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Integrate SignNow with your AI CRM

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

Explore Triggers and Actions

ACCEPT INVITE TO ORGANIZATION

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

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ACTIVATE DEACTIVATE ALLOWED TEAM ADMINS

Activate or deactivate one allowed team admin in an organization.

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ACTIVATE EVENT SUBSCRIPTION

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

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ADD AND CHANGE LOGO FROM URL

Add or replace a brand logo using an image URL.

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ADD AND EDIT EMAIL GENERAL BRANDING

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

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ADD CONTACT TO GROUP

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

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ADD CUSTOM HISTORY EVENT

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

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ADD DOCUMENT METADATA

Attach the supplied metadata fields to one existing document.

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ADD MEMBERS

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

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Add Metadata to Document Group

Add documented metadata fields to a document group.

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ADD MODERATOR OR ADMIN

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

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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.

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ADD SMART FIELDS TO TEMPLATE

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

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ADD TEMPLATE TO DOCUMENT GROUP TEMPLATE

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

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Assign Brand to Entity

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

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Assign Legacy Brand

Deprecated: assign a brand through the generic assignment route. Use ASSIGN_BRAND_TO_ENTITY for current application, document, document-group, and organization assignments.

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Cancel Document Field Invite

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

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CANCEL DOCUMENT GROUP INVITE

Irreversibly cancel one invite identified within a specific document group.

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CANCEL FREEFORM INVITE

Cancel a document FreeForm invite with an optional reason.

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CANCEL INVITE FOR ONE SIGNER

Cancel a document-group FreeForm invite for one signer.

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CANCEL INVITES FOR ALL SIGNERS

Cancel a document-group FreeForm invite for every signer.

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CANCEL SCHEDULED INVITE

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

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CHANGE TEAM PRIMARY ADMIN

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

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CONNECT ORGANIZATION MERCHANT ACCOUNT

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

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CONNECT PERSONAL MERCHANT ACCOUNT

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

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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.

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CREATE AND EDIT EDITOR BRAND RESOURCE

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

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CREATE AND EDIT GENERAL BRAND RESOURCE

Create or replace the general settings for an existing brand.

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CREATE API EVENT SUBSCRIPTION

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

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CREATE BRAND

Create a brand from the supplied documented branding settings.

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CREATE BRAND FROM TEMPLATE FILE

Create a brand by uploading a JSON branding template file.

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CREATE CONTACT GROUP

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

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CREATE CRM CONTACT

Create one CRM contact from the supplied contact payload.

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CREATE DOCUMENT EMBEDDED EDITOR LINK

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

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CREATE DOCUMENT EMBEDDED INVITE

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

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CREATE DOCUMENT EMBEDDED INVITE LINK

Generate a signing link for an existing document embedded invite.

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CREATE DOCUMENT EMBEDDED SENDING LINK

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

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CREATE DOCUMENT EMBEDDED VIEW LINK

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

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Create Document From Template

Generate a signable document copy from a SignNow template.

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Create Document Group

Create a document group from owned documents.

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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.

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CREATE DOCUMENT GROUP EMBEDDED INVITE

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

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CREATE DOCUMENT GROUP EMBEDDED INVITE LINK

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

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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.

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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.

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CREATE DOCUMENT GROUP FROM TEMPLATE

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

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CREATE DOCUMENT GROUP TEMPLATE

Create a reusable document group template from the supplied configuration.

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Create Document Signing Link

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

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CREATE EMAIL BRAND RESOURCE

Deprecated: create or update the combined legacy email brand resource. Migrate to the current typed email-general, email-logo, and email-invite resources.

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CREATE EMAIL FOOTER

Deprecated: create the organization's legacy email footer. Migrate email customization to the current organization brand email resources.

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CREATE EMAIL LOGO BRAND RESOURCE

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

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CREATE EVENT SUBSCRIPTION

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

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CREATE FOLDER

Create a folder under an existing SignNow folder.

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CREATE FREEFORM INVITE

Create and send a FreeForm invite for a document group.

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CREATE GROUP TEMPLATE FROM DOCUMENT GROUP

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

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CREATE LEGACY EVENT SUBSCRIPTION

Deprecated: create a Webhooks 1.0 subscription. Migrate to the current POST /v2/event-subscriptions endpoint.

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CREATE LOGO BRAND RESOURCE

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

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CREATE ORGANIZATION

Create an organization from the supplied organization settings.

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CREATE ORGANIZATION BRAND

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

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CREATE ORGANIZATION EDITOR BRAND RESOURCE

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

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CREATE ORGANIZATION EMAIL BRAND RESOURCE

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

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CREATE ORGANIZATION GENERAL BRAND RESOURCE

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

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CREATE ORGANIZATION LOGO BRAND RESOURCE

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

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CREATE SCHEDULED INVITE

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

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CREATE TEAM

Create a team from the supplied team settings.

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Create Template

Create a template by flattening an existing SignNow document.

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DEACTIVATE EVENT SUBSCRIPTION

Set an existing event subscription inactive without deleting its configuration.

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DECLINE GROUP INVITE

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

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DECLINE INVITE TO ORGANIZATION

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

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DECLINE TO SIGN A FIELD INVITE

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

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DELETE BRAND

Delete one brand by its 40-character brand ID.

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DELETE CONTACT GROUP

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

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DELETE CRM CONTACT

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

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DELETE DOCUMENT

Delete one existing document by ID.

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DELETE DOCUMENT EMBEDDED INVITES

Delete all active embedded invites for a document.

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Delete Document Group

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

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DELETE DOCUMENT GROUP EMBEDDED INVITES

Delete all active embedded invites for a document group.

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DELETE EDITOR BRAND RESOURCE

Remove the editor-specific settings from one brand.

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DELETE EMAIL CANCELED RESOURCE

Remove the canceled-invite email settings from one brand.

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DELETE EMAIL COMPLETED RESOURCE

Remove the completed-invite email settings from one brand.

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DELETE EMAIL GENERAL RESOURCE

Remove the general email settings shared by a specific brand.

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DELETE EMAIL INVITE RESOURCE

Remove the invitation email settings from one brand.

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DELETE EMAIL LOGO BRAND RESOURCE

Remove the email logo resource from one brand.

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DELETE EMAIL REASSIGN RESOURCE

Remove the reassignment email settings from one brand.

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DELETE EMAIL REMINDER RESOURCE

Remove the reminder email settings from one brand.

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DELETE EMPTY TRASH BIN FOLDER

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

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DELETE EVENT SUBSCRIPTION

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

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DELETE FOLDER

Delete an existing SignNow folder.

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DELETE FREEFORM SIGNED CC EMAIL BRANDING

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

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DELETE GENERAL BRAND RESOURCE

Remove the general branding settings from one brand.

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DELETE INVITE CC EMAIL BRANDING

Remove the invite CC email settings from one brand.

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DELETE INVITE COMPLETED CC EMAIL BRANDING

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

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Delete Legacy Brand Resource

Deprecated: delete one general, editor, logo, or email resource from a legacy brand. Migrate to the current resource-specific delete endpoint.

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DELETE LEGACY EVENT SUBSCRIPTION

Deprecated: delete a legacy Webhooks 1.0 event subscription. Migrate to DELETE /v2/event-subscriptions/{subscription_id}.

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DELETE LOGO BRAND RESOURCE

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

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DELETE MERCHANT ACCOUNT

Delete a merchant account connected to a SignNow organization.

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DELETE ORGANIZATION

Delete one organization by ID.

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Delete Organization Brand

Delete one brand owned by an organization.

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DELETE ORGANIZATION EDITOR BRAND RESOURCE

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

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DELETE ORGANIZATION EMAIL BRAND RESOURCE

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

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DELETE ORGANIZATION GENERAL BRAND RESOURCE

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

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DELETE ORGANIZATION LOGO

Delete the logo configured for an organization.

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DELETE ORGANIZATION LOGO BRAND RESOURCE

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

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DELETE PERSONAL MERCHANT ACCOUNT

Disconnect a merchant account from the current SignNow user.

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DELETE REASSIGN CC EMAIL BRANDING

Remove the reassignment CC email settings from one brand.

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DELETE SEND INVITE BRAND RESOURCE

Delete the send-invite branding resource from a brand.

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DELETE SMART FIELDS FROM TEMPLATE

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

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DELETE STEP COMPLETED CC EMAIL BRANDING

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

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DELETE TEAM

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

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DELETE USER FROM TEAM

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

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Demote Team Admin

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

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DISABLE TEAM DOCUMENTS FOLDER

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

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DOWNLOAD DOCUMENT

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

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DOWNLOAD DOCUMENT ATTACHMENT

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

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Download Document Group

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

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Duplicate Document Group

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

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DUPLICATE DOCUMENT GROUP TEMPLATE

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

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Duplicate Template

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

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ENABLE TEAM DOCUMENTS FOLDER

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

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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.

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EXPORT LAST ACTIVITY OF MEMBERS

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

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EXPORT LAST LOGINS OF MEMBERS

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

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EXPORT PAID REQUEST LOGS

Export filtered paid request logs as a streamed XLSX file.

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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.

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GET ACCESS TOKEN METADATA

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

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GET BRAND

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

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GET BRAND ASSIGNED TO ORGANIZATION

Return the brand currently assigned to a specific organization.

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GET BRAND OF APPLICATION

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

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GET BRAND OF DOCUMENT

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

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GET BRAND OF DOCUMENT GROUP

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

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GET BRAND TEMPLATE FILE

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

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GET CALLBACK DETAILS BY ID

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

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GET CONTACT GROUP

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

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GET CRM CONTACT DETAILS

Return one CRM contact's details by contact ID.

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GET DECLINED FIELD INVITE

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

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GET DOCUMENT

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

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GET DOCUMENT DOWNLOAD LINK

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

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Get Document Generation Status

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

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Get Document Group

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

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Get Document Group Details

Return detailed version 2 information for a document group.

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GET DOCUMENT GROUP HISTORY

Return the recorded history events for one document group.

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GET DOCUMENT GROUP INVITE

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

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GET DOCUMENT HISTORY

Return the recorded history events for one document.

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GET DOCUMENT METADATA

Return the metadata entries attached to one document.

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GET EDITOR BRAND RESOURCE

Return the editor-specific settings configured for one brand.

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GET EMAIL BRAND RESOURCE

Deprecated: return the combined legacy email brand resource. Migrate to the current typed email-general, email-logo, and email-invite resources.

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GET EMAIL CANCELED RESOURCE

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

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GET EMAIL COMPLETED RESOURCE

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

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GET EMAIL FOOTER TEXT

Deprecated: return one legacy organization email footer. Migrate email customization to the current organization brand email resources.

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GET EMAIL GENERAL RESOURCE

Return the general email settings shared by one brand.

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GET EMAIL INVITE RESOURCE

Return the invitation email settings configured for one brand.

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GET EMAIL LOGO BRAND RESOURCE

Download a brand's email logo image.

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GET EMAIL REASSIGN RESOURCE

Return the reassignment email settings configured for one brand.

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GET EMAIL REMINDER RESOURCE

Return the reminder email settings configured for one brand.

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Get Event Subscription Details

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

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GET FOLDER BY ID

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

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GET FREEFORM SIGNED CC EMAIL BRANDING

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

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GET GENERAL BRAND RESOURCE

Return the general branding settings configured for one brand.

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GET INVITE CC EMAIL BRANDING

Return the invite CC email settings configured for one brand.

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GET INVITE COMPLETED CC EMAIL BRANDING

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

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Get Legacy Brand Resource

Deprecated: return one general, editor, logo, or email resource for a legacy brand. Migrate to the current resource-specific endpoint.

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GET LOGO BRAND RESOURCE

Download a brand's logo image.

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GET MERCHANT ACCOUNT

Retrieve a specific merchant account connected to a SignNow organization.

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GET MONTHLY REQUEST TOTALS

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

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GET ORGANIZATION ACTIVITY

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

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Get Organization Brand

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

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GET ORGANIZATION EDITOR BRAND RESOURCE

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

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GET ORGANIZATION EMAIL BRAND RESOURCE

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

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GET ORGANIZATION GENERAL BRAND RESOURCE

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

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GET ORGANIZATION LOGO BRAND RESOURCE

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

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GET ORGANIZATION SETTINGS

Return the settings configured for an organization.

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GET PAID REQUEST TOTALS

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

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GET PERSONAL MERCHANT ACCOUNT

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

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GET REASSIGN CC EMAIL BRANDING

Return the reassignment CC email settings configured for one brand.

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GET REQUEST LOG

Return one API request log by its request ID.

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GET SEND INVITE BRAND RESOURCE

Return the send-invite settings configured for one brand.

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GET SMART FIELDS FROM TEMPLATE

Return the smart-field definitions configured on one template.

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GET STEP COMPLETED CC EMAIL BRANDING

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

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GET TEAM

Return one team's details by team ID.

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GET TEAM INVITE

Return one team invitation by its invitation request ID.

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GET USER DETAILS

Return details for the connected SignNow user.

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Get User Role For Template

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

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GET WELCOME MESSAGE

Return the current signing welcome message for the connected account.

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GRANT TEAM ADMIN PERMISSIONS

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

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IMPORT CRM CONTACTS IN BULK

Import CRM contacts in bulk from a CSV file.

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Import Template From DocuSign

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

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INVITE USER TO TEAM

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

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LIST ADMIN ORGANIZATIONS

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

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List Allowed Team Admins

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

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LIST API REQUEST LOGS

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

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LIST BRANDS

List every brand available to the connected account.

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LIST CALLBACKS

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

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LIST CALLBACKS BY EVENT SUBSCRIPTION

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

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LIST COMPLETED DOCUMENT FIELDS

Return field values from one completed document.

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LIST CONTACT GROUPS

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

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LIST CONTACT GROUPS FOR CONTACT

Return contact groups containing a CRM contact.

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LIST CONTACTS FROM GROUP

Return one page of contacts from a contact group.

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LIST CRM CONTACTS

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

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LIST CRM USERS

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

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LIST DOCUMENT FREE FORM INVITES

Retrieve one page of FreeForm invites for a document.

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LIST DOCUMENT GROUP RECIPIENTS

Return the recipients configured for one document group.

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List Document Group Template Recipients

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

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LIST DOCUMENT GROUP TEMPLATE ROLES

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

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LIST DOCUMENT GROUP TEMPLATES

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

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LIST DOCUMENT GROUP USERS

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

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List Document Groups

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

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LIST DOCUMENT GROUPS CREATED FROM TEMPLATE

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

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LIST DOCUMENT USERS

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

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List Documents From Template

Return one page of documents generated from a template.

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LIST EMAIL FOOTERS

Deprecated: return all legacy organization email footers. Migrate email customization to the current organization brand email resources.

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LIST EMAILS OF THE INVITE STEP

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

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LIST EVENT SUBSCRIPTIONS

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

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LIST FAVORITES

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

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LIST FOLDERS

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

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LIST FREE FORM INVITE DOCUMENTS

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

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List Legacy Event Subscriptions

Deprecated: list Webhooks 1.0 event subscriptions for the connected user. Migrate to the current GET /v2/event-subscriptions endpoint.

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LIST MEMBERS LAST LOGINS

Return the last-login audit records for organization members.

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List Metadata of Document Group

Return the documented metadata response for a document group.

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LIST MODIFIED DOCUMENTS

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

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LIST ORGANIZATION ADMINS

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

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List Organization Brands

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

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LIST ORGANIZATION MEMBERS

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

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LIST ORGANIZATION USER DOCUMENTS

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

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List Paid Request Logs

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

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LIST PENDING DOCUMENT GROUP INVITES

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

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List Pinned Templates

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

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List Team Admins

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

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LIST TEAM DOCUMENT GROUP TEMPLATES

Deprecated: return one page of document group templates shared with a team. SignNow recommends listing the contents of the relevant team folders instead.

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List Team Members

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

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List Template Recipients

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

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LIST USER DOCUMENTS

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

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LIST USER TEAMS

List the teams associated with the connected SignNow user.

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LIST USERS ACTIVITY

Return document activity statistics for users in an organization.

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LIST USERS BY CONTACT

Return users connected to a CRM contact.

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MARK DOCUMENT AS FAVORITE

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

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MARK DOCUMENT GROUP AS FAVORITE

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

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MERGE DOCUMENTS

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

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MOVE DOCUMENT

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

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Move Document Group

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

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MOVE DOCUMENT GROUP TEMPLATE

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

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MOVE DOCUMENTS IN BULK

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

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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.

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PREFILL SMART FIELDS

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

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PREFILL TEXT FIELDS

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

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Remove Access To Template

Revoke a user's access to a shared template.

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REMOVE ADMIN MODERATOR

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

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REMOVE CONTACT FROM GROUP

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

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REMOVE DOCUMENT FROM FAVORITES

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

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REMOVE DOCUMENT GROUP FROM FAVORITES

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

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Remove Metadata from Document Group

Delete every metadata entry attached to one document group.

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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.

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Remove Team Admin

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

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Rename Document Group

Replace the name of one existing document group.

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RENAME FOLDER

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

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RENAME ORGANIZATION

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

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RENAME TEAM

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

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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.

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RESEND CALLBACK

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

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RESEND DOCUMENT GROUP INVITE

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

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RESEND EMAIL INVITE

Resend the email invitation for a specific field invite request.

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RESEND FREEFORM INVITE

Resend a document-group FreeForm invite to one signer.

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RESET WELCOME MESSAGE TO DEFAULT

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

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RESPOND TO ORGANIZATION ADMIN INVITE

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

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RESPOND TO TEAM INVITE

Accept or decline invitation to a team.

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Revoke Shared Contact Access

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

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SEARCH DOCUMENTS TEMPLATES AND GROUPS

Search for documents, templates, and document groups.

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Send Bulk Template Invite

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

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SEND DOCUMENT GROUP BY EMAIL

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

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SEND DOCUMENT GROUP INVITE

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

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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.

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SEND DOCUMENT SMS INVITE

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

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SEND FAX

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

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SEND GROUP PAYMENT INVITE

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

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SEND SCHEDULED INVITE

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

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SET ALLOWED TEAM ADMIN

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

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SHARE CONTACT WITH OTHER USERS

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

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SHARE DOCUMENT

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

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SHARE DOCUMENT GROUP

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

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SHARE DOCUMENT GROUP TEMPLATE

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

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SHARE TEAM DOCUMENT GROUP TEMPLATE

Deprecated: share a document group template with a team. SignNow recommends moving the template into a team folder or subfolder instead.

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Share Template

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

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TERMINATE ACCESS TOKEN

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

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UNASSIGN BRAND

Deprecated: remove a brand through the generic assignment route. Migrate to DELETE /v2/applications/{application_id}/brand.

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UNASSIGN BRAND FROM APPLICATION

Remove the direct brand assignment from an application.

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UNASSIGN BRAND FROM DOCUMENT

Remove the direct brand assignment from a document.

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UNASSIGN BRAND FROM DOCUMENT GROUP

Remove the direct brand assignment from a document group.

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UNASSIGN BRAND FROM ORGANIZATION

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

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UNSHARE DOCUMENT FROM ALL USERS

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

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UNSHARE DOCUMENT FROM USER

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

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UNSHARE DOCUMENT GROUP FROM ALL USERS

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

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UNSHARE DOCUMENT GROUP FROM USER

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

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UNSHARE DOCUMENT GROUP TEMPLATE FROM USER

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

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UNSHARE GROUP TEMPLATE FROM ALL USERS

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

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UNSHARE TEAM DOCUMENT GROUP TEMPLATE

Deprecated: remove a document group template from a team. SignNow recommends moving the template back to a personal folder instead.

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Update Brand

Update the name of an existing brand.

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UPDATE CANCELED INVITE EMAIL BRANDING

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

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UPDATE COMPLETED INVITE EMAIL BRANDING

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

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UPDATE CONTACT GROUP

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

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UPDATE CRM CONTACT

Update one existing CRM contact from the supplied contact payload.

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UPDATE DOCUMENT

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

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Update Document Group

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

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UPDATE DOCUMENT GROUP INVITE

Irreversibly update one step of a specific document group invite.

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UPDATE DOCUMENT GROUP RECIPIENTS

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

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UPDATE DOCUMENT GROUP ROLE

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

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UPDATE DOCUMENT GROUP TEMPLATE

Update one document group template from the supplied template settings.

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UPDATE DOCUMENT GROUP TEMPLATE RECIPIENTS

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

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UPDATE DOCUMENT GROUP TEMPLATE ROLE

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

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UPDATE EMAIL FOOTER

Deprecated: update one legacy organization email footer. Migrate email customization to the current organization brand email resources.

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UPDATE EMAIL LOGO FROM URL

Add and update email logo for brand from URL.

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UPDATE EVENT SUBSCRIPTION

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

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UPDATE FREEFORM SIGNED CC EMAIL BRANDING

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

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UPDATE INVITE CC EMAIL BRANDING

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

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UPDATE INVITE COMPLETED CC EMAIL BRANDING

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

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UPDATE INVITE EMAIL BRANDING

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

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UPDATE ORGANIZATION ADMIN ROLE

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

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Update Organization Brand

Update the name of one brand owned by an organization.

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UPDATE ORGANIZATION SETTINGS

Update one named organization setting.

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UPDATE REASSIGN CC EMAIL BRANDING

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

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UPDATE REASSIGN EMAIL BRANDING

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

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UPDATE REMINDER EMAIL BRANDING

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

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Update Role For Template

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

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UPDATE SCHEDULED INVITE

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

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UPDATE SIGNING WELCOME MESSAGE

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

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UPDATE STEP COMPLETED CC EMAIL BRANDING

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

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UPDATE TEAM INVITE STATUS

Update the status of a waiting team invite.

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Update Template Recipients

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

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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.

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UPLOAD DOCUMENT

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

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UPLOAD DOCUMENT FROM URL

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

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UPLOAD DOCUMENT WITH TAGS

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

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UPLOAD ORGANIZATION LOGO

Upload an image file as the organization logo.

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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.

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UPSERT SEND INVITE BRANDING

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

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How the SignNow integration works

The SignNow integration connects your Dench AI CRM directly to SignNow, so agents can read and act on your SignNow data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

333 actions are available for agents to invoke on your behalf. Every call runs through SignNow's own authorization, scoped to the account you connect.

Set up SignNow in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find SignNow and click Connect — you'll authorize access through SignNow's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use SignNow in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the SignNow integration work with Dench?

The Dench SignNow integration connects your AI CRM to SignNow, so AI agents can work with your SignNow data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with SignNow via Dench?

The SignNow integration currently exposes 333 actions, including ACCEPT INVITE TO ORGANIZATION, ACTIVATE DEACTIVATE ALLOWED TEAM ADMINS, ACTIVATE EVENT SUBSCRIPTION, ADD AND CHANGE LOGO FROM URL, ADD AND EDIT EMAIL GENERAL BRANDING, and ADD CONTACT TO GROUP. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect SignNow to Dench?

No. You connect SignNow from your Dench workspace using SignNow's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the SignNow integration secure?

Connections are authorized through SignNow's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the SignNow connection from your workspace settings at any time.

SignNow | Dench AI CRM