How to send your Documint PDF documents for signing with SignNow and Zapier

In this video we'll show you how to send your Documint documents to SignNow for verified signing, using a no-code Zapier workflow.
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‪@Zapier‬ ‪@airSlate.SignNow‬

[@michaelojuutun5617]

Hello. The steps worked perfect. but is there a way to set it up to send he signed document back into a field in the airtable base for we the senders to keep and store

[@Documint]

Hi @michael, pleased to hear it's working for you. That should be possible but you'd need to add in one or two steps after the doc was signed to get the doc back into Airtable. You could use the 'Document Completed' trigger in the Zapier SignNow integration and then and 'Update record step' in Airtable to get it back to your record. You might want to consider setting this up as another zap to trigger when the signature is made. I hope that helps!

[@simpitacademy]

the steps worked. but i have two questions. 1. how do you send multiple invites? I tried the 'Create Document From Template & Send Role-Based Invite' method didn't work. 2. How do you auto assign recipient to designated places in the pdf as placeholder where the signatures and dates are to be dynamically for a pdf that will created from a googlesheet that later needs signature?

[@Documint]

Hi @rocketeer103 Pleased that worked for you. This is an example of a simple flow using your Documint documents with ready made steps in Zapier. The questions you have would require a more detailed flow using SignNow's API itself, which you can find in their documentation here docs.signnow.com/docs/signnow or you could do these steps manually once the document was in your SignNow dashboard. Cheers :)

[@ofir-bar-softr]

Does it mean that the Zap will trigger as polling? so, the document and signing will take some minutes right?
Is there a way to make it immediate?

[@Documint]

Thanks for the question @grape99902 You could use a trigger from a webhook and set an automation in airtable to send the webhook with the recordID when the record enters a certain view, this would be instant when the record is ready to go for signing. Give that a try :)

[@cottagekeeper]

Does this mean Documint doesn't provide the ability for a client to sign a document within documint?

[@Documint]

That's correct. At the moment, Documint doesn't support native e-signatures, however you can integrate Documint with an e-signature service using Zapier, Make or the Documint API.

[@cottagekeeper]

@@Documint Thanks for the quick reply. It's so difficult to embrace no-code because it's seems I'm required to purchase multiple softwares to enable no-code to work. By the time I buy Airtable, Make, Zapier, Softer, and Documint I'm looking at hundreds of dollars a month. I will revisit once you've enabled native e-signatures.

[@Documint]

@@cottagekeeper that's totally understandable. We'll keep you posted and let you know when we have a planned release date. If your usage is less than 10 documents a month you could get by with our free plan. If you need more than that but less than 200 you could stay on the free plan and pay per document. Lastly we do have a native Airtable integration which may negate the need for Zapier/Make. Either way, thank you for your interest in Documint, let us know if there's anything we can do to help :)