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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 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.
How do you connect signNow to Make?
- 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.
- 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.
- 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.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Watch Events
Instant triggerIn Make“Watches 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.
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.
Modules index
- Cancel a Document Group Invite
- Cancel an Invite
- Create a Custom Event
- Create a Document from a Template
- Create a Document Group
- Create a Folder
- Create a Signing Link
- Create a Template
- Delete a Document
- Delete a Document Group
- Delete a Folder
- Download a Document
- Download a Document's Attachment
- Get a Document
- Get a Document Group
- Get a Document Group Invite
- Get a Document's Download Link
- Get User Information
- Make an API Call
- Merge Documents
- Move a Document
- Rename a Folder
- Resend a Document Group Invite
- Resend an Email Invitation
- Send an Invite to Sign
- Send an Invite to Sign a Document Group
- Upload a Document
- Upload a Document With Tags
- List a Document's History
- List a Folder's Documents
- List a Folder's Subfolders
- List All Folders
- List a User's Documents
- List a User's Modified Documents
- List Document Groups
- List Pending Group Invites
Cancel a Document Group Invite
ActionIn Make“Cancels 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.
Cancel an Invite
ActionIn Make“Cancels 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.
Create a Custom Event
ActionIn Make“Adds 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.
Create a Document from a Template
ActionIn Make“Creates 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.
Create a Document Group
ActionIn Make“Creates 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.
Create a Folder
ActionIn Make“Creates 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.
Create a Signing Link
ActionIn Make“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.”
Produces a link to one document that you can share anywhere, on a website or in a chat, instead of sending an invite by email. According to signNow, people who receive the link can send invites to this document on your behalf.
Create a Template
ActionIn Make“Creates 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.
Delete a Document
ActionIn Make“Deletes 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.
Delete a Document Group
ActionIn Make“Deletes 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.
Delete a Folder
ActionIn Make“Deletes 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.
Download a Document
ActionIn Make“Downloads 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.
Download a Document's Attachment
ActionIn Make“Downloads 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.
Get a Document
ActionIn Make“Retrieves 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.
Get a Document Group
ActionIn Make“Retrieves 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.
Get a Document Group Invite
ActionIn Make“Retrieves 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.
Get a Document's Download Link
ActionIn Make“Retrieves a one-time use URL to download the document as a PDF.”
Creates a URL that downloads the document as a PDF, handy when the next tool wants a link rather than a file. The file itself never passes through your scenario.
Get User Information
ActionIn Make“Retrieves 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.
Make an API Call
ActionIn Make“Performs 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.
Merge Documents
ActionIn Make“Merges 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.
Move a Document
ActionIn Make“Moves 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.
Rename a Folder
ActionIn Make“Renames 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.
Resend a Document Group Invite
ActionIn Make“Resends 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.
Resend an Email Invitation
ActionIn Make“Resends 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.
Send an Invite to Sign
ActionIn Make“Sends 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.
Send an Invite to Sign a Document Group
ActionIn Make“Creates 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.
Upload a Document
ActionIn Make“Uploads 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.
Upload a Document With Tags
ActionIn Make“Uploads 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.
List a Document's History
SearchIn Make“Retrieves 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.
List a Folder's Documents
SearchIn Make“Retrieves 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.
List a Folder's Subfolders
SearchIn Make“Retrieves 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.
List All Folders
SearchIn Make“Retrieves 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.
List a User's Documents
SearchIn Make“Retrieves 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.
List a User's Modified Documents
SearchIn Make“Retrieves 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.
List Document Groups
SearchIn Make“Retrieves 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.
List Pending Group Invites
SearchIn Make“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.”
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.
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