e-signatures with SignNow

This guide will demonstrate how to send a Documint document to be signed through SignNow using Zapier.

Any compatible data source may be used for storing certificates, but for this example, we will use an Airtable base that will be populated with names, employer names, and emails.

To get started on integrating Document with Airtable, refer to our Airtable integration guide. Here, we already set up a simple generation link integration with Airtable, using the existing certificate template in Documint. This way, we will be able to generate and send many different certificates for any company or employee list, as long as each entry has a full name, company name, and email.

In Airtable, create a last modified field in the table (the last modified field is needed to help Zapier check for file updates). Select specific fields and find the name of the field that contains the attachments -- in this case, it is the Certificate field.

Next, create an account with, or log into an existing Zapier account. Create a new Zap.

• Choose app & event:

  • Start the Zap with an Airtable connection by searching and clicking on Airtable

  • Event: select ‘New or Updated Record’ and click continue.

• Choose account:

  • Sign into your Airtable account if it is not connected already. If this is your first time integrating Airtable with Zapier, you will need to copy-paste the Airtable API key from the Airtable account page.

• Set up trigger:

  • Base: Select the name of the base being used

  • Table: Select the table being used

  • Which timestamp field should Zap use…: Select the name of the Last Modified field that was just created

  • Skip the Limit to View option.

  • Include file contents?: Set this to ‘True’ since we are including the document to sign

  • Click continue.

  

• Test trigger:

  • Zapier will prompt for a trigger test. Proceed through it by clicking Test Trigger and Continue.

The next step after finishing the trigger is building the Zap action.

• Choose app and event:

  • In the action window type signNow and select the app when it appears in the list of apps.

  • Event: select Upload a file.

  

  

• Choose account:

  • Then, choose an existing account to use or connect a signNow account by logging in and clicking allow to the prompt.

  

• Set up action:

  • Select the location of the file stored in Airtable. This will be a data object called Certificate File or more generically, [Attachment Field Name] File.

  • Document name: Type the title of the document that will be created by signNow. You can insert existing data from Airtable such as ‘Full Name’ so that each file has a unique, identifiable name. In this example, the name is “Certificate - [Full Name]” - where [Full Name] is an Airtable data object selected from the drop-down.

• Test action:

  • Zapier will prompt for a test of the action. Click Test and Review and the test window should say “A Document was sent to signNow about x seconds ago.” If you go to the link on a new tab, you should see the document open in the signNow app window.

  • When done, press close to begin another action.

You can publish this Zap as it is, but in this example, we will add another action to automatically send an invitation to the listed email for each person. Click the + button to add another action.

• Choose app & event:

  • Select signNow again from the app list

  • Event: select ‘Invite to sign’

  

• Choose account

  • Choose the same signNow account used in the previous action.

• Set up action:

  • Document: select ‘Custom’ and then under signNow, select the document ID that was just generated in the previous signNow upload action.

  • From Email Address: this is the same email that is used for your signNow account

  • To Email Address: in practice, this will contain the data object that corresponds to the ‘email’ field in Airtable, so that each certificate will be sent to each person’s email.

    • Click ‘New or updated record in Airtable’ and select an email from an existing record. This option will only appear if an ‘email’ field was originally created in Airtable (if not, the table will have to be updated in

    • If you are testing the Zap, you can just type in your own recipient email, as long as it differs from the sending one.

    

    • Subject and Message: Type in whatever email subject and messaging are desired. Data fields such as Full Name and Company Name can be used as part of the template.

    • Redirect after signing: Enter any URL to redirect the signer to after they finish signing.

• Click continue.

• Test action:

  • Click ‘Test and Review’ and watch for an email from signNow with an invitation to sign the document.

🎉The Zap is complete. Click publish Zap and now, whenever a new record is added to the Airtable table, that person will receive a certificate, created according to their provided information.