File and Document Management
signNow
26 min
signnow is an e signature platform that enables users to sign, send, and manage documents electronically integrating signnow with make com allows users to automate document signing, streamline approval workflows, and track signature statuses directly within their automated processes this is ai generated content based on official signnow documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www signnow\ com directly requirements to use the signnow app in make, you must have an active signnow account and an api key, https //www signnow\ com for subscription, refer to the https //www signnow\ com connect signnow and {{product name}} to get started, you must first create a connection between signnow and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your signnow account create the connection in make obtain your oauth2 credentials in your signnow account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your signnow account to obtain your oauth2 credentials click the api tab on the left hand panel click the add application button if prompted, enter the callback uri https //www integromat com/oauth/cb/signnow click the oauth 2 0 tab on your application details page copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs signnow\ com/docs/signnow/account create the connection in {{product name}} https //www make com/en/register , add the signnow module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your signnow account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page signnow modules after connecting to the signnow app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a document group invite revokes a previously sent invitation for someone to join a group cancel an invite revokes a previously sent invitation for someone to sign a document create a custom event creates and records a specific custom event entry in the audit log for tracking purposes create a document group creates a new group by combining multiple selected documents into a single collection create a document from a template generates a new document by duplicating an existing template create a folder creates a new folder in your specified location create a signing link generates a unique signing link for a selected document, enabling recipients to invite others to sign the document on your behalf create a template generates a new template based on the content of a specified document delete a document permanently removes a specified document from your account delete a document group permanently removes a specified document group from your account delete a folder permanently removes a specified folder from your storage download a document downloads a selected document and saves it as either a zip archive or a pdf file download a document's attachment downloads a file that was attached to the document by the signer get user information retrieves detailed information about a specific user account get a document fetches a specific document from your connected account get a document group fetches detailed information about documents and their associated roles within a specified document group get a document group invite fetches detailed information about a group invitation, including the progress and status of each step and action involved in the invite process get a document's download link generates a unique, single use link that allows you to download the specified document in pdf format list all folders retrieves a list of all folders belonging to a specific user list document groups fetches a complete list of all available document groups list pending group invites fetches detailed information about all pending and completed group invites for the user making the request if the user is the document owner, it returns both their pending invites and all actions that have already been completed for the group invite list a document's history fetches the complete version history and changes made to a specific document list a folder's documents fetches all documents contained within a specified folder list a folder's subfolders fetches all subfolders contained within a specified parent folder list a user's documents fetches all documents associated with the specified user account list a user's modified documents fetches documents that the user has edited or changed make an api call executes a custom api request to the connected service using your authorized credentials merge documents combines multiple existing documents into a single, unified document move a document transfers a selected document into a designated folder of your choice rename a folder changes the name of an existing folder to a new specified name resend a document group invite sends invitation emails again to users who have not yet accepted their group invites or to selected individual users with pending invitations resend an email invitation sends your email invitation again to the specified recipient send an invite to sign sends an invitation that can be customized freely or assigns a specific role to the invitee send an invite to sign a document group generates a multi step invitation process to add members to a specific document group upload a document uploads a document file to the platform, supporting formats such as doc, docx, pdf, xls, xlsx, ppt, pptx, and png upload a document with tags uploads a document containing signnow text tags for processing; supports only doc, docx, and pdf file formats watch events monitors and detects changes or activities related to users and documents templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} signnow resources you can have access to more resources related to this app on the following links https //community make com/search?q=signnow https //www signnow\ com https //docs signnow\ com/docs/signnow/a09068c8c7bf6 signnow api reference https //www make com/en/integrations/signnow