SignNow integration
eSignature platform for sending, signing, and managing documents. Use SignNow from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 8 actions
- 5 triggers
- Starts with
New Document - ZoftAgent or workflow decides what happens next
- Then in SignNowCreate Document From Template & Send Free Form Invite
- AndCreate Document Group From Template Group & Send Invite
Zoft + SignNow
What Zoft can do with SignNow.
- 01Voice agentsA phone agent can use SignNow actions such as Create Document From Template & Send Free Form Invite and Create Document Group From Template Group & Send Invite during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update SignNow while it talks to the customer.
- 03WorkflowsStart a workflow when “New Document” happens in SignNow, or use SignNow as any step on the canvas.
- 04AI employeesAn AI employee can find and use SignNow actions on its own, and ask for your approval before it sends or changes anything important.
Actions 8
Things Zoft can do in SignNow.
- Invite to SignSends an invite to sign an existing document.
- Cancel Invite to SignCancels an invite to sign a document.
- Custom API CallMake a custom authenticated request to any SignNow API endpoint.
- Upload DocumentUploads a document to your SignNow account. Supports PDF, Word, PowerPoint, Excel, images, and more.
- Upload Document & Extract FieldsUploads a document and automatically converts text tags into SignNow fillable fields.
- Create Document From Template & Send Free Form InviteCreates a new document from a template and sends a free form invite to a signer.
- Create Document Group From Template Group & Send InviteCreates a new document group from a template group and sends an invite to one or more signers.
- Create Document From Template & Send Role-Based InviteCreates a new document from a template with fillable fields and sends an invite to one or more signers by role.
Triggers 5
Events in SignNow that can start a workflow.
- New DocumentTriggers when a document has been uploaded to SignNow.
- Document DeletedTriggers when a document has been deleted.
- Document UpdatedTriggers when a document has been updated.
- Document CompletedTriggers when all signers have filled in and signed the document.
- Document Group CompletedTriggers when all signers have filled in and signed the document group.
Setup
Connect SignNow in three steps.
- 01ConnectChoose SignNow in Connections and approve access in the SignNow sign-in window. Zoft never sees your password.
- 02Put it to workAdd SignNow as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
SignNow on Zoft, answered.
What can Zoft do with SignNow?
Zoft supports 8 actions and 5 triggers for SignNow. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect SignNow to Zoft?
Choose SignNow in Connections and approve access in the SignNow sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use SignNow?
Yes. Once SignNow is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in SignNow without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.