Salesflare Salesflare Integrations

SignNow and Salesflare

Secure and easy electronic signature solution.

Signatures signnow.com ↗

How to connect SignNow

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.

SignNow operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Document Completed — Triggers when all signers have filled in and signed the document.
  • Document Deleted — Triggers when a document has been deleted.
  • Document Group Completed — Triggers when all signers have filled in and signed the document group.
  • Document Updated — Triggers when a document has been updated.
  • New Document — Triggers when a document has been uploaded to SignNow.

Actions (12)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Cancel Document Group Invite — Cancels the active group invite on a Document Group, revoking it for all of its recipients at once.
  • Cancel Invite to Sign and Delete Document — Revokes an invite to sign. Optionally can delete a document.
  • Create Document From Template & Send Free Form Invite — Creates a new document without fillable fields from a selected template and sends an invite to a signer.
  • Create Document From Template & Send Role-Based Invite — Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
Show 7 more actions
  • Create Document Group From Template Group & Send Invite — Creates a new document group with fillable fields from a selected template group and sends an invite to one or multiple signers.
  • Create Document Group Template From Document Group — Creates a new Document Group Template from an existing Document Group. The group's documents are combined into one merged template.
  • Deactivate Signing Link — Deactivates a Document Group signing link so it can no longer be used for signing. Accepts the Signing Link ID from a Send DGT step.
  • Generate Document — Generates a document from a DOCX template with merge tags and delivers it as a SignNow Document Group, ready to send for e-signature.
  • 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.
  • Upload Document — Uploads a new document.
  • Upload Document & Extract Fields — Creates a new document and converts field tags to SignNow fillable fields.

Searches (1)

Look up existing records

  • Find — Searches for documents, templates, document groups, and document group templates matching the given term.

SignNow operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Events — Watches user and document events.

Actions (28)

Things Salesflare can make it do

  • Cancel a Document Group Invite — Cancels a group invite.
  • Cancel an Invite — Cancels an invite to sign a document.
  • Create a Custom Event — Adds a custom event to the audit log.
  • Create a Document Group — Creates a document group from a list of documents.
  • Create a Document from a Template — Creates a new document copy from a template.
Show 23 more actions
  • Create a Folder — Creates a Folder.
  • Create a Signing Link — Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.\n
  • Create a Template — Creates a template using a document.
  • Delete a Document — Deletes a document.
  • Delete a Document Group — Deletes a document group.
  • Delete a Folder — Deletes a folder.
  • Download a Document — Downloads a document as zip or pdf.
  • Download a Document's Attachment — Downloads a file attached to the document by signer.
  • Get User Information — Retrieves the details of the user.
  • Get a Document — Retrieves a document.
  • Get a Document Group — Retrieves document and role information of documents in a document group.
  • Get a Document Group Invite — Retrieves invite action information of a group invite, including the status of each step and action.
  • Get a Document's Download Link — Retrieves a one-time use URL to download the document as a PDF.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Merge Documents — Merges existing documents into one.
  • Move a Document — Moves a document to a specified folder.
  • Rename a Folder — Renames a folder.
  • Resend a Document Group Invite — Resends invite emails to those with pending invites for the group invite or to specific users.
  • Resend an Email Invitation — Resends your email invitation.
  • Send an Invite to Sign — Sends a free-form invite or a role-based invite.
  • Send an Invite to Sign a Document Group — Creates a multi-step invite for a document group.
  • Upload a Document — Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.
  • Upload a Document With Tags — Uploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.

Searches (8)

Look up existing records

  • List All Folders — Retrieves all the folders of a user.
  • List Document Groups — Retrieves all document groups.\n\n
  • List Pending Group Invites — Retrieves all pending invite information as well as invites already signed for a group invite for the user that makes the call. If the user making the call is the document owner, it will return pending invites for that user and ALL actions that have already been fulfilled.
  • List a Document's History — Retrieves the history of a document.
  • List a Folder's Documents — Retrieves a folder's documents.
Show 3 more searches
  • List a Folder's Subfolders — Retrieves the subfolders of a folder.
  • List a User's Documents — Retrieves the user's documents.
  • List a User's Modified Documents — Retrieves the user's modified documents.

Screenshots

Similar apps

DocuSign

Most widely used e-signature software.

Zapier Make
eSignatures

ESignatures.io is a tool used for signing mobile friendly contracts over the web.

Zapier Make
SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, s…

Zapier Make
SignWell

SignWell is a secure electronic signature platform for an intuitive, faster, and affordable lega…

Zapier Make
Zoho Sign

Zoho Sign is a complete digital signature app for generating and managing legally binding busine…

Zapier Make
Dropbox Sign

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy…

Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free