SignNow integration

02/08/19 Edited 12/09/19

Anyone successfully integrate SignNow with Smartsheet? What can be integrated? Can forms be autogenerated from data in Smartsheet, and form creating/emailing (using email, named, etc. in Smartsheet) and signing via SignNow be recorded in Smartsheet automatically (e.g., activate merge in smartsheet via a trigger, which then creates form (merge data to Word or PDF), prepares for signature,  sends to person, records date sent back in smartsheet,  then when returned and signed,  records that date in Smartsheet as well.

 

Thanks!!!

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    If possible, I would recommend using the excellent DocuSign integration instead.

    You can initiate the signing process from Smartsheet, and when it's signed and complete, it will get attached to the corresponding row(s).

    Would that be an option?

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank you for your response. However, recommending another tool doesn't help. I was not involved in selecting SignNow (it was probably someone who didnt consider integrations but instead what qas cheapest).

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Ok, I see. SignNow has integration with Zapier so it will probably work great as well.

    https://zapier.com/apps/signnow/integrations/

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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