Podio + SignNow

Request signatures in SignNow from new Podio activities

Request signatures seconds after new deals are made with this Podio to SignNow automation. Set it up, and each time there is new activity in Podio, Zapier will automatically create a new signature request document and send an invite to your client. End the need for paper and go digital!

When this happens...
New Activity
Triggers whenever there is activity in your stream.
TriggerScheduled
automatically do this!
Invite to Sign
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
- View
  Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.
Trigger
Scheduled
Try It
New Organization
Triggers when you add a new org.
Trigger
Scheduled
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- Organization
  Select your desired organization.
- Workspace
  Select your desired workspace.
- Application
  Select your desired app.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
Trigger
Scheduled
Try It

- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write

- 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

- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
- Field
  Select your desired trigger field (or leave blank to trigger on any field). Only works with item.create, item.update or item.delete Action Types.
- Action TypeRequired
  What action inside your app will trigger this Zap?
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
  Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
Trigger
Scheduled
Try It
- Organization
  You must select at least one thing from either the following Organization, Workspace, Label, or Response User Fields. Select your desired organization.
- Workspace
  Select your desired workspace.
- Application
  Select your desired app.
- Label
  Only trigger on tasks with this label.
- Responsible User
  Only trigger on tasks assigned to this user.
- Status
  Choose to only trigger tasks that are complete, incomplete or both.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
  Comma separated text labels
- Responsible User
- Reminder
  Set a time for some number of minutes before the task is due.
- Organization
  If you want to attach this Task to a Workspace, choose the Organization that the Workspace is in.
- Workspace
  Select a workspace to attach this new Task to (only shows Workspaces inside the Organization you picked above).
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
  Supports only the fields of type plain text.
- Search Field ValueRequired
Action
Search
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

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn more

Related categories

Project Management

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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.

Learn more

Related categories

Signatures

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Podio + SignNow

Request signatures in SignNow from new Podio activities

New Application

OrganizationRequired

WorkspaceRequired

New Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

View

New Organization

New Activity

Organization

Workspace

Application

New View

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Create Status

OrganizationRequired

WorkspaceRequired

TextRequired

Update Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Item to be updatedRequired

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

New Action

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Field

Action TypeRequired

Item Updated

OrganizationRequired

WorkspaceRequired

ApplicationRequired

View

New Workspace

OrganizationRequired

New Task

Organization

Workspace