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Esign Documents Secure OAuth

Send documents for signature from one chat — build from templates, send invites and track signing, while your AI assistant does the steps

What it does

signNow actions

127 actions

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Upload Document From URL

Add a document to your signNow account by importing a file from a web link.

Get Document

Get the full details of a document, including its fields, roles, and signing status.

Update Document Fields

Add or change fields, text, checkboxes, and signature areas on a document.

Delete Document

Permanently remove a document from your account.

Merge Documents

Combine several documents into a single new document.

Move Document To Folder

Move a document into a specific folder.

Get Document History

See the full activity history of a document.

Add Document History Event

Record a custom note in a document's activity history.

Get Document Download Link

Get a temporary web link to download a copy of a document.

Download Document

Download the PDF file of a document.

Download Document Attachment

Download a file that was attached to a document by a signer.

Generate Document From Word Template

Create a ready-to-sign document from a Word (.docx) template and your data.

Get Document Generation Status

Check whether a document generated from a Word template is ready.

Get Document Metadata

Get the custom metadata saved on a document.

Set Document Metadata

Save custom metadata values on a document.

Prefill Text Fields

Fill in text fields on a document before it is sent for signing.

Prefill Smart Fields

Fill in a document's smart fields with your own values.

Add Smart Fields To Template

Add smart fields to a template so their values can be filled automatically later.

Get Template Smart Fields

List the smart fields defined on a template.

Delete Template Smart Fields

Remove smart fields from a template.

Get Completed Document Field Values

Get the values that signers entered into a completed document.

Send Field Invite (Role-Based)

Send a document out for signature to specific signers by role.

Send Freeform Invite

Send a document for signature without pre-placed fields, letting the signer add their own signature.

Send Field Invite By SMS

Send a document for signature by text message.

Resend Field Invite

Send a reminder for a pending signature request.

Cancel Document Invite

Cancel all pending signature requests on a document.

Cancel Single Field Invite

Cancel one signer's pending signature request.

List Document Freeform Invites

List the freeform signature requests sent for a document.

Cancel Freeform Invite

Cancel a freeform signature request.

Create Signing Link

Create a shareable link that lets anyone open and sign a document.

List Signing Links

List the signing links created for your application.

Activate Or Deactivate Signing Link

Turn a signing link on or off.

Schedule Document Invite

Schedule a document to be sent for signature at a future time.

Update Scheduled Invite

Change the send time of a scheduled document invite.

Cancel Scheduled Invite

Cancel a scheduled document invite before it is sent.

Send Scheduled Invite Now

Send a scheduled document invite immediately instead of waiting.

Create Embedded Invite

Set up in-app signing so signers can sign a document directly inside your own app.

Create Embedded Invite Link

Get the in-app signing link for an embedded invite.

Delete Embedded Invite

Remove the in-app signing setup from a document.

Create Embedded Sending Link

Get a link that lets a user prepare and send a document from inside your app.

Create Embedded Editor Link

Get a link that lets a user edit a document inside your app.

Create Embedded View Link

Get a link to view a document inside your app.

Create Template From Document

Turn an existing document into a reusable template.

Get Template

Get the details of a template.

Create Document From Template

Create a new signable document from a template.

Duplicate Template

Make a copy of a template as a new template.

List Documents Created From Template

List the documents that were created from a template.

Delete Template

Permanently remove a template.

Get Pinned Templates In Folder

List the pinned templates in a folder.

Get Template Routing

See the signing order and recipient routing set up on a template.

Update Template Routing

Set the signing order and recipient routing on a template.

Assign Template Role

Assign a default signer to a role on a template.

Create Document Group Template

Create a reusable template made up of several documents.

Create Document Group Template From Group

Save an existing document group as a reusable multi-document template.

Add Template To Document Group Template

Add a document or template into a multi-document template.

List Document Group Templates

List your multi-document (document group) templates.

Copy Document Group Template

Make a copy of a multi-document template.

Create Document Group From Template

Create a new document group from a multi-document template.

Move Document Group Template

Move a multi-document template into a folder.

Get Document Group Template Recipients

See the recipients set up on a multi-document template.

Update Document Group Template Recipients

Set the recipients on a multi-document template.

List Folders

List all of your folders.

Get Folder

Get a folder's details and the documents inside it.

Create Folder

Create a new folder.

Rename Folder

Rename a folder.

Delete Folder

Delete a folder.

Move Documents To Folder (Bulk)

Move several documents into a folder at once.

Empty Trash Bin

Permanently empty your trash bin.

Create Document Group

Combine several documents into a document group so they can be signed together.

Get Document Group

Get the details of a document group.

Get Document Group (Detailed)

Get the detailed status and recipients of a document group.

List Document Groups

List your document groups.

Rename Document Group

Rename a document group.

Delete Document Group

Delete a document group.

Copy Document Group

Make a copy of a document group.

Move Document Group To Folder

Move a document group into a folder.

Download Document Group

Download all documents in a document group as one file.

Get Document Group History

See the full activity history of a document group.

Get Document Group Metadata

Get the custom metadata stored on a document group.

Set Document Group Metadata

Save custom metadata on a document group.

Send Document Group Invite

Send a document group out for signature to its recipients.

Get Document Group Invite

Get the status of a document group signature request.

Cancel Document Group Invite

Cancel a document group signature request.

Resend Document Group Invite

Resend a document group signature request.

Get Pending Group Invites

List the recipients who still need to sign a document group.

Update Document Group Invite Step

Change a signing step in a document group request, such as replacing a signer.

Get Document Group Recipients

See the recipients set up for a document group.

Update Document Group Recipients

Set the recipients and signing order for a document group.

Email Document Group Copy

Email a copy of a document group to someone.

Create Document Group Embedded Invite

Set up in-app signing for a document group.

Create Document Group Embedded Invite Link

Get the in-app signing link for a document group embedded invite.

Create Document Group Embedded Sending Link

Get a link to prepare and send a document group from inside your app.

Get Current User

Get the details of the signed-in signNow account.

Create User

Create a new signNow user account.

Update User

Update the signed-in user's name or password.

Send Verification Email

Send an email address verification message to a user.

Send Password Reset

Start a password reset for a user by email.

List User Documents

List the documents in the signed-in user's account.

List User Documents With Changes

List the user's documents with their latest changes.

List Teams

List the teams the user belongs to.

Get Team

Get the details of a team.

Get Team Members

List the members of a team.

Get Team Admins

List the admins of a team.

Create Team

Create a new team.

Rename Team

Rename a team.

Delete Team

Delete a team.

Invite User To Team

Invite one or more people to join a team.

Remove Team Member

Remove a member from a team.

List Organizations

List the organizations you administer.

Create Organization

Create a new organization.

Rename Organization

Rename an organization.

Delete Organization

Delete an organization.

Get Organization Members

List the members of an organization.

Add Organization Member

Add a member to an organization.

Remove Organization Member

Remove a member from an organization.

Get Organization Admins

List the admins of an organization.

Add Organization Admin

Add an admin or moderator to an organization.

Get Organization Activity

See recent activity across an organization.

Create Event Subscription

Get notified at a web address whenever a chosen event happens in signNow.

List Event Subscriptions

List your event notification subscriptions.

Get Event Subscription

Get the details of an event notification subscription.

Update Event Subscription

Change an event notification subscription.

Delete Event Subscription

Stop and remove an event notification subscription.

Activate Event Subscription

Turn an event notification subscription on.

Deactivate Event Subscription

Turn an event notification subscription off.

List Subscription Callbacks

List the recent notification deliveries for a subscription.

Resend Callback

Resend a past event notification.

What it watches for

signNow triggers

2 triggers

Events in signNow that can start an automation on their own — no clicks required once you set it up.

Document completed (signed) Webhook

Fires when every signer has finished a signNow document.

Document updated Webhook

Fires when a signNow document changes (a signer acts, fields update, and more).

Just ask

What you can ask in plain English

No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the signNow steps and shows you exactly what it did.

Catch me up on what needs my attention in signNow today.
Handle this in signNow and confirm before anything goes out.
Build me an AI agent that keeps signNow tidy every morning.
Pull the latest from signNow and turn it into a one-page report.
Works great with

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