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signNow Make integrationAutomate signNow with Make.

Contracts can go out for signature without anyone opening signNow. The signNow Make integration gives you 37 modules, one instant trigger included. This page shows how to link your account, build a first scenario and pick the right module.

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What you can automate

What does the signNow Make integration do?

The signNow Make integration links your signNow account to Make so documents, templates, folders and invites can be handled by a scenario, which is the automation you build in Make. Each step of that scenario is a module: a trigger that starts it, an action that does something, or a search that finds records.

Contracts that send themselves. A new deal or a signed quote in another tool can feed Create a Document from a Template, then Send an Invite to Sign. Nobody copies names by hand, and every contract starts from the same approved template.

A tidy archive. Watch Events is an instant trigger: signNow calls Make through a webhook as soon as a user or document event happens. From there, Download a Document pulls the file as a PDF or a zip, and Move a Document files it in the right signNow folder.

Chasing without the awkward emails. List Pending Group Invites shows which invites are still open, and Resend a Document Group Invite nudges only the people who have not acted yet.

Each item that flows between modules is a bundle, for example one document. Each run of a module on a bundle is an operation, the unit Make counts on your plan (see Make pricing). When no module fits, Make an API Call reaches the rest of the signNow API with the same connection. The same app often has an n8n node too; n8n vs Make puts the two tools side by side, and Make training covers the editor from zero.

Connect

How do you connect signNow to Make?

  1. 01

    Add a signNow module

    You need an active signNow account and an API key first. In your scenario, add any signNow module and click Create a connection. A connection is your signNow account linked to Make once, then reused by every signNow module.

  2. 02

    Name the connection

    The Connection name field is optional, but a clear name helps as soon as you run a test account and a live one. Something like the team or the workspace it belongs to is enough to tell them apart later.

  3. 03

    Enter your credentials

    Paste the credentials copied from signNow or follow the on-screen instructions. For your own OAuth app, open the API tab in signNow, click Add Application, then copy the Client ID and Client secret from the OAuth 2.0 tab.

First scenario

Your first scenario: a contract that goes out on its own

GoalWhen a new client record shows up in another app, Make builds a signNow document from your template and sends the invite to sign.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the big +. The first module is the app where your clients live: a CRM, a form tool or a spreadsheet.

  2. 02

    Add the template module

    Click the + on the right, search for signNow and pick Create a Document from a Template. Create the connection here, then choose your contract template from the list Make offers.

  3. 03

    Send the invite

    Add Send an Invite to Sign after it. Map the document created by the previous module and the signer email coming from the first app, so each client gets their own contract.

  4. 04

    Test with Run once

    Click Run once with a test record that uses your own email. Open the bundles on each module to check what came in and what went out, then check your inbox for the invite.

  5. 05

    Schedule and switch on

    Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. From now on, every new record gets its contract without anyone touching signNow.

Triggers

What can start a signNow scenario?

1 module starts a scenario when something happens in signNow. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by signNow as soon as it happens.

signNow1Watch Events

Watch Events

Instant trigger

In MakeWatches user and document events.

Watch Events starts your scenario the moment signNow reports a user or document event, so the next steps run on fresh information instead of a stale copy. It is the only trigger here. Anything that should react to signNow starts with it.

How it fires
instant, signNow calls Make through a webhook as soon as the event happens, shown by the lightning badge on the module.
When to use it
archive a document, alert a sales rep or update a CRM record right after something happens on a contract.
Watch out
click Create a webhook before Create a connection, and test the webhook with Run once before switching the scenario on.
Modules

What can signNow do inside a Make scenario?

signNow gives you 36 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

signNow1

Cancel a Document Group Invite

Action

In MakeCancels a group invite.

Pulls back a group invite so nobody can keep signing a package of documents that should no longer go out. The signers stop seeing a request that no longer makes sense.

When to use it
a deal is lost or its terms change after a document group was already sent.
Watch out
this one targets group invites; for a single document, reach for Cancel an Invite instead.
signNow2

Cancel an Invite

Action

In MakeCancels an invite to sign a document.

Stops a pending signature request on one document, so the recipient cannot sign an outdated version by mistake. It keeps your pipeline clean when a contract has to be redone.

When to use it
the client asks for a change in price or dates before signing, and a corrected document will follow.
Watch out
it cancels, it does not resend; chain Send an Invite to Sign on the corrected version.
signNow3

Create a Custom Event

Action

In MakeAdds a custom event to the audit log.

Writes your own entry into the signNow audit log, so the history of a document also shows what happened outside signNow. Auditors and colleagues see the full story in one place.

When to use it
record that a payment arrived or that a manager approved the deal in another tool.
Watch out
keep the wording of these entries consistent across scenarios, since people will read the log later.
signNow4

Create a Document from a Template

Action

In MakeCreates a new document copy from a template.

Makes a fresh copy of a template, ready to send, so every contract starts from the version your legal team approved. The template itself stays untouched.

When to use it
a new client, hire or supplier needs the same standard agreement as the last one.
Watch out
each run creates a new document; a test run with Run once also creates one, so clean up after testing.
signNow5

Create a Document Group

Action

In MakeCreates a document group from a list of documents.

Bundles several existing documents into one group, so the signer receives a single package instead of a string of separate requests. It suits onboarding packs and multi-part agreements.

When to use it
a contract, an NDA and a data form must all be signed by the same person.
Watch out
the documents must exist first, so place this module after the uploads or template copies.
signNow6

Create a Folder

Action

In MakeCreates a Folder.

Adds a new folder in signNow, which gives each client or project its own place before any document arrives. Your team stops hunting through one long list of files.

When to use it
a deal is marked as won and a dedicated folder should be ready for its paperwork.
Watch out
run it once per client, not once per document, or you will end up with duplicates.
signNow8

Create a Template

Action

In MakeCreates a template using a document.

Turns an existing document into a reusable template, which saves you from rebuilding the same fields every time. It is the bridge between a one-off contract and a repeatable one.

When to use it
a document you uploaded and set up once has become your new standard agreement.
Watch out
the template reflects the document as it is at that moment, so finish editing it first.
signNow9

Delete a Document

Action

In MakeDeletes a document.

Removes a document from signNow for good, which keeps drafts and test copies from cluttering the account. Your folders then only show what people actually need.

When to use it
clearing out the documents a failed test run created, or a draft that was replaced.
Watch out
a deleted document cannot be brought back from Make, so download anything worth keeping first.
signNow10

Delete a Document Group

Action

In MakeDeletes a document group.

Deletes a whole document group in one step, instead of taking a package apart by hand. It keeps the list of groups short and readable.

When to use it
an onboarding pack was built for a candidate who finally declined the offer.
Watch out
there is no undo from the scenario; check with Get a Document Group that you target the right one before deleting.
signNow11

Delete a Folder

Action

In MakeDeletes a folder.

Removes a folder from the signNow account, the last step of a cleanup once a project is closed. The folder tree stays easy to browse for everyone.

When to use it
a client folder created for a quote that never turned into a deal.
Watch out
list its content with List a Folder's Documents before deleting, so nothing important disappears with it.
signNow12

Download a Document

Action

In MakeDownloads a document as zip or pdf.

Fetches the document file itself, as a PDF or a zip, so the next module can store it, attach it to an email or send it to accounting. This is how a contract leaves signNow.

When to use it
right after Watch Events, to keep a copy in your drive or CRM.
Watch out
on the Free plan, files over 5 MB will not pass through Make.
signNow13

Download a Document's Attachment

Action

In MakeDownloads a file attached to the document by signer.

Retrieves a file that a signer attached to the document, such as an ID scan or a proof of address, without opening signNow. The attachment becomes a file your scenario can pass along.

When to use it
onboarding forms where new hires upload a copy of their documents while signing.
Watch out
it only fetches what a signer attached, not the document you sent.
signNow14

Get a Document

Action

In MakeRetrieves a document.

Reads the details of one document, so later modules can use its data rather than guessing. It answers the question of what a given document currently looks like.

When to use it
Watch Events tells you something changed and you need the document details to decide what comes next.
Watch out
it reads, it does not download; use Download a Document for the file.
signNow15

Get a Document Group

Action

In MakeRetrieves document and role information of documents in a document group.

Returns the documents inside a group along with their roles, which tells you who is expected to sign what. Handy before you send, resend or delete anything.

When to use it
building a status message for a sales rep who wants to know what a package contains.
Watch out
for invite progress, Get a Document Group Invite is the module that reports the status of each step.
signNow16

Get a Document Group Invite

Action

In MakeRetrieves invite action information of a group invite, including the status of each step and action.

Shows where a group invite stands, with the status of each step and action, so you know exactly who has acted and who is holding things up. No more guessing from the inbox.

When to use it
posting a progress update to a team chat on a multi-signer agreement.
Watch out
it covers one invite; to see all open group invites, use List Pending Group Invites.
signNow18

Get User Information

Action

In MakeRetrieves the details of the user.

Returns the details of the signNow user behind the connection, a quick way to confirm which account a scenario is really using. It removes doubt when several connections exist.

When to use it
as a first check in a new scenario, before anything sends or deletes documents.
Watch out
it describes the connected user only, not the people you invite to sign.
signNow19

Make an API Call

Action

In MakePerforms an arbitrary authorized API call.

Calls any endpoint of the signNow API with the connection you already set up, which covers what the other modules do not. No separate authentication to manage.

When to use it
a signNow feature you need has no dedicated module in the list.
Watch out
you write the request yourself, so keep the signNow API documentation open while building it.
signNow20

Merge Documents

Action

In MakeMerges existing documents into one.

Combines existing documents into one, so a signer or an auditor gets a single file instead of several. It fits when the parts of a deal were prepared separately.

When to use it
a contract and its annexes should be read and archived as one document.
Watch out
the result is a new document; decide in the scenario what happens to the originals.
signNow21

Move a Document

Action

In MakeMoves a document to a specified folder.

Places a document in a chosen folder, so contracts land where your team expects them instead of piling up in one place. Filing becomes part of the flow.

When to use it
after Create a Document from a Template, to store the new contract in the client's folder.
Watch out
the target folder must exist; pair it with Create a Folder for new clients.
signNow22

Rename a Folder

Action

In MakeRenames a folder.

Changes the name of a folder, which keeps the folder tree in line with the names used in your CRM or project tool. Colleagues find clients under the name they know.

When to use it
a client changes its company name, or a deal moves from prospect to customer.
Watch out
scenarios that search folders by name will need the new name too.
signNow23

Resend a Document Group Invite

Action

In MakeResends invite emails to those with pending invites for the group invite or to specific users.

Sends the invite emails for a group invite again, either to everyone still pending or to specific people. Reminders go out without you writing a single one.

When to use it
a multi-signer package is stuck because one approver has not acted.
Watch out
pick specific users when only one person is late, so the others are not bothered twice.
signNow24

Resend an Email Invitation

Action

In MakeResends your email invitation.

Resends the invitation for a single document, a polite nudge that saves a manual follow-up. The signer simply receives the same request again.

When to use it
a lone signer on a simple agreement has not reacted and the deal is waiting.
Watch out
for packages sent as a document group, Resend a Document Group Invite is the right module.
signNow25

Send an Invite to Sign

Action

In MakeSends a free-form invite or a role-based invite.

Sends a document out for signature, either as a free-form invite or as a role-based invite. This is the module that turns a prepared file into an actual request in the signer's inbox.

When to use it
right after Create a Document from a Template, with the signer email mapped from your CRM.
Watch out
role-based invites rely on roles set in the document, so set them up in signNow first.
signNow26

Send an Invite to Sign a Document Group

Action

In MakeCreates a multi-step invite for a document group.

Starts a multi-step invite on a document group, so several people sign one package in sequence. Each signer gets their turn without anyone passing the file along.

When to use it
a partnership agreement that the partner signs first and your director signs second.
Watch out
the group must exist before this module runs, so place Create a Document Group ahead of it.
signNow27

Upload a Document

Action

In MakeUploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.

Sends a file from another app into signNow, so a document produced elsewhere can be signed there. It accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png files.

When to use it
a quote generated in your billing tool must be signed by the client.
Watch out
map the file coming from the previous module, not just its name.
signNow28

Upload a Document With Tags

Action

In MakeUploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.

Uploads a document that contains signNow text tags, so signature and date fields appear in place without manual setup. The tags written in the file do the layout work.

When to use it
contracts produced by a document generator that already writes signNow tags into the text.
Watch out
only .doc, .docx and .pdf are supported here, unlike Upload a Document.
signNow29

List a Document's History

Search

In MakeRetrieves the history of a document.

Returns the history of a document, one bundle per recorded entry, which gives you a trail you can store or report on. Useful when someone asks who did what and when.

When to use it
attaching an audit trail to a contract record in your CRM once the deal closes.
Watch out
a long history means many bundles, and each module after it runs once per bundle.
signNow30

List a Folder's Documents

Search

In MakeRetrieves a folder's documents.

Lists the documents inside one folder, so a scenario can work through a client's paperwork in one pass. Each document arrives as its own bundle.

When to use it
a client leaves and every file in their folder should be downloaded to your archive.
Watch out
an empty folder returns zero bundles, and the modules after it simply do not run.
signNow31

List a Folder's Subfolders

Search

In MakeRetrieves the subfolders of a folder.

Returns the folders sitting inside a given folder, which helps a scenario find its way through a nested structure. Think of it as opening one level of the tree.

When to use it
your folders are organized by year or by region and the scenario must pick the right branch.
Watch out
it goes one level down; for the full list, List All Folders is simpler.
signNow32

List All Folders

Search

In MakeRetrieves all the folders of a user.

Retrieves every folder of the connected user, which lets a scenario check whether a client folder already exists. That check stops duplicates before they happen.

When to use it
just before Create a Folder, to skip creation when the folder is already there.
Watch out
each folder becomes a bundle, so add a filter to keep only the one you need.
signNow33

List a User's Documents

Search

In MakeRetrieves the user's documents.

Retrieves the documents of the connected user across the account, a starting point for bulk work such as exports or cleanups. It gives the whole picture, not one folder.

When to use it
preparing a full export of contracts when you move to a new storage tool.
Watch out
a busy account returns many bundles, and every module after it counts operations for each one.
signNow34

List a User's Modified Documents

Search

In MakeRetrieves the user's modified documents.

Returns the documents the user has modified, so a scenario can focus on what changed rather than everything in the account. Fewer bundles, fewer operations.

When to use it
syncing recent edits to a CRM or a spreadsheet without reprocessing old contracts.
Watch out
run it from a scheduled scenario and keep an eye on duplicates if the same document changes twice.
signNow35

List Document Groups

Search

In MakeRetrieves all document groups.

Retrieves all document groups of the account, each one as a bundle, so you can review or process packages in bulk. It is the overview behind any group-level report.

When to use it
feeding a spreadsheet that tracks every onboarding pack sent to new hires.
Watch out
pair it with Get a Document Group Invite when you need the signing status, not just the list.
signNow36

List Pending Group Invites

Search

In MakeRetrieves 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.

Returns the pending group invites of the user making the call, along with those already signed, which is the raw material for a reminder flow. If that user owns the document, fulfilled actions are included too.

When to use it
before Resend a Document Group Invite, to target only the people who have not signed.
Watch out
results depend on which user the connection belongs to.
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FAQ

Questions people ask about signNow and Make

01Is the signNow Make integration free?
Yes, on the Make side. signNow is a standard app, available from the Free plan, which allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, files up to 5 MB and 5 minutes of execution per run. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and count usage in credits each month. You still need your own active signNow account, which signNow bills separately.
02What do you need to connect signNow to Make?
An active signNow account with an API key and a Make account. Add any signNow module, click Create a connection, optionally name it, then paste the credentials copied from signNow or follow the on-screen steps. For your own OAuth app, signNow's API tab lets you add an application and copy its Client ID and Client secret from the OAuth 2.0 tab. For Watch Events, click Create a webhook before creating the connection.
03Does the signNow trigger in Make fire in real time?
Yes. Watch Events is an instant trigger: signNow calls Make through a webhook as soon as a user or document event happens, so the scenario does not wait for the 15 minute schedule. It is the only trigger of the app. If you would rather start a scenario from another tool, for example a CRM, that first module sets the rhythm, and on the Free plan scheduled runs are at least 15 minutes apart.
04What if the signNow module you need is missing in Make?
Use Make an API Call. It reaches any endpoint of the signNow API with the connection you already have, which covers what the other modules do not. You write the request yourself, so the signNow API documentation becomes your guide. The Make documentation for this app also notes that its content is partly AI-generated from signNow's own docs, so check anything critical directly with signNow. Test each custom call with Run once before switching the scenario on.
05Make or n8n for signNow?
It depends on the tool you already run. In Make, signNow comes with 37 modules, including an instant trigger and Make an API Call, and it works from the Free plan. The same app often has an n8n node as well, so check its coverage there before choosing. Pick the tool your team already builds in, and compare the modules you actually need rather than a total count. If you are still learning, start with a small scenario in Make.