SignNow
Jul 15, 2022
SignNowNeed to collect signatures as part of your flow? Integrate with SignNow and let users eSign your documents! Just follow this solution guide to set it up.
Want the automation but not the hassle of setup and maintenance?
With Managed integrations, we'll do all the heavy-lifting, so that you can focus on more important things!
Prerequisites
You will need the following before you can integrate with SignNow:
- SignNow account (Business or higher subscription)
Kick-off Pipeline with SignNow
Want SignNow to automatically kick-off your flow when a document is signed? Here's how to set up this integration.
Go to the Settings tab for your Flow and find the SignNow Integration section.
And, copy the Redirect Url
that's listed. Note, this Url is specific to the flow, and it will look something like this:
https://[yourcompany].pipelineapp.io/app/forms/[your_flow]/
Note, make sure your flow has the following:
- The flow is LIVE
- Step 0 is external-facing
- Recommended: Hide all system fields (Ask, Details, and Files) and remove all custom fields
- The first step is external-facing
Then, go to your SignNow template and create an Invite Link:
- Enable Redirect After Completion
- Paste the Redirect Url from Pipeline
With this integration, after someone signs via SignNow via your Invite Link, they will be automatically be taken to step 0 of your flow.
Note, SignNow's technical limitations does not support personalized, seamless redirects to any 3rd-party destination, including Pipeline. If you are looking for a provider that supports personalized, seamless redirects from eSignature to step 1, we recommend using DocuSign.
Embed SignNow in a step
The easiest way to integrate with SignNow is to add your SignNow template Invite Link as part of the step instructions. Refer to the SignNow documentation for instructions on how to generate the link.
Note, the SignNow template Invite Link link does not support the ability to pre-populate any fields.
Next Steps
-
SignNow: How do I use signing links?
With signing links, you can create a link to a document and post it anywhere on the web, share it in chats and channels, or via messengers and emails to collect data and signatures from others. -
SignNow: How do I use the redirect feature on signing links?
Redirect your signers to a specific web page after a signNow signing session. -
SignNow: How to create a template
A template is a reusable document from which you generate copies for signature.