SignNow Integrations

  • Request signatures in SignNow from new Trainerize clients

    Seamlessly request for signatures without manually adding your client to SignNow. Get responses for your PARQs, liability waivers, or other forms electronically, before your first in-person consultation or call and save time: With this Zapier integration, anytime you add a new client to Trainerize, a new document is created from an upload you pick within SignNow. They will be automatically invited to e-sign the document. Their signed document will be saved into SignNow and you will be notified by e-mail.

    How this Trainerize-SignNow integration works

    1. A client is added to Trainerize.
    2. Zapier creates a document from a template and invites them to sign it.

    Apps involved

    • Trainerize
    • SignNow
  • Request signatures in SignNow from new Google Sheets rows

    Maintain organization and get the signatures you need easily with this Zapier automation. Once set up, each time a new row is added to a selected Google Sheets spread sheet, Zapier will create a new signature request document and send it to your client. You can just list people in a spreadsheet and then get the signatures you need without any extra work.

    How It Works

    1. A new row is added to a selected Google Sheets spread sheet
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Google account
    • SignNow account
  • Request signatures in SignNow from new Typeform entries

    If you require signatures to complete online forms, this automation can help. Set it up, and each time a new entry is completed in Typeform, Zapier will create a new signature request document and send an invite to your client. With this integration you can stop worrying about documentation, and start focusing on projects.

    How It Works

    1. A new Typeform entry is completed
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Typeform account
    • SignNow account
  • Save updated SignNow documents to Google Drive

    Keep detailed records for your team and make sure they are up-to-date with this SignNow to Google Drive automation. Set it up, and every time a document is updated in SignNow, Zapier will copy the file into Google Drive. You'll be sure to have all of your important documents saved into Google Drive automatically with this integration, and will automatically have a record of every signed document.

    How It Works

    1. A document is updated in SignNow
    2. Zapier will copy the file into Google Drive

    What You Need

    • SignNow account
    • Google account
  • Request signatures in SignNow from new Wufoo entries

    Send signature requests with virtually no hassle when you use this Wufoo to SignNow automation. Once it’s set up, each time a new entry is submitted in Wufoo, Zapier will create a new document from your signature template and then send an invite to your client to sign. Create a fast turnaround when you need signatures.

    How It Works

    1. A new form entry is completed in Wufoo
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Wufoo account
    • SignNow account
  • Track signed and updated SignNow documents in new Google Sheets spreadsheet rows

    Keeping track of who signed what document is a hassle. SignNow makes the signature-gathering piece easy, but if you want to create a sortable guide to track the history of your documents, try this Zap—it automatically tracks any activity on one of your documents in a Google Sheets spreadsheet.

    How It Works

    1. Someone signs or updates one of your SignNow documents
    2. Zapier notices the change, and adds that document to a new row in Google Sheets

    What You Need

    • A SignNow account with at least one live document
    • A Google Sheets spreadsheet, with column headers
  • Record SignNow template updates into Google Sheets as rows

    Keep your records accurate and organized and use this SignNow to Google Sheets automation. After its set up, each time a template document is updated in SignNow, Zapier will automatically add a new row to a selected Google Sheets spread sheet. Record document changes and reference them as you need to.

    How It Works

    1. A template document is updated in SignNow
    2. Zapier adds a new row to a selected Google Sheets spread sheet

    What You Need

    • SignNow account
    • Google account
  • Upload Dropbox files from a specific folder to SignNow as documents

    Instead of chasing down documents on your coworkers' computers, try managing them with a shared, cloud-based app like Dropbox. This Zap will even help you make those documents sign-able: whenever you add a file to a specified Dropbox folder, it will automatically be uploaded to SignNow as a document.

    How It Works

    1. You add a new document to a Dropbox folder
    2. Zapier finds the new document, and uploads it to SignNow

    What You Need

    • A Dropbox account
    • A SignNow account
  • Request signatures in SignNow from new Podio activity

    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 create a new signature request document and send an invite to your client. End the need for paper and go digital!

    How It Works

    1. New activity in Podio
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Podio account
    • SignNow account
  • Send a Gmail email every time a new document is uploaded to SignNow

    Want to send a message to yourself or a teammate each time a new document is added to your SignNow account? This Zap will automatically send an email via Gmail whenever someone uploads a document to SignNow.

    How It Works

    1. Someone uploads a new document to your SignNow account
    2. Zapier notices the new document, and sends a Gmail email to email addresses that you specify

    What You Need

    • A SignNow account
    • A Gmail account
  • Find and replace existing Google Drive files when SignNow documents are updated

    Whenever a document is updated, finalized, or signed in one tool, make sure that it is reflected in Google Drive. Use this Zap to automatically find an existing Google Drive file and replace it, whenever a document is updated in SignNow. That way, you can rest assured that the file in Google Drive is the most up-to-date version of the file.

    How this SignNow-Google Drive integration works

    1. A SignNow document is updated
    2. Zapier finds an existing Google Drive file, or creates a new one
    3. Zapier uploads a new file to Google Drive to replace the file it just found or created

    Apps involved

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

    When a new member joins your venue, you'll want them to sign a membership agreement. Why not send this signature request automatically? With this integration, new Optix users will automatically receive a membership agreement ready for their signature via SignNow as soon as you add them as users into your Optix account.

    How this Optix-SignNow integration works

    1. A new user is added on Optix
    2. Zapier sends the user an invitation to sign through SignNow

    Apps involved

    • Optix account
    • SignNow account
  • Add Infusionsoft contacts when SignNow documents are updated

    Make sure your records stay in sync with your contacts when you use this Infusionsoft to SignNow automation. Set it up, and each time a template document is updated in SignNow, Zapier will add a new contact in Infusionsoft. Stop worrying about the pesky details and get signatures on-the-go with this integration.

    How It Works

    1. A template document is updated in SignNow
    2. Zapier adds a new contact in Infusionsoft

    What You Need

    • SignNow account
    • Infusionsoft account
  • Attach signed SignNow documents to Trainerize clients

    Keep PARQ and waiver forms organized for your clients and make sure they are up-to-date with this SignNow to Trainerize automation. Set it up, and every time a document is updated in SignNow, Zapier will attach it to the respective client. You'll be sure to have all of your signed documents saved into Trainerize automatically with this integration.

    How this SignNow-Trainerize integration works

    1. A document is updated in SignNow
    2. Zapier will attach the file onto a Trainerize client's profile

    Apps involved

    • SignNow account
    • Trainerize account
  • Track updated SignNow documents in new Evernote notes

    Evernote is like a cloud-based backup for your brain. When you pair it with SignNow, you can create a searchable archive of your updated documents. This Zap sends any SignNow document updates to Evernote at new notes.

    How It Works

    1. Someone signs or updates one of your SignNow documents
    2. Zapier notices the change, and creates a new Evernote note based on the updated info

    What You Need

    • A SignNow account with at least one live document
    • An Evernote account
  • Assign contacts in Infusionsoft when documents are signed in SignNow

    Know exactly who you need signatures from and pull up their templates easily with this SignNow to Infusionsoft automation. Set it up, and each time a template-based document is updated in SignNow, Zapier will automatically assign the contact to a group in Infusionsoft. Impress your clients with your organization skills when you use this integration.

    How It Works

    1. A template-based document is updated in SignNow
    2. Zapier assigns a contact to a group in Infusionsoft

    What You Need

    • SignNow account
    • Infusionsoft account
  • Request signatures in SignNow from new Zoho CRM leads

    Complete your documentation early and obtain any signatures you need with this Zoho CRM to SignNow automation. Once set up, when a new lead is added in Zoho CRM, Zapier will create a new signature request document and send it to your client to sign. Instead of bogging yourself down with paperwork, use this Zapier integration.

    How It Works

    1. A new lead is added in Zoho CRM
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Zoho CRM account
    • SignNow account
  • Request signatures in SignNow from new ActiveCampaign contacts

    Automatically get the signatures you need from new clients with this ActiveCampaign to SignNow automation. Upon set up, every time a new contact is added in ActiveCampaign, Zapier will create a new signature request document and send an invite to your client. Maintain your records and add signatures from new clients quickly.

    How It Works

    1. A new contact is added in ActiveCampaign
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • ActiveCampaign account
    • SignNow account
  • Request signatures in SignNow with new Pipedrive deals

    Need a binding signature when you start a new deal? This Pipedrive to SignNow automation is perfect fit for you. Upon set up, each time a new deal is created in Pipedrive, Zapier will create a new signature request document and send an invite for your client. Start new deals off on the right, and have all of your documentation in order.

    How It Works

    1. A new deal is created in Pipedrive
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Pipedrive account
    • SignNow account
  • Request signatures in SignNow from new Infusionsoft contacts

    Ensure all of your customers have completed their documentation when you use this Infusionsoft to SignNow automation. Set it up, and each time a new contact is added in Infusionsoft, Zapier will create a new signature request document and send an invite to your client. Cover all of your bases and make sure your records are complete.

    How It Works

    1. A new contact is added to your group in Infusionsoft
    2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

    What You Need

    • Infusionsoft account
    • SignNow account
  • Add SignNow signed documents to Vtiger CRM as opportunities

    Turn your signed documents from SignNow into opportunities in Vtiger automatically by using Zapier to connect your accounts.

    How It Works

    1. Someone signs or completes one of your SignNow documents
    2. Zapier sees that the document was signed, and adds that document's info as an opportunity in Vtiger

    What You Need

    • A SignNow account with at least one live document
    • A Vtiger account
  • Get a HipChat message whenever a new document is added to SignNow

    A simple way to keep an eye on your SignNow documents is to receive alerts about them in your team's chat room. This Zap sends every new SignNow document to HipChat as a new message, so you can make sure it's up to date and send it out to signers.

    How It Works

    1. Someone adds a new document to your SignNow account
    2. Zapier sees the new document, and sends you a message in HipChat

    What You Need

    • A SignNow account
    • A HipChat account
  • Send new Chargify subscribers Invites to sign a SignNow document

    Chargify makes recurring billing a snap. But if you need signed receipts or other documents, try pairing it with SignNow: this Zap will automatically send new Chargify subscribers an invitation to sign a SignNow document of your choosing.

    How It Works

    1. A new subscriber is added to Chargify
    2. Zapier finds that new subscriber, and sends them an invitation to sign a specified SignNow document

    What You Need

    • A SignNow account with at least one live document
    • A Google Sheets spreadsheet, with column headers
  • Send invites to sign a SignNow document for each new transaction in Braintree

    Braintree helps businesses around the world manage and process credit card payments. And if whatever you're selling requires a signature or other paperwork, pairing Braintree with SignNow makes the whole process dead simple. This Zap will send each new Braintree customer an invitation to sign a SignNow document.

    How It Works

    1. A new transaction is logged in your Braintree account
    2. Zapier sees that transaction, and sends the customer an invitation to sign a specified SignNow document

    What You Need

    • A Braintree account
    • A SignNow account
  • Send SignNow documents for signatures for each new sales order invoice in Magento

    If the products in your Magento shop require some sort of signature, this Zap will simplify your workflow. Whenever you make a sale, and a Magento invoice is created, Zapier will automatically send the customer a document from SignNow for their signature.

    How It Works

    1. Someone purchases something from your Magento store, which creates a new invoice
    2. Zapier sees that invoice, and sends the customer a SignNow document to sign

    What You Need

    • A SignNow account with at least one live document
    • A Magento account

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SignNow Integration Details

Launched on Zapier October 28, 2014

Zapier combines Triggers (like "Template-Based Document Updated") and Actions (like "Send Invite") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following SignNow Triggers, Searches, and Actions are supported by Zapier:

Template-Based Document Updated

Triggers when there has been an update to a template-based document. Data from document fields can be mapped.

Document Update

Triggers when a document is updated.

Deleted Document

Triggers when a document is deleted.

New Document

Triggers when a new document is uploaded.

Send Invite

Send an invite to sign a document.

Upload Document

Creates a new document.

Create Document From Template & Send Role-Based Invite

Send role-based invites by creating documents from existing templates, including mapped text and dropdown fields.

Upload Document & Extract Fields

Creates a new document and converts field tags to CudaSign fields.

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