SignNow for your voice agent

SignNow is an e-signature platform for creating, sending, and managing digital documents. It speeds up approvals and compliance with secure signing workflows and templates.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own SignNow app. You register an app in SignNow's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
107 actions, such as dOWNLOAD DOCUMENT, dOWNLOAD DOCUMENT ATTACHMENT and download Document Group.
What it changes
210 actions, such as aCCEPT INVITE TO ORGANIZATION, aCTIVATE DEACTIVATE ALLOWED TEAM ADMINS and aCTIVATE EVENT SUBSCRIPTION.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 317. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

SignNow actions

Reads 107

  • DOWNLOAD DOCUMENT
  • DOWNLOAD DOCUMENT ATTACHMENT
  • Download Document Group
  • EXPORT LAST ACTIVITY OF MEMBERS
  • EXPORT LAST LOGINS OF MEMBERS
  • EXPORT PAID REQUEST LOGS
  • GET ACCESS TOKEN METADATA
  • GET BRAND
  • GET BRAND ASSIGNED TO ORGANIZATION
  • GET BRAND OF APPLICATION
  • GET BRAND OF DOCUMENT
  • GET BRAND OF DOCUMENT GROUP
  • GET BRAND TEMPLATE FILE
  • GET CALLBACK DETAILS BY ID
  • GET CONTACT GROUP
  • GET CRM CONTACT DETAILS
  • GET DECLINED FIELD INVITE
  • GET DOCUMENT
  • GET DOCUMENT DOWNLOAD LINK
  • Get Document Generation Status
  • Get Document Group
  • Get Document Group Details
  • GET DOCUMENT GROUP HISTORY
  • GET DOCUMENT GROUP INVITE
83 more
  • GET DOCUMENT HISTORY
  • GET DOCUMENT METADATA
  • GET EDITOR BRAND RESOURCE
  • GET EMAIL CANCELED RESOURCE
  • GET EMAIL COMPLETED RESOURCE
  • GET EMAIL GENERAL RESOURCE
  • GET EMAIL INVITE RESOURCE
  • GET EMAIL LOGO BRAND RESOURCE
  • GET EMAIL REASSIGN RESOURCE
  • GET EMAIL REMINDER RESOURCE
  • Get Event Subscription Details
  • GET FOLDER BY ID
  • GET FREEFORM SIGNED CC EMAIL BRANDING
  • GET GENERAL BRAND RESOURCE
  • GET INVITE CC EMAIL BRANDING
  • GET INVITE COMPLETED CC EMAIL BRANDING
  • GET LOGO BRAND RESOURCE
  • GET MERCHANT ACCOUNT
  • GET MONTHLY REQUEST TOTALS
  • GET ORGANIZATION ACTIVITY
  • Get Organization Brand
  • GET ORGANIZATION EDITOR BRAND RESOURCE
  • GET ORGANIZATION EMAIL BRAND RESOURCE
  • GET ORGANIZATION GENERAL BRAND RESOURCE
  • GET ORGANIZATION LOGO BRAND RESOURCE
  • GET ORGANIZATION SETTINGS
  • GET PAID REQUEST TOTALS
  • GET PERSONAL MERCHANT ACCOUNT
  • GET REASSIGN CC EMAIL BRANDING
  • GET REQUEST LOG
  • GET SEND INVITE BRAND RESOURCE
  • GET SMART FIELDS FROM TEMPLATE
  • GET STEP COMPLETED CC EMAIL BRANDING
  • GET TEAM
  • GET TEAM INVITE
  • GET USER DETAILS
  • Get User Role For Template
  • GET WELCOME MESSAGE
  • LIST ADMIN ORGANIZATIONS
  • List Allowed Team Admins
  • LIST API REQUEST LOGS
  • LIST BRANDS
  • LIST CALLBACKS
  • LIST CALLBACKS BY EVENT SUBSCRIPTION
  • LIST COMPLETED DOCUMENT FIELDS
  • LIST CONTACT GROUPS
  • LIST CONTACT GROUPS FOR CONTACT
  • LIST CONTACTS FROM GROUP
  • LIST CRM CONTACTS
  • LIST CRM USERS
  • LIST DOCUMENT FREE FORM INVITES
  • LIST DOCUMENT GROUP RECIPIENTS
  • List Document Groups
  • LIST DOCUMENT GROUPS CREATED FROM TEMPLATE
  • List Document Group Template Recipients
  • LIST DOCUMENT GROUP TEMPLATE ROLES
  • LIST DOCUMENT GROUP TEMPLATES
  • LIST DOCUMENT GROUP USERS
  • List Documents From Template
  • LIST DOCUMENT USERS
  • LIST EMAILS OF THE INVITE STEP
  • LIST EVENT SUBSCRIPTIONS
  • LIST FAVORITES
  • LIST FOLDERS
  • LIST FREE FORM INVITE DOCUMENTS
  • LIST MEMBERS LAST LOGINS
  • List Metadata of Document Group
  • LIST MODIFIED DOCUMENTS
  • LIST ORGANIZATION ADMINS
  • List Organization Brands
  • LIST ORGANIZATION MEMBERS
  • LIST ORGANIZATION USER DOCUMENTS
  • List Paid Request Logs
  • LIST PENDING DOCUMENT GROUP INVITES
  • List Pinned Templates
  • List Team Admins
  • List Team Members
  • List Template Recipients
  • LIST USER DOCUMENTS
  • LIST USERS ACTIVITY
  • LIST USERS BY CONTACT
  • LIST USER TEAMS
  • SEARCH DOCUMENTS TEMPLATES AND GROUPS

Changes 155

  • ACCEPT INVITE TO ORGANIZATION
  • ACTIVATE DEACTIVATE ALLOWED TEAM ADMINS
  • ACTIVATE EVENT SUBSCRIPTION
  • ADD AND CHANGE LOGO FROM URL
  • ADD AND EDIT EMAIL GENERAL BRANDING
  • ADD CONTACT TO GROUP
  • ADD CUSTOM HISTORY EVENT
  • ADD DOCUMENT METADATA
  • ADD MEMBERS
  • Add Metadata to Document Group
  • ADD MODERATOR OR ADMIN
  • Add Organization Members Batch
  • ADD SMART FIELDS TO TEMPLATE
  • ADD TEMPLATE TO DOCUMENT GROUP TEMPLATE
  • Assign Brand to Entity
  • CHANGE TEAM PRIMARY ADMIN
  • CONNECT ORGANIZATION MERCHANT ACCOUNT
  • CONNECT PERSONAL MERCHANT ACCOUNT
  • Correct Document Group Invite
  • CREATE AND EDIT EDITOR BRAND RESOURCE
  • CREATE AND EDIT GENERAL BRAND RESOURCE
  • CREATE API EVENT SUBSCRIPTION
  • CREATE BRAND
  • CREATE BRAND FROM TEMPLATE FILE
131 more
  • CREATE CONTACT GROUP
  • CREATE CRM CONTACT
  • CREATE DOCUMENT EMBEDDED EDITOR LINK
  • CREATE DOCUMENT EMBEDDED INVITE
  • CREATE DOCUMENT EMBEDDED INVITE LINK
  • CREATE DOCUMENT EMBEDDED SENDING LINK
  • CREATE DOCUMENT EMBEDDED VIEW LINK
  • Create Document From Template
  • Create Document Group
  • CREATE DOCUMENT GROUP EMBEDDED EDITOR LINK
  • CREATE DOCUMENT GROUP EMBEDDED INVITE
  • CREATE DOCUMENT GROUP EMBEDDED INVITE LINK
  • CREATE DOCUMENT GROUP EMBEDDED SENDING LINK
  • CREATE DOCUMENT GROUP EMBEDDED VIEW LINK
  • CREATE DOCUMENT GROUP FROM TEMPLATE
  • CREATE DOCUMENT GROUP TEMPLATE
  • Create Document Signing Link
  • CREATE EMAIL LOGO BRAND RESOURCE
  • CREATE EVENT SUBSCRIPTION
  • CREATE FOLDER
  • CREATE FREEFORM INVITE
  • CREATE GROUP TEMPLATE FROM DOCUMENT GROUP
  • CREATE LOGO BRAND RESOURCE
  • CREATE ORGANIZATION
  • CREATE ORGANIZATION BRAND
  • CREATE ORGANIZATION EDITOR BRAND RESOURCE
  • CREATE ORGANIZATION EMAIL BRAND RESOURCE
  • CREATE ORGANIZATION GENERAL BRAND RESOURCE
  • CREATE ORGANIZATION LOGO BRAND RESOURCE
  • CREATE SCHEDULED INVITE
  • CREATE TEAM
  • Create Template
  • DECLINE GROUP INVITE
  • DECLINE INVITE TO ORGANIZATION
  • DECLINE TO SIGN A FIELD INVITE
  • Demote Team Admin
  • Duplicate Document Group
  • DUPLICATE DOCUMENT GROUP TEMPLATE
  • Duplicate Template
  • ENABLE TEAM DOCUMENTS FOLDER
  • Expire User Tokens
  • Generate Document
  • GRANT TEAM ADMIN PERMISSIONS
  • IMPORT CRM CONTACTS IN BULK
  • Import Template From DocuSign
  • INVITE USER TO TEAM
  • MARK DOCUMENT AS FAVORITE
  • MARK DOCUMENT GROUP AS FAVORITE
  • MERGE DOCUMENTS
  • MOVE DOCUMENT
  • Move Document Group
  • MOVE DOCUMENT GROUP TEMPLATE
  • MOVE DOCUMENTS IN BULK
  • Move Organization Members Batch
  • PREFILL SMART FIELDS
  • PREFILL TEXT FIELDS
  • Rename Document Group
  • RENAME FOLDER
  • RENAME ORGANIZATION
  • RENAME TEAM
  • Replace Signer
  • RESEND CALLBACK
  • RESEND DOCUMENT GROUP INVITE
  • RESEND EMAIL INVITE
  • RESEND FREEFORM INVITE
  • RESET WELCOME MESSAGE TO DEFAULT
  • RESPOND TO ORGANIZATION ADMIN INVITE
  • RESPOND TO TEAM INVITE
  • Send Bulk Template Invite
  • SEND DOCUMENT GROUP BY EMAIL
  • SEND DOCUMENT GROUP INVITE
  • SEND DOCUMENT INVITE
  • SEND DOCUMENT SMS INVITE
  • SEND FAX
  • SEND GROUP PAYMENT INVITE
  • SEND SCHEDULED INVITE
  • SET ALLOWED TEAM ADMIN
  • SHARE CONTACT WITH OTHER USERS
  • SHARE DOCUMENT
  • SHARE DOCUMENT GROUP
  • SHARE DOCUMENT GROUP TEMPLATE
  • Share Template
  • TERMINATE ACCESS TOKEN
  • UNASSIGN BRAND FROM APPLICATION
  • UNASSIGN BRAND FROM DOCUMENT
  • UNASSIGN BRAND FROM DOCUMENT GROUP
  • UNASSIGN BRAND FROM ORGANIZATION
  • UNSHARE DOCUMENT FROM ALL USERS
  • UNSHARE DOCUMENT FROM USER
  • UNSHARE DOCUMENT GROUP FROM ALL USERS
  • UNSHARE DOCUMENT GROUP FROM USER
  • UNSHARE DOCUMENT GROUP TEMPLATE FROM USER
  • UNSHARE GROUP TEMPLATE FROM ALL USERS
  • Update Brand
  • UPDATE CANCELED INVITE EMAIL BRANDING
  • UPDATE COMPLETED INVITE EMAIL BRANDING
  • UPDATE CONTACT GROUP
  • UPDATE CRM CONTACT
  • UPDATE DOCUMENT
  • Update Document Group
  • UPDATE DOCUMENT GROUP INVITE
  • UPDATE DOCUMENT GROUP RECIPIENTS
  • UPDATE DOCUMENT GROUP ROLE
  • UPDATE DOCUMENT GROUP TEMPLATE
  • UPDATE DOCUMENT GROUP TEMPLATE RECIPIENTS
  • UPDATE DOCUMENT GROUP TEMPLATE ROLE
  • UPDATE EMAIL LOGO FROM URL
  • UPDATE EVENT SUBSCRIPTION
  • UPDATE FREEFORM SIGNED CC EMAIL BRANDING
  • UPDATE INVITE CC EMAIL BRANDING
  • UPDATE INVITE COMPLETED CC EMAIL BRANDING
  • UPDATE INVITE EMAIL BRANDING
  • UPDATE ORGANIZATION ADMIN ROLE
  • Update Organization Brand
  • UPDATE ORGANIZATION SETTINGS
  • UPDATE REASSIGN CC EMAIL BRANDING
  • UPDATE REASSIGN EMAIL BRANDING
  • UPDATE REMINDER EMAIL BRANDING
  • Update Role For Template
  • UPDATE SCHEDULED INVITE
  • UPDATE SIGNING WELCOME MESSAGE
  • UPDATE STEP COMPLETED CC EMAIL BRANDING
  • UPDATE TEAM INVITE STATUS
  • Update Template Recipients
  • Update User Details
  • UPLOAD DOCUMENT
  • UPLOAD DOCUMENT FROM URL
  • UPLOAD DOCUMENT WITH TAGS
  • UPLOAD ORGANIZATION LOGO
  • Upsert Document Group Signing Link
  • UPSERT SEND INVITE BRANDING

Deletes 55

  • Cancel Document Field Invite
  • CANCEL DOCUMENT GROUP INVITE
  • CANCEL FREEFORM INVITE
  • CANCEL INVITE FOR ONE SIGNER
  • CANCEL INVITES FOR ALL SIGNERS
  • CANCEL SCHEDULED INVITE
  • DEACTIVATE EVENT SUBSCRIPTION
  • DELETE BRAND
  • DELETE CONTACT GROUP
  • DELETE CRM CONTACT
  • DELETE DOCUMENT
  • DELETE DOCUMENT EMBEDDED INVITES
  • Delete Document Group
  • DELETE DOCUMENT GROUP EMBEDDED INVITES
  • DELETE EDITOR BRAND RESOURCE
  • DELETE EMAIL CANCELED RESOURCE
  • DELETE EMAIL COMPLETED RESOURCE
  • DELETE EMAIL GENERAL RESOURCE
  • DELETE EMAIL INVITE RESOURCE
  • DELETE EMAIL LOGO BRAND RESOURCE
  • DELETE EMAIL REASSIGN RESOURCE
  • DELETE EMAIL REMINDER RESOURCE
  • DELETE EMPTY TRASH BIN FOLDER
  • DELETE EVENT SUBSCRIPTION
31 more
  • DELETE FOLDER
  • DELETE FREEFORM SIGNED CC EMAIL BRANDING
  • DELETE GENERAL BRAND RESOURCE
  • DELETE INVITE CC EMAIL BRANDING
  • DELETE INVITE COMPLETED CC EMAIL BRANDING
  • DELETE LOGO BRAND RESOURCE
  • DELETE MERCHANT ACCOUNT
  • DELETE ORGANIZATION
  • Delete Organization Brand
  • DELETE ORGANIZATION EDITOR BRAND RESOURCE
  • DELETE ORGANIZATION EMAIL BRAND RESOURCE
  • DELETE ORGANIZATION GENERAL BRAND RESOURCE
  • DELETE ORGANIZATION LOGO
  • DELETE ORGANIZATION LOGO BRAND RESOURCE
  • DELETE PERSONAL MERCHANT ACCOUNT
  • DELETE REASSIGN CC EMAIL BRANDING
  • DELETE SEND INVITE BRAND RESOURCE
  • DELETE SMART FIELDS FROM TEMPLATE
  • DELETE STEP COMPLETED CC EMAIL BRANDING
  • DELETE TEAM
  • DELETE USER FROM TEAM
  • DISABLE TEAM DOCUMENTS FOLDER
  • Remove Access To Template
  • REMOVE ADMIN MODERATOR
  • REMOVE CONTACT FROM GROUP
  • REMOVE DOCUMENT FROM FAVORITES
  • REMOVE DOCUMENT GROUP FROM FAVORITES
  • Remove Metadata from Document Group
  • Remove Organization Members Batch
  • Remove Team Admin
  • Revoke Shared Contact Access

SignNow setup

  1. Registering your SignNow app

    Create an app in SignNow's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to SignNow

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 317 actions the agent may use. Start with lookups and add the ones that change SignNow when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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