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Create, send, sign, and manage electronic documents, templates, signing workflows, teams, and organizations with SignNow.

Things your agent can do in SignNow
317

Things your AI can do in SignNow

Your FormWise AI can handle any of these in SignNow — on its own, without you needing to click a button.

  • ACCEPT INVITE TO ORGANIZATION

    Accept a pending organization invitation for the specified organization and member.

  • ACTIVATE DEACTIVATE ALLOWED TEAM ADMINS

    Activate or deactivate one allowed team admin in an organization.

  • ACTIVATE EVENT SUBSCRIPTION

    Set an existing event subscription active by its 40-character subscription ID.

  • ADD AND CHANGE LOGO FROM URL

    Add or replace a brand logo using an image URL.

  • ADD AND EDIT EMAIL GENERAL BRANDING

    Add or update general branding used for all email types on a brand.

  • ADD CONTACT TO GROUP

    Add an existing CRM contact to a specific contact group without creating either resource.

  • ADD CUSTOM HISTORY EVENT

    Add a custom document-history event that may remain in SignNow audit history after the document is deleted.

  • ADD DOCUMENT METADATA

    Attach the supplied metadata fields to one existing document.

  • ADD MEMBERS

    Invite a user by email to join a SignNow organization as a member.

  • Add Metadata to Document Group

    Add documented metadata fields to a document group.

  • ADD MODERATOR OR ADMIN

    Invite a user by email to join a SignNow organization as an admin or moderator.

  • Add Organization Members Batch

    Invite organization members sequentially through SignNow's singular official endpoint. This operation is not atomic: successful invitations are not rolled back, and the response reports success or error for every email.

Show 305 more things it can do
  • ADD SMART FIELDS TO TEMPLATE

    Create smart fields on an existing template from a documented smart-field payload.

  • ADD TEMPLATE TO DOCUMENT GROUP TEMPLATE

    Attach a template described in the request body to an existing document group template.

  • Assign Brand to Entity

    Assign a brand to an application, document, document group, or organization using the entity's current endpoint.

  • Cancel Document Field Invite

    Cancel the outstanding field invite for a document and record the cancellation reason.

  • CANCEL DOCUMENT GROUP INVITE

    Irreversibly cancel one invite identified within a specific document group.

  • CANCEL FREEFORM INVITE

    Cancel a document FreeForm invite with an optional reason.

  • CANCEL INVITE FOR ONE SIGNER

    Cancel a document-group FreeForm invite for one signer.

  • CANCEL INVITES FOR ALL SIGNERS

    Cancel a document-group FreeForm invite for every signer.

  • CANCEL SCHEDULED INVITE

    Delete the active scheduled invite for a document or document group before it is sent.

  • CHANGE TEAM PRIMARY ADMIN

    Transfer a team's primary administrator role to an existing member by user ID.

  • CONNECT ORGANIZATION MERCHANT ACCOUNT

    Connect a SignNow organization to a Stripe or Stripe Connect merchant account.

  • CONNECT PERSONAL MERCHANT ACCOUNT

    Connect the current SignNow user to a Stripe or Stripe Connect merchant account.

  • Correct Document Group Invite

    Start and complete correction of a pending document-group invite through the required SignNow routes. The calls are not atomic. If completion fails after correction mode starts, retry with correction_started=true to run only the completion step.

  • CREATE AND EDIT EDITOR BRAND RESOURCE

    Create or replace the editor-specific settings for an existing brand.

  • CREATE AND EDIT GENERAL BRAND RESOURCE

    Create or replace the general settings for an existing brand.

  • CREATE API EVENT SUBSCRIPTION

    Deprecated: create a Webhooks 1.0 callback event subscription through POST /api/v2/events. Migrate to POST /v2/event-subscriptions.

  • CREATE BRAND

    Create a brand from the supplied documented branding settings.

  • CREATE BRAND FROM TEMPLATE FILE

    Create a brand by uploading a JSON branding template file.

  • CREATE CONTACT GROUP

    Create a CRM contact group from the supplied group settings; contacts are added separately.

  • CREATE CRM CONTACT

    Create one CRM contact from the supplied contact payload.

  • CREATE DOCUMENT EMBEDDED EDITOR LINK

    Generate a link that embeds the SignNow document editor. The document must not be sent, signed, deleted, or archived.

  • CREATE DOCUMENT EMBEDDED INVITE

    Create an embedded signing invite for a document, including signer and optional approver settings.

  • CREATE DOCUMENT EMBEDDED INVITE LINK

    Generate a signing link for an existing document embedded invite.

  • CREATE DOCUMENT EMBEDDED SENDING LINK

    Return a 15-45 minute embedded URL that opens a document editor or Send Invite page.

  • CREATE DOCUMENT EMBEDDED VIEW LINK

    Create a reusable embedded-view link for a document so it can be reviewed and downloaded without signing in.

  • Create Document From Template

    Generate a signable document copy from a SignNow template.

  • Create Document Group

    Create a document group from owned documents.

  • CREATE DOCUMENT GROUP EMBEDDED EDITOR LINK

    Generate a link that embeds the SignNow editor for a document group. The group must not be sent, signed, deleted, or archived.

  • CREATE DOCUMENT GROUP EMBEDDED INVITE

    Create ordered embedded signing or approval invites for documents in a document group.

  • CREATE DOCUMENT GROUP EMBEDDED INVITE LINK

    Generate a signing link for one recipient of a document-group embedded invite.

  • CREATE DOCUMENT GROUP EMBEDDED SENDING LINK

    Return embedded URLs that open a document group's Add Documents, editor, or Send Invite page for 15-45 minutes.

  • CREATE DOCUMENT GROUP EMBEDDED VIEW LINK

    Create a reusable embedded-view link for a document group so its documents can be reviewed and downloaded without signing in.

  • CREATE DOCUMENT GROUP FROM TEMPLATE

    Instantiate a new document group from a document group template's unique ID.

  • CREATE DOCUMENT GROUP TEMPLATE

    Create a reusable document group template from the supplied configuration.

  • Create Document Signing Link

    Create a document signing link and QR code, optionally adding documented smart-field values to its redirect URI.

  • CREATE EMAIL LOGO BRAND RESOURCE

    Create or replace a brand's email logo from an uploaded image file.

  • CREATE EVENT SUBSCRIPTION

    Create a legacy event subscription from the supplied event and callback settings.

  • CREATE FOLDER

    Create a folder under an existing SignNow folder.

  • CREATE FREEFORM INVITE

    Create and send a FreeForm invite for a document group.

  • CREATE GROUP TEMPLATE FROM DOCUMENT GROUP

    Create a reusable template from one existing document group and the supplied template settings.

  • CREATE LOGO BRAND RESOURCE

    Upload an image file as a brand's logo resource.

  • CREATE ORGANIZATION

    Create an organization from the supplied organization settings.

  • CREATE ORGANIZATION BRAND

    Create a brand owned by a specific organization from the supplied settings.

  • CREATE ORGANIZATION EDITOR BRAND RESOURCE

    Set editor-specific branding for a brand owned by a specific organization.

  • CREATE ORGANIZATION EMAIL BRAND RESOURCE

    Set email-specific branding for a brand owned by a specific organization.

  • CREATE ORGANIZATION GENERAL BRAND RESOURCE

    Set general branding for a brand owned by a specific organization.

  • CREATE ORGANIZATION LOGO BRAND RESOURCE

    Create the logo resource for a brand owned by a specific organization.

  • CREATE SCHEDULED INVITE

    Prepare a document or document-group invite for irreversible delivery at a future Unix timestamp.

  • CREATE TEAM

    Create a team from the supplied team settings.

  • Create Template

    Create a template by flattening an existing SignNow document.

  • DEACTIVATE EVENT SUBSCRIPTION

    Set an existing event subscription inactive without deleting its configuration.

  • DECLINE GROUP INVITE

    Decline a specific document group invite with the supplied reason and optional timestamp.

  • DECLINE INVITE TO ORGANIZATION

    Decline a pending organization invitation for the specified organization and member.

  • DECLINE TO SIGN A FIELD INVITE

    Irreversibly decline one document field invite using its document and invite IDs.

  • DELETE BRAND

    Delete one brand by its 40-character brand ID.

  • DELETE CONTACT GROUP

    Delete one CRM contact group by ID rather than removing an individual contact from it.

  • DELETE CRM CONTACT

    Delete one CRM contact by ID rather than only removing it from a group.

  • DELETE DOCUMENT

    Delete one existing document by ID.

  • DELETE DOCUMENT EMBEDDED INVITES

    Delete all active embedded invites for a document.

  • Delete Document Group

    Delete a document group without deleting its documents. Groups with an active group invite cannot be deleted.

  • DELETE DOCUMENT GROUP EMBEDDED INVITES

    Delete all active embedded invites for a document group.

  • DELETE EDITOR BRAND RESOURCE

    Remove the editor-specific settings from one brand.

  • DELETE EMAIL CANCELED RESOURCE

    Remove the canceled-invite email settings from one brand.

  • DELETE EMAIL COMPLETED RESOURCE

    Remove the completed-invite email settings from one brand.

  • DELETE EMAIL GENERAL RESOURCE

    Remove the general email settings shared by a specific brand.

  • DELETE EMAIL INVITE RESOURCE

    Remove the invitation email settings from one brand.

  • DELETE EMAIL LOGO BRAND RESOURCE

    Remove the email logo resource from one brand.

  • DELETE EMAIL REASSIGN RESOURCE

    Remove the reassignment email settings from one brand.

  • DELETE EMAIL REMINDER RESOURCE

    Remove the reminder email settings from one brand.

  • DELETE EMPTY TRASH BIN FOLDER

    Permanently delete every document in the connected user's Trash Bin. Deleted documents cannot be restored.

  • DELETE EVENT SUBSCRIPTION

    Delete an event subscription by ID rather than merely deactivating it.

  • DELETE FOLDER

    Delete an existing SignNow folder.

  • DELETE FREEFORM SIGNED CC EMAIL BRANDING

    Remove the FreeForm-signed CC email settings from one brand.

  • DELETE GENERAL BRAND RESOURCE

    Remove the general branding settings from one brand.

  • DELETE INVITE CC EMAIL BRANDING

    Remove the invite CC email settings from one brand.

  • DELETE INVITE COMPLETED CC EMAIL BRANDING

    Remove the completed-invite CC email settings from one brand.

  • DELETE LOGO BRAND RESOURCE

    Remove the logo resource from one brand without deleting the brand itself.

  • DELETE MERCHANT ACCOUNT

    Delete a merchant account connected to a SignNow organization.

  • DELETE ORGANIZATION

    Delete one organization by ID.

  • Delete Organization Brand

    Delete one brand owned by an organization.

  • DELETE ORGANIZATION EDITOR BRAND RESOURCE

    Remove editor-specific settings from a brand owned by a specific organization.

  • DELETE ORGANIZATION EMAIL BRAND RESOURCE

    Remove email-specific settings from a brand owned by a specific organization.

  • DELETE ORGANIZATION GENERAL BRAND RESOURCE

    Remove general settings from a brand owned by a specific organization.

  • DELETE ORGANIZATION LOGO

    Delete the logo configured for an organization.

  • DELETE ORGANIZATION LOGO BRAND RESOURCE

    Remove the logo resource from a brand owned by a specific organization.

  • DELETE PERSONAL MERCHANT ACCOUNT

    Disconnect a merchant account from the current SignNow user.

  • DELETE REASSIGN CC EMAIL BRANDING

    Remove the reassignment CC email settings from one brand.

  • DELETE SEND INVITE BRAND RESOURCE

    Delete the send-invite branding resource from a brand.

  • DELETE SMART FIELDS FROM TEMPLATE

    Delete the smart fields selected in the request body from one template.

  • DELETE STEP COMPLETED CC EMAIL BRANDING

    Remove the completed-step CC email settings from one brand.

  • DELETE TEAM

    Delete team. Requires the connected user to be the primary team admin.

  • DELETE USER FROM TEAM

    Remove a user from a team as the primary admin, or leave a team as that user.

  • Demote Team Admin

    Remove administrator permissions from one team user while retaining their team membership and shared-folder access. Sends downgrade_only=true.

  • DISABLE TEAM DOCUMENTS FOLDER

    Disable the Documents folder for one team without deleting the team.

  • DOWNLOAD DOCUMENT

    Download a document in the requested type, optionally with its history table.

  • DOWNLOAD DOCUMENT ATTACHMENT

    Download one attachment from a document using both document and attachment IDs.

  • Download Document Group

    Download all documents in a document group in a documented format.

  • Duplicate Document Group

    Schedule creation of a named copy of a document group in any status.

  • DUPLICATE DOCUMENT GROUP TEMPLATE

    Create a new copy of one document group template using the supplied copy settings.

  • Duplicate Template

    Create a named editable copy of a template in the default or specified Templates folder.

  • ENABLE TEAM DOCUMENTS FOLDER

    Enable the Documents folder for one team without changing other team settings.

  • Expire User Tokens

    Expire the connected SignNow user's full-scope tokens. Setting logout_all to 'true' expires every full-scope token, including the current token; setting it to 'false' expires all full-scope tokens except the current token.

  • EXPORT LAST ACTIVITY OF MEMBERS

    Request a CSV export of organization user activity; SignNow sends the file by email.

  • EXPORT LAST LOGINS OF MEMBERS

    Request a CSV export of member last-login data for a date range; SignNow sends the file by email.

  • EXPORT PAID REQUEST LOGS

    Export filtered paid request logs as a streamed XLSX file.

  • Generate Document

    Start asynchronous PDF document generation from either a publicly accessible DOCX template URL or an uploaded DOCX file. Returns the process ID for status checks.

  • GET ACCESS TOKEN METADATA

    Return the current token's validity, scope, and expiry metadata for authorization troubleshooting.

  • GET BRAND

    Return one brand's configuration by its 40-character brand ID.

  • GET BRAND ASSIGNED TO ORGANIZATION

    Return the brand currently assigned to a specific organization.

  • GET BRAND OF APPLICATION

    Return the brand assigned to an application, optionally using its organization hierarchy.

  • GET BRAND OF DOCUMENT

    Return the brand assigned to a document, optionally using its hierarchy.

  • GET BRAND OF DOCUMENT GROUP

    Return the brand assigned to a document group, optionally using its hierarchy.

  • GET BRAND TEMPLATE FILE

    Download the reusable branding template file used to create a brand from a file.

  • GET CALLBACK DETAILS BY ID

    Return one callback delivery record within a specific event subscription using both IDs.

  • GET CONTACT GROUP

    Return one CRM contact group's details by group ID.

  • GET CRM CONTACT DETAILS

    Return one CRM contact's details by contact ID.

  • GET DECLINED FIELD INVITE

    Return one declined field invite using its document and field-invite IDs.

  • GET DOCUMENT

    Return one document's details, optionally including smart fields and document attributes.

  • GET DOCUMENT DOWNLOAD LINK

    Return a download URL for one existing document rather than downloading its bytes.

  • Get Document Generation Status

    Return the current state of a SignNow document generation process and, after completion, the generated document or document-group ID.

  • Get Document Group

    Return a document group using the original document-group endpoint.

  • Get Document Group Details

    Return detailed version 2 information for a document group.

  • GET DOCUMENT GROUP HISTORY

    Return the recorded history events for one document group.

  • GET DOCUMENT GROUP INVITE

    Return one invite within a specific document group using both IDs.

  • GET DOCUMENT HISTORY

    Return the recorded history events for one document.

  • GET DOCUMENT METADATA

    Return the metadata entries attached to one document.

  • GET EDITOR BRAND RESOURCE

    Return the editor-specific settings configured for one brand.

  • GET EMAIL CANCELED RESOURCE

    Return the canceled-invite email settings configured for one brand.

  • GET EMAIL COMPLETED RESOURCE

    Return the completed-invite email settings configured for one brand.

  • GET EMAIL GENERAL RESOURCE

    Return the general email settings shared by one brand.

  • GET EMAIL INVITE RESOURCE

    Return the invitation email settings configured for one brand.

  • GET EMAIL LOGO BRAND RESOURCE

    Download a brand's email logo image.

  • GET EMAIL REASSIGN RESOURCE

    Return the reassignment email settings configured for one brand.

  • GET EMAIL REMINDER RESOURCE

    Return the reminder email settings configured for one brand.

  • Get Event Subscription Details

    Return the configuration and optional callback event count for one Webhooks 2.0 event subscription.

  • GET FOLDER BY ID

    Return one offset-based page of entities from a SignNow folder.

  • GET FREEFORM SIGNED CC EMAIL BRANDING

    Return the FreeForm-signed CC email settings configured for one brand.

  • GET GENERAL BRAND RESOURCE

    Return the general branding settings configured for one brand.

  • GET INVITE CC EMAIL BRANDING

    Return the invite CC email settings configured for one brand.

  • GET INVITE COMPLETED CC EMAIL BRANDING

    Return the completed-invite CC email settings configured for one brand.

  • GET LOGO BRAND RESOURCE

    Download a brand's logo image.

  • GET MERCHANT ACCOUNT

    Retrieve a specific merchant account connected to a SignNow organization.

  • GET MONTHLY REQUEST TOTALS

    Return paid-request usage totals grouped by dynamic YYYYMM month keys.

  • GET ORGANIZATION ACTIVITY

    Return activity for one organization, optionally limited to events after a timestamp.

  • Get Organization Brand

    Return the name, owner type, and resources of one brand owned by an organization.

  • GET ORGANIZATION EDITOR BRAND RESOURCE

    Return editor-specific settings for a brand owned by a specific organization.

  • GET ORGANIZATION EMAIL BRAND RESOURCE

    Return email-specific settings for a brand owned by a specific organization.

  • GET ORGANIZATION GENERAL BRAND RESOURCE

    Return general settings for a brand owned by a specific organization.

  • GET ORGANIZATION LOGO BRAND RESOURCE

    Return the logo resource for a brand owned by a specific organization.

  • GET ORGANIZATION SETTINGS

    Return the settings configured for an organization.

  • GET PAID REQUEST TOTALS

    Return total, used, and remaining paid-request quota.

  • GET PERSONAL MERCHANT ACCOUNT

    Retrieve a specific merchant account connected to the current SignNow user.

  • GET REASSIGN CC EMAIL BRANDING

    Return the reassignment CC email settings configured for one brand.

  • GET REQUEST LOG

    Return one API request log by its request ID.

  • GET SEND INVITE BRAND RESOURCE

    Return the send-invite settings configured for one brand.

  • GET SMART FIELDS FROM TEMPLATE

    Return the smart-field definitions configured on one template.

  • GET STEP COMPLETED CC EMAIL BRANDING

    Return the completed-step CC email settings configured for one brand.

  • GET TEAM

    Return one team's details by team ID.

  • GET TEAM INVITE

    Return one team invitation by its invitation request ID.

  • GET USER DETAILS

    Return details for the connected SignNow user.

  • Get User Role For Template

    Retrieve a user's role for a specific shared template.

  • GET WELCOME MESSAGE

    Return the current signing welcome message for the connected account.

  • GRANT TEAM ADMIN PERMISSIONS

    Promote an existing team member, selected by email, to administrator of a specific team.

  • IMPORT CRM CONTACTS IN BULK

    Import CRM contacts in bulk from a CSV file.

  • Import Template From DocuSign

    Import one or more DocuSign templates from an exported ZIP archive.

  • INVITE USER TO TEAM

    Send team invitations to the email addresses supplied for one specific team.

  • LIST ADMIN ORGANIZATIONS

    List one page of organizations administered by the connected user, with status and type filters.

  • List Allowed Team Admins

    List the users permitted to administer teams in an organization, optionally filtered by email or active state.

  • LIST API REQUEST LOGS

    Return one page of API request logs for the active application.

  • LIST BRANDS

    List every brand available to the connected account.

  • LIST CALLBACKS

    List callback delivery records with optional event, application, status, initiator, entity, URL, and date filters.

  • LIST CALLBACKS BY EVENT SUBSCRIPTION

    List callback delivery records for one event subscription with optional status, initiator, and date filters.

  • LIST COMPLETED DOCUMENT FIELDS

    Return field values from one completed document.

  • LIST CONTACT GROUPS

    List one page of CRM contact groups, optionally filtered by group ID or name.

  • LIST CONTACT GROUPS FOR CONTACT

    Return contact groups containing a CRM contact.

  • LIST CONTACTS FROM GROUP

    Return one page of contacts from a contact group.

  • LIST CRM CONTACTS

    List one page of CRM contacts with optional owner, sharing, identity, company, and interaction filters.

  • LIST CRM USERS

    List one page of CRM users and return a continuation cursor.

  • LIST DOCUMENT FREE FORM INVITES

    Retrieve one page of FreeForm invites for a document.

  • LIST DOCUMENT GROUP RECIPIENTS

    Return the recipients configured for one document group.

  • List Document Group Template Recipients

    List recipient, CC, document-role, reminder, and expiration routing settings for a document group template.

  • LIST DOCUMENT GROUP TEMPLATE ROLES

    List one page of roles for a document group template and return a continuation cursor.

  • LIST DOCUMENT GROUP TEMPLATES

    List document group templates using offset or continuation-cursor pagination.

  • LIST DOCUMENT GROUP USERS

    List one page of users with access to a document group and return a continuation cursor.

  • List Document Groups

    Return one offset/limit page of document groups owned by the user.

  • LIST DOCUMENT GROUPS CREATED FROM TEMPLATE

    List one page of document groups created from a specific template, with search, status, label, and sort options.

  • LIST DOCUMENT USERS

    List one page of users with access to a document and return a continuation cursor.

  • List Documents From Template

    Return one page of documents generated from a template.

  • LIST EMAILS OF THE INVITE STEP

    Return the email records for one step of a specific document group invite.

  • LIST EVENT SUBSCRIPTIONS

    List event subscriptions with event, application, callback URL, date, sort, and event-count options.

  • LIST FAVORITES

    Return one page of documents and document groups marked as favorites.

  • LIST FOLDERS

    Return the connected user's root folder tree and its documents.

  • LIST FREE FORM INVITE DOCUMENTS

    Retrieve one page of documents for a document-group FreeForm invite.

  • LIST MEMBERS LAST LOGINS

    Return the last-login audit records for organization members.

  • List Metadata of Document Group

    Return the documented metadata response for a document group.

  • LIST MODIFIED DOCUMENTS

    Return user documents that have been modified with fields or content.

  • LIST ORGANIZATION ADMINS

    List administrators of one organization, optionally filtered by email or administrator type.

  • List Organization Brands

    List the brands owned by an organization with their configured resources and pagination metadata.

  • LIST ORGANIZATION MEMBERS

    List members of one organization with optional email, member-type, and email-sort controls.

  • LIST ORGANIZATION USER DOCUMENTS

    Search and return one page of documents belonging to organization users.

  • List Paid Request Logs

    List one page of paid API request charge records and return a cursor for the next page.

  • LIST PENDING DOCUMENT GROUP INVITES

    Return pending invite data for a specific invite within one document group.

  • List Pinned Templates

    List the templates pinned in a specific Templates folder or subfolder.

  • List Team Admins

    List the administrators of a specific team, including its primary administrator.

  • List Team Members

    List the members and administrators of a specific team, optionally including declined invitations.

  • List Template Recipients

    List a template's signer, viewer, approver, and carbon-copy routing configuration.

  • LIST USER DOCUMENTS

    Return the connected user's documents that have not yet been modified.

  • LIST USER TEAMS

    List the teams associated with the connected SignNow user.

  • LIST USERS ACTIVITY

    Return document activity statistics for users in an organization.

  • LIST USERS BY CONTACT

    Return users connected to a CRM contact.

  • MARK DOCUMENT AS FAVORITE

    Add a document in the Documents folder to the user's favorites.

  • MARK DOCUMENT GROUP AS FAVORITE

    Add a document group in the Documents folder to the user's favorites.

  • MERGE DOCUMENTS

    Create one merged document from the documents specified in the request body.

  • MOVE DOCUMENT

    Relocate one document according to the destination supplied in the move payload.

  • Move Document Group

    Move a document group and its eligible documents to another folder.

  • MOVE DOCUMENT GROUP TEMPLATE

    Relocate one document group template using the destination settings in the request body.

  • MOVE DOCUMENTS IN BULK

    Move a supplied array of documents into one target folder in a single request.

  • Move Organization Members Batch

    Move organization members sequentially through SignNow's singular official endpoint. This operation is not atomic: successful moves are not rolled back, and the response reports success or error for every requested movement.

  • PREFILL SMART FIELDS

    Prefill smart fields. Smart-field names are case-sensitive.

  • PREFILL TEXT FIELDS

    Set text-field values on one existing document before it is completed.

  • Remove Access To Template

    Revoke a user's access to a shared template.

  • REMOVE ADMIN MODERATOR

    Remove one administrator or moderator from a specific organization by admin ID.

  • REMOVE CONTACT FROM GROUP

    Remove one CRM contact from a contact group without deleting the contact.

  • REMOVE DOCUMENT FROM FAVORITES

    Remove a document in the Documents folder from the user's favorites.

  • REMOVE DOCUMENT GROUP FROM FAVORITES

    Remove a document group in the Documents folder from the user's favorites.

  • Remove Metadata from Document Group

    Delete every metadata entry attached to one document group.

  • Remove Organization Members Batch

    Remove organization members sequentially through SignNow's singular official endpoint. This operation is not atomic: successful removals are not rolled back, and the response reports success or error for every member ID.

  • Remove Team Admin

    Remove one administrator from the team, ending their team membership and revoking their shared-folder access. Sends downgrade_only=false.

  • Rename Document Group

    Replace the name of one existing document group.

  • RENAME FOLDER

    Replace the name of one folder using its folder ID and the supplied rename payload.

  • RENAME ORGANIZATION

    Replace the name of one organization using the supplied rename payload.

  • RENAME TEAM

    Replace the name of one team while leaving its membership unchanged.

  • Replace Signer

    Replace a field-invite signer through SignNow's required delete, replace, and send sequence. Steps run in order and are not atomic. On failure, execution stops without attempting later steps and the error identifies completed irreversible steps so callers do not repeat them blindly.

  • RESEND CALLBACK

    Redeliver one callback for a specific event subscription using both IDs.

  • RESEND DOCUMENT GROUP INVITE

    Resend a specific document group invite using its group and invite IDs.

  • RESEND EMAIL INVITE

    Resend the email invitation for a specific field invite request.

  • RESEND FREEFORM INVITE

    Resend a document-group FreeForm invite to one signer.

  • RESET WELCOME MESSAGE TO DEFAULT

    Delete the custom signing welcome message so the account uses its default message.

  • RESPOND TO ORGANIZATION ADMIN INVITE

    Accept or decline an organization admin or moderator invitation according to the decision parameter.

  • RESPOND TO TEAM INVITE

    Accept or decline invitation to a team.

  • Revoke Shared Contact Access

    Remove one user's access to a CRM contact previously shared with that user; the contact itself is not deleted.

  • SEARCH DOCUMENTS TEMPLATES AND GROUPS

    Search for documents, templates, and document groups.

  • Send Bulk Template Invite

    Generate and invite multiple documents from one template using SignNow's documented CSV multipart workflow.

  • SEND DOCUMENT GROUP BY EMAIL

    Irreversibly email a copy of one document group using the supplied delivery settings.

  • SEND DOCUMENT GROUP INVITE

    Irreversibly send signing invitations for one document group using the supplied routing payload.

  • SEND DOCUMENT INVITE

    Send a field, free-form, or payment-request invitation for a document using the officially documented request shape for that invitation type.

  • SEND DOCUMENT SMS INVITE

    Irreversibly send an SMS signing invitation for one document using the supplied invite payload.

  • SEND FAX

    Send the fax described in the request body; the delivery action is irreversible.

  • SEND GROUP PAYMENT INVITE

    Send a document-group invite containing fixed or calculated payment requests.

  • SEND SCHEDULED INVITE

    Irreversibly send an existing scheduled document or document-group invite now and return its delivery result.

  • SET ALLOWED TEAM ADMIN

    Add one email address as an allowed team admin for an organization.

  • SHARE CONTACT WITH OTHER USERS

    Grant the users in the request payload access to one existing CRM contact.

  • SHARE DOCUMENT

    Grant document access according to the recipients and permissions in the sharing payload.

  • SHARE DOCUMENT GROUP

    Grant access to one document group according to the supplied sharing settings.

  • SHARE DOCUMENT GROUP TEMPLATE

    Grant access to one document group template according to the supplied sharing settings.

  • Share Template

    Share a template once with another user as a sender or viewer.

  • TERMINATE ACCESS TOKEN

    Irreversibly revoke the current access token so it can no longer authorize requests.

  • UNASSIGN BRAND FROM APPLICATION

    Remove the direct brand assignment from an application.

  • UNASSIGN BRAND FROM DOCUMENT

    Remove the direct brand assignment from a document.

  • UNASSIGN BRAND FROM DOCUMENT GROUP

    Remove the direct brand assignment from a document group.

  • UNASSIGN BRAND FROM ORGANIZATION

    Remove a brand as the default for one organization without deleting the brand itself.

  • UNSHARE DOCUMENT FROM ALL USERS

    Revoke every user's shared access to one document in a single operation.

  • UNSHARE DOCUMENT FROM USER

    Revoke one specified user's shared access to a document.

  • UNSHARE DOCUMENT GROUP FROM ALL USERS

    Revoke every user's shared access to one document group in a single operation.

  • UNSHARE DOCUMENT GROUP FROM USER

    Revoke one specified user's shared access to a document group.

  • UNSHARE DOCUMENT GROUP TEMPLATE FROM USER

    Revoke one specified user's shared access to a document group template.

  • UNSHARE GROUP TEMPLATE FROM ALL USERS

    Revoke every user's shared access to one document group template in a single operation.

  • Update Brand

    Update the name of an existing brand.

  • UPDATE CANCELED INVITE EMAIL BRANDING

    Apply canceled-invite email branding to one brand; this update is marked irreversible.

  • UPDATE COMPLETED INVITE EMAIL BRANDING

    Apply completed-invite email branding to one brand; this update is marked irreversible.

  • UPDATE CONTACT GROUP

    Update one CRM contact group's settings without changing its contacts.

  • UPDATE CRM CONTACT

    Update one existing CRM contact from the supplied contact payload.

  • UPDATE DOCUMENT

    Update a document's documented fields, including payment-request fields when supplied.

  • Update Document Group

    Reorder documents or update the completion-email action for a document group that has no pending or fulfilled signature invites.

  • UPDATE DOCUMENT GROUP INVITE

    Irreversibly update one step of a specific document group invite.

  • UPDATE DOCUMENT GROUP RECIPIENTS

    Update recipient routing for one existing document group from the supplied payload.

  • UPDATE DOCUMENT GROUP ROLE

    Change one user's role on a specific document group.

  • UPDATE DOCUMENT GROUP TEMPLATE

    Update one document group template from the supplied template settings.

  • UPDATE DOCUMENT GROUP TEMPLATE RECIPIENTS

    Update recipient routing for one document group template from the supplied payload.

  • UPDATE DOCUMENT GROUP TEMPLATE ROLE

    Change one user's role on a specific document group template.

  • UPDATE EMAIL LOGO FROM URL

    Add and update email logo for brand from URL.

  • UPDATE EVENT SUBSCRIPTION

    Update one existing legacy event subscription's callback or event settings.

  • UPDATE FREEFORM SIGNED CC EMAIL BRANDING

    Apply FreeForm-signed CC email branding to one brand; this update is marked irreversible.

  • UPDATE INVITE CC EMAIL BRANDING

    Apply invite CC email branding to one brand; this update is marked irreversible.

  • UPDATE INVITE COMPLETED CC EMAIL BRANDING

    Apply completed-invite CC email branding to one brand; this update is marked irreversible.

  • UPDATE INVITE EMAIL BRANDING

    Apply invitation email branding to one brand; this update is marked irreversible.

  • UPDATE ORGANIZATION ADMIN ROLE

    Change one user's administrator or moderator role within a specific organization.

  • Update Organization Brand

    Update the name of one brand owned by an organization.

  • UPDATE ORGANIZATION SETTINGS

    Update one named organization setting.

  • UPDATE REASSIGN CC EMAIL BRANDING

    Apply reassignment CC email branding to one brand; this update is marked irreversible.

  • UPDATE REASSIGN EMAIL BRANDING

    Apply reassignment email branding to one brand; this update is marked irreversible.

  • UPDATE REMINDER EMAIL BRANDING

    Apply reminder email branding to one brand; this update is marked irreversible.

  • Update Role For Template

    Change a user's role for a shared template as its owner.

  • UPDATE SCHEDULED INVITE

    Reschedule an active document or document-group invite to a new future Unix timestamp.

  • UPDATE SIGNING WELCOME MESSAGE

    Replace the connected account's signing welcome message with the supplied text.

  • UPDATE STEP COMPLETED CC EMAIL BRANDING

    Apply completed-step CC email branding to one brand; this update is marked irreversible.

  • UPDATE TEAM INVITE STATUS

    Update the status of a waiting team invite.

  • Update Template Recipients

    Update a template's signer, viewer, approver, carbon-copy, completion, and branding routing details.

  • Update User Details

    Update the connected SignNow user's first name, last name, or password. Changing the password requires old_password. This action does not expire tokens.

  • UPLOAD DOCUMENT

    Create a document from an uploaded file, optionally detecting simple text tags.

  • UPLOAD DOCUMENT FROM URL

    Create a document by having SignNow fetch the source URL supplied in the request body.

  • UPLOAD DOCUMENT WITH TAGS

    Create a document from a file while parsing optional complex text tags with a selected parse flow.

  • UPLOAD ORGANIZATION LOGO

    Upload an image file as the organization logo.

  • Upsert Document Group Signing Link

    Create a signing link for a document group, or update its existing signing link. The authenticated user must own the document group.

  • UPSERT SEND INVITE BRANDING

    Create or replace one brand's send-invite email settings; this update is marked irreversible.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once SignNow is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in SignNow, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches SignNow for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive SignNow work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect SignNow to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find SignNow in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for SignNow.

  3. 3

    Hit "Connect"

    Click "Connect SignNow" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in SignNow

    Build a quick AI Agent (it's like writing instructions, not code), and pick the SignNow actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of SignNow for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your SignNow workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other SignNow users had before signing up

Do I need to know how to code?

Not even a little. If you can use SignNow today, you can set this up. You'll connect SignNow, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your SignNow login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect SignNow or delete everything any time.

What happens when SignNow updates their app?

We handle it. When SignNow adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting SignNow takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like SignNow — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About SignNow on FormWise

Create, send, sign, and manage electronic documents, templates, signing workflows, teams, and organizations with SignNow.

Connect SignNow once and your FormWise AI gets 317 things it can do inside it. That means your AI can handle the SignNow work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to SignNow? Take a look at www.signnow.com.

Stop doing the SignNow work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.