Step 1: Authenticate Optix and SignNow.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Optix + SignNow

About Optix

Optix is a platform for on-demand work and meeting spaces.

Learn more

Related categories

Scheduling & Booking

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.

Learn more

Related categories

Signatures

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Optix + SignNow Integrations

How to connect Optix + SignNow

Send invitations to new Optix users to sign a membership agreement in SignNow

Create documents and send role-based invites in SignNow for new Optix plan subscriptions

Send invitations to new Optix users to sign a membership agreement in SignNow

Create documents and send role-based invites in SignNow for new Optix plan subscriptions

Connect your apps and automate workflows

Assignment Canceled

New Assignment

VenueRequired

New Issue

VenueRequired

Booking Canceled

VenueRequired

New Booking

VenueRequired

New Member

VenueRequired

New Plan Subscription

VenueRequired

New Invoice Payment

VenueRequired

Plan Subscription Ending Soon

VenueRequired

Team Member Deleted

VenueRequired

Document Completed

Template

Return PDF of DocumentRequired

Return Document HistoryRequired

Return ZIPRequired

Document Updated

Return PDF of DocumentRequired

Return Document HistoryRequired

Cancel Invite to Sign and Delete Document

DocumentRequired

ActionRequired

Create Document From Template & Send Role-Based Invite

TemplateRequired

Document NameRequired

FromRequired

CC

Subject

Message

Redirect After Signing

Payment Settings | Merchant Account

Payment Settings | Payer

Payment Settings | Currency

Payment Settings | Payment Amount

On Completion

Line Wrapping

Upload Document

FileRequired

Document Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Assignment Changed

VenueRequired

Plan Subscription Canceled

VenueRequired

New Lead

VenueRequired

Booking Changed

VenueRequired

New Check-In

VenueRequired

New User Support Request

VenueRequired

New Team Member

VenueRequired

Plan Subscription Changed

VenueRequired

New Product Sale

VenueRequired