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SignNow Zapier integrationAutomate SignNow with Zapier.

The SignNow Zapier integration gives you 5 triggers, 12 actions and 1 search. All five triggers are instant, so a signed contract can start the next step right away, even on the free plan. Here is what each piece does, costs and breaks.

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Overview

What the SignNow Zapier integration actually does

SignNow is an electronic signature tool: you upload a document or start from a template, invite people to sign, and get back a completed, signed file. Connected to Zapier, it can react the moment a document is uploaded, updated, deleted or fully signed, and it can create, send and cancel signature requests for you.

Three outcomes cover most real setups. Contracts that go out on their own: Create Document From Template & Send Role Invite builds a fresh document from your template and sends it to the signers, fed by whatever an earlier step carried. A signed file that triggers the next job: Document Completed fires the moment the last signer finishes, and can hand over a link to the signed PDF. Clean-up without clicking: Cancel Invite to Sign and Delete Document or Deactivate Signing Link withdraw a request that should no longer be signed.

Now what Zapier does not do here. There is a single search, Find, and no find-or-create, so a Zap cannot create a document only when it is missing. Invite to Sign only suits simple documents with no fields and no roles; anything with fillable fields goes through the template actions.

If you are weighing tools, the SignNow Make integration page covers the same app on Make, and our Make vs Zapier comparison helps you pick.

Vocabulary

Zapier vocabulary in one minute

Seven words return throughout this page. Here they are once, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap, such as a document being fully signed. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that uploads, sends or cancels something for you in SignNow.
Task
The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
Polling vs instant
Polling: Zapier checks an app on a timer. Instant: the app tells Zapier the moment something happens. Every SignNow trigger is instant.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found, like a template ID.
Cost

What a SignNow Zap really costs

SignNow is not reserved to paid plans, so it works on Zapier's free plan. And since every trigger is instant, the plan's checking interval does not slow it down.

  • Free plan100 tasks a month, unlimited Zaps
  • Billedeach successful action, one task each
  • Never billedthe trigger, instant or not
  • SignNow triggersall 5 instant, no waiting on any plan

The trigger never costs a task. Each SignNow action that succeeds counts as one task, and one that fails is not counted. A Zap that uploads a document and then invites a signer costs two tasks per run. The free plan only builds two-step Zaps, one trigger and one action, so adding Find or a filter turns it into a multi-step Zap, which needs a paid plan. The interval grid below applies to polling triggers in other apps, never to SignNow's.

Connect

Connect your SignNow account to Zapier

  1. 01

    Add the connection

    Open the Apps page of your Zapier account and click + Add connection. Type SignNow in the dialog, select it, then click Add connection to open the sign-in.

  2. 02

    Sign in to SignNow

    A tab opens on SignNow. Sign in with the account that owns your templates and documents. If some of them belong to a colleague, check that your login has read or write access to them.

  3. 03

    Grant access

    Accept the access request. The SignNow connection now sits on your Apps page, and every SignNow trigger or action you add later reuses it, so you only do this once per account.

First Zap

Your first SignNow Zap, step by step

GoalEvery contract uploaded to SignNow that meets your condition is sent for signature to a fixed countersigner.

  1. 01

    Create the Zap

    Start a new Zap, pick SignNow as the app that starts it and choose New Document. Select your SignNow connection and decide whether you want the PDF link back.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of your account, so you can map the next steps on a real document, not an empty one.

  3. 03

    Add a filter

    Click the plus icon, add a Filter, then pick a field of the document, a rule and the value. From here the Zap is multi-step.

  4. 04

    Add Invite to Sign

    Add SignNow again and choose Invite to Sign. Map the document from the trigger, put your login email in From and the signer's email in To.

  5. 05

    Test and publish

    Test the action, check the invite lands in the signer's inbox, then click Publish. Documents uploaded from now on go out on their own.

Triggers

SignNow triggers

5 events start a Zap when something happens in SignNow, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Document Completed

Instant trigger

In Zapier“Triggers when all signers have filled in and signed the document.”

Fires once every signer has filled in and signed a document. It can hand the next steps a link to the signed PDF, a link to the PDF with its full audit trail, and a ZIP of the document with its attachments.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a recruiting agency that wants each signed offer letter filed and the hiring manager told as soon as it is signed.
Watch out
the three options are required yes-or-no choices, and saying yes to all three returns three separate links to map.
2

Document Group Completed

Instant trigger

In Zapier“Triggers when all signers have filled in and signed the document group.”

The group version of the trigger above: it waits until every signer has finished every document in a document group, then starts the Zap once for the whole bundle. Like its single-document twin, it can return a PDF link, a history link with the audit trail and a ZIP.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an onboarding pack of contract, policy and tax form that should only count as done once all three are signed.
Watch out
it ignores single documents, so a contract sent outside a group never starts this Zap.
3

Document Deleted

Instant trigger

In Zapier“Triggers when a document has been deleted.”

Starts the Zap when a document is removed from your SignNow account. It is the quiet one of the list, but it is the only way to learn about a deletion without opening SignNow and looking for what has gone.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a legal team that keeps its own register of contracts and wants it updated when someone deletes a document.
4

Document Updated

Instant trigger

In Zapier“Triggers when a document has been updated.”

Reacts each time a document in your account is updated, well before the final signature if need be. It can return a PDF link and a history link, the two of them if you ask for both.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales manager who wants to follow progress on a big deal, not just hear about the final signature.
Watch out
a busy document can change many times, and each change runs the Zap, so add a filter before any action or the tasks climb quickly.
5

New Document

Instant trigger

In Zapier“Triggers when a document has been uploaded to SignNow.”

Runs when a document is uploaded to SignNow. It is the natural starting point for anything that should happen before signing begins, such as sending the invite or recording the new contract somewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a property manager who uploads leases and wants each one sent to the landlord for countersignature without a second click.
Watch out
never pair it with Upload Document in the same Zap, or every upload fires the trigger again in a loop.
Actions

SignNow actions

SignNow gives you 12 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Cancel Document Group Invite

Action

In Zapier“Cancels the active group invite on a Document Group, revoking it for all of its recipients at once.”

Cancels the active invite on a document group, for every recipient at once. You can choose whether signers get an email saying it was cancelled.

When to use it
a candidate who declined the job while the onboarding bundle was still waiting for signatures.
Watch out
turn off Notify Signers if the cancellation should stay quiet.
2

Cancel Invite to Sign and Delete Document

Action

In Zapier“Revokes an invite to sign. Optionally can delete a document.”

Withdraws a pending invite to sign a document and, if you choose so in the Action field, deletes the document as well.

When to use it
a deal lost in your pipeline, whose unsigned contract should stop waiting in the client's inbox.
Watch out
pick the Action carefully, because the delete option removes the document, not just the invite.
3

Create Document From Template & Send Free Form Invite

Action

In Zapier“Creates a new document without fillable fields from a selected template and sends an invite to a signer.”

Makes a new document from a template, with no fillable fields, and sends it to one signer by email in the same step.

When to use it
a simple consent form a client only needs to sign, nothing to fill in.
Watch out
the From field must be your SignNow login email.
4

Create Document From Template & Send Role Invite

Action

In Zapier“Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.”

Builds a document with fillable fields from a template and invites one or several signers, each in their role, so everyone fills only their own part.

When to use it
a sales contract that the client and your director must both sign.
Watch out
From must again be the address you sign in to SignNow with.
5

Create Document Group Template From Document Group

Action

In Zapier“Creates a new Document Group Template from an existing Document Group. The group's documents are combined into one merged template.”

Takes an existing document group and saves it as a reusable document group template, merging its documents into one template.

When to use it
a bundle that worked well for one client and should become the starting point for the next ones.
Watch out
Template Name is required, so pick one your team will recognise in the list.
7

Generate Document

Action

In Zapier“Generates a document from a DOCX template with merge tags and delivers it as a SignNow Document Group, ready to send for e-signature.”

Fills a DOCX template's merge tags with values you map, then delivers the result as a SignNow document group ready for e-signature.

When to use it
personalised service agreements where the client's name, address and price come from a form.
Watch out
each key in Field Values must match a tag in the DOCX exactly.
8

Create Document Group From Template & Send Role Invite

Action

In Zapier“Creates a new document group with fillable fields from a selected template group and sends an invite to one or multiple signers.”

Turns a template group into a new document group with fillable fields and invites one or more signers to the whole bundle at once.

When to use it
a new hire who must sign a contract, an NDA and a policy acknowledgment in one go.
Watch out
the step returns a signing link ID; keep it if you may want to deactivate that link later.
9

Invite to Sign

Action

In Zapier“Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.”

Emails an existing document to a signer with an invitation to sign it. You give the document, your address and theirs.

When to use it
a one-page agreement with no fields, uploaded a moment earlier by the same Zap or by a colleague.
Watch out
it is meant only for simple documents without fields and roles; anything richer needs a template action.
10

Upload Document

Action

In Zapier“Uploads a new document.”

Puts a file into your SignNow account from an earlier step, ready to be sent for signature by a later one.

When to use it
quotes generated in another tool that should land in SignNow without a manual upload.
Watch out
the File field is required, so an earlier step has to hand over the file itself.
11

Upload Document & Extract Fields

Action

In Zapier“Creates a new document and converts field tags to SignNow fillable fields.”

Uploads a document that carries SignNow field tags and turns those tags into real fillable fields, so signers get boxes to fill instead of plain text.

When to use it
a contract template kept in a word processor, with tags already marking where the client signs and dates.
Watch out
without field tags in the file, nothing is converted.
12

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step for when none of the other actions fit: it sends a raw request to SignNow using the connection you already set up.

When to use it
a developer on your team needs a SignNow feature Zapier does not offer as a ready-made action.
Watch out
it only accepts addresses on SignNow's own domains, and it is in beta.
Searches

SignNow search

1 search step looks for data that already exists in SignNow, so a later step can use it.

A search step changes nothing in SignNow. It looks something up and passes it to the next steps. SignNow's only search sits under the SEARCH heading, at the bottom of the action-event list, and three settings decide what happens when the result is not exactly one item.

1

Find

Search

In Zapier“Searches for documents, templates, document groups, and document group templates matching the given term.”

Looks across documents, templates, document groups and document group templates for a term you give, a full or partial name, an email or an ID. You can tick several types to search at once.

When to use it
fetching the right template by name before a template action needs its ID.
Watch out
a short partial term can match several items, so check the multiple-results setting.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that depended on it. Switch it on and the Zap carries on empty-handed.
  2. Create if it doesn't exist yet?
    This box turns a search into a find-or-create. SignNow offers no such variant on Zapier, so you will not see it on Find.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When a SignNow Zap breaks

Zapier attaches no help article to SignNow, so these are the general limits that apply to any Zap built on it, plus the traps its own fields create.

Signature flows fail quietly: an invite that never left, a contract sent twice, a link still open after the deal fell through. None of them throws an error you will notice on day one. When something goes wrong anyway, our Zapier troubleshooting guide lists the usual causes.

  • No backlog

    A Zap only reacts to what happens after you publish it. Documents signed or uploaded before that day never come through, and moving them is a separate job.

  • The upload loop

    New Document followed by Upload Document feeds itself: each file the Zap uploads is a new document, which fires the trigger again.

  • Flood protection

    A bulk upload of documents can come back as one huge batch. Zapier's flood protection may hold that batch back, and the invites behind it wait.

  • The From address

    Template actions expect your SignNow login email in From. Any other address there is the first thing to check when an invite step fails its test.

  • Fields on a simple invite

    Invite to Sign is for documents without fields and roles. For a form with fillable boxes or several roles, pick a template action instead.

  • Three links, not one

    Saying yes to every option on Document Completed returns three links. Map the wrong one and your archive fills with ZIPs instead of PDFs.
Need help

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FAQ

SignNow Zapier integration: frequent questions

01Is the SignNow Zapier integration free?
Yes, SignNow is not reserved to paid plans, so it runs on Zapier's free plan. That plan gives you 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger and one action. Add a filter, the Find search or a second action and the Zap becomes multi-step, which needs a paid plan. You also need your own SignNow account, since Zapier only acts on what that account can reach.
02How many tasks does a SignNow Zap use?
One task per action that succeeds. The trigger costs nothing, whether it is Document Completed or New Document. A Zap that sends one invite per uploaded contract costs one task per contract, and an action that fails is not counted. A Zap that uploads, then sends, then archives costs three tasks each time it runs. Watch Document Updated in particular: it can fire several times on one document, and every run with an action is billed.
03Is the SignNow integration real time?
Yes, for every trigger. All five SignNow triggers are instant: SignNow tells Zapier the moment a document is uploaded, updated, deleted or completed, and the Zap starts straight away, whatever your plan. The polling interval of the free plan, 15 minutes, does not apply to them. In the Zap editor you will see a lightning bolt on these Zaps, the sign that nothing waits for the next check. The trigger type is set by SignNow itself and cannot be changed.
04What does it take to connect SignNow to Zapier?
A SignNow account and a Zapier account. Open the Apps page in Zapier, click + Add connection, pick SignNow, sign in in the tab that opens and accept the access request. If the templates you want belong to a colleague, make sure your login can read or write them. Then remember that the template actions need your SignNow login email in their From field, not any other address. One connection then serves every SignNow step of every Zap.
05Why does a SignNow invite step fail when tested?
Most often because of the From field. On the template actions, From asks for the email address you use to log in to SignNow, and no other. The second usual cause is Invite to Sign used on a document that has fillable fields or roles: that action is only meant for simple documents, and a template action fits better. Fix the address or switch action, then test the step again before you publish.
06What if the SignNow operation needed is missing?
Then Zapier does not offer it as a ready-made step today. The SignNow app has five triggers, twelve actions and one search, and the last action, API Request (Beta), exists for exactly this case: it lets someone technical call SignNow directly with your existing connection. If that is too technical, rethink the flow around the existing steps, check another automation tool, or have a specialist build the missing piece. The app page is worth checking again now and then.
07Zapier, Make or n8n for SignNow?
Decide by criteria, not by a ranking. On Zapier, SignNow brings five instant triggers, twelve actions and one search, and every successful action is billed as one task, so a multi-step signature flow costs one task per action each run. Make has its own SignNow integration, covered on a separate page: compare its list of operations against the flow you need. Weigh coverage of your use case, task volume and who will maintain the flow.
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