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317 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

ACCEPT INVITE TO ORGANIZATIONSIGN_NOW_ACCEPT_INVITE_TO_ORGANIZATION
Accept a pending organization invitation for the specified organization and member.
ACTIVATE DEACTIVATE ALLOWED TEAM ADMINSSIGN_NOW_ACTIVATE_DEACTIVATE_ALLOWED_TEAM_ADMINS
Activate or deactivate one allowed team admin in an organization.
ACTIVATE EVENT SUBSCRIPTIONSIGN_NOW_ACTIVATE_EVENT_SUBSCRIPTION
Set an existing event subscription active by its 40-character subscription ID.
ADD AND CHANGE LOGO FROM URLSIGN_NOW_ADD_AND_CHANGE_LOGO_FROM_URL
Add or replace a brand logo using an image URL.
ADD AND EDIT EMAIL GENERAL BRANDINGSIGN_NOW_ADD_AND_EDIT_EMAIL_GENERAL_BRANDING
Add or update general branding used for all email types on a brand.
ADD CONTACT TO GROUPSIGN_NOW_ADD_CONTACT_TO_GROUP
Add an existing CRM contact to a specific contact group without creating either resource.
ADD CUSTOM HISTORY EVENTSIGN_NOW_ADD_CUSTOM_HISTORY_EVENT
Add a custom document-history event that may remain in SignNow audit history after the document is deleted.
ADD DOCUMENT METADATASIGN_NOW_ADD_DOCUMENT_METADATA
Attach the supplied metadata fields to one existing document.
ADD MEMBERSSIGN_NOW_ADD_MEMBERS
Invite a user by email to join a SignNow organization as a member.
Add Metadata to Document GroupSIGN_NOW_ADD_METADATA_TO_DOCUMENT_GROUP
Add documented metadata fields to a document group.
ADD MODERATOR OR ADMINSIGN_NOW_ADD_MODERATOR_OR_ADMIN
Invite a user by email to join a SignNow organization as an admin or moderator.
Add Organization Members BatchSIGN_NOW_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.
ADD SMART FIELDS TO TEMPLATESIGN_NOW_ADD_SMART_FIELDS_TO_TEMPLATE
Create smart fields on an existing template from a documented smart-field payload.
ADD TEMPLATE TO DOCUMENT GROUP TEMPLATESIGN_NOW_ADD_TEMPLATE_TO_DOCUMENT_GROUP_TEMPLATE
Attach a template described in the request body to an existing document group template.
Assign Brand to EntitySIGN_NOW_ASSIGN_BRAND_TO_ENTITY
Assign a brand to an application, document, document group, or organization using the entity's current endpoint.
Assign Legacy BrandSIGN_NOW_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.
Cancel Document Field InviteSIGN_NOW_CANCEL_DOCUMENT_FIELD_INVITE
Cancel the outstanding field invite for a document and record the cancellation reason.
CANCEL DOCUMENT GROUP INVITESIGN_NOW_CANCEL_DOCUMENT_GROUP_INVITE
Irreversibly cancel one invite identified within a specific document group.
CANCEL FREEFORM INVITESIGN_NOW_CANCEL_FREEFORM_INVITE
Cancel a document FreeForm invite with an optional reason.
CANCEL INVITE FOR ONE SIGNERSIGN_NOW_CANCEL_INVITE_FOR_ONE_SIGNER
Cancel a document-group FreeForm invite for one signer.
CANCEL INVITES FOR ALL SIGNERSSIGN_NOW_CANCEL_INVITES_FOR_ALL_SIGNERS
Cancel a document-group FreeForm invite for every signer.
CANCEL SCHEDULED INVITESIGN_NOW_CANCEL_SCHEDULED_INVITE
Delete the active scheduled invite for a document or document group before it is sent.
CHANGE TEAM PRIMARY ADMINSIGN_NOW_CHANGE_TEAM_PRIMARY_ADMIN
Transfer a team's primary administrator role to an existing member by user ID.
CONNECT ORGANIZATION MERCHANT ACCOUNTSIGN_NOW_CONNECT_ORGANIZATION_MERCHANT_ACCOUNT
Connect a SignNow organization to a Stripe or Stripe Connect merchant account.
CONNECT PERSONAL MERCHANT ACCOUNTSIGN_NOW_CONNECT_PERSONAL_MERCHANT_ACCOUNT
Connect the current SignNow user to a Stripe or Stripe Connect merchant account.
Correct Document Group InviteSIGN_NOW_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 RESOURCESIGN_NOW_CREATE_AND_EDIT_EDITOR_BRAND_RESOURCE
Create or replace the editor-specific settings for an existing brand.
CREATE AND EDIT GENERAL BRAND RESOURCESIGN_NOW_CREATE_AND_EDIT_GENERAL_BRAND_RESOURCE
Create or replace the general settings for an existing brand.
CREATE API EVENT SUBSCRIPTIONSIGN_NOW_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 BRANDSIGN_NOW_CREATE_BRAND
Create a brand from the supplied documented branding settings.
CREATE BRAND FROM TEMPLATE FILESIGN_NOW_CREATE_BRAND_FROM_TEMPLATE_FILE
Create a brand by uploading a JSON branding template file.
CREATE CONTACT GROUPSIGN_NOW_CREATE_CONTACT_GROUP
Create a CRM contact group from the supplied group settings; contacts are added separately.
CREATE CRM CONTACTSIGN_NOW_CREATE_CRM_CONTACT
Create one CRM contact from the supplied contact payload.
CREATE DOCUMENT EMBEDDED EDITOR LINKSIGN_NOW_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 INVITESIGN_NOW_CREATE_DOCUMENT_EMBEDDED_INVITE
Create an embedded signing invite for a document, including signer and optional approver settings.
CREATE DOCUMENT EMBEDDED INVITE LINKSIGN_NOW_CREATE_DOCUMENT_EMBEDDED_INVITE_LINK
Generate a signing link for an existing document embedded invite.
CREATE DOCUMENT EMBEDDED SENDING LINKSIGN_NOW_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 LINKSIGN_NOW_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 TemplateSIGN_NOW_CREATE_DOCUMENT_FROM_TEMPLATE
Generate a signable document copy from a SignNow template.
Create Document GroupSIGN_NOW_CREATE_DOCUMENT_GROUP
Create a document group from owned documents.
CREATE DOCUMENT GROUP EMBEDDED EDITOR LINKSIGN_NOW_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 INVITESIGN_NOW_CREATE_DOCUMENT_GROUP_EMBEDDED_INVITE
Create ordered embedded signing or approval invites for documents in a document group.
CREATE DOCUMENT GROUP EMBEDDED INVITE LINKSIGN_NOW_CREATE_DOCUMENT_GROUP_EMBEDDED_INVITE_LINK
Generate a signing link for one recipient of a document-group embedded invite.
CREATE DOCUMENT GROUP EMBEDDED SENDING LINKSIGN_NOW_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 LINKSIGN_NOW_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 TEMPLATESIGN_NOW_CREATE_DOCUMENT_GROUP_FROM_TEMPLATE
Instantiate a new document group from a document group template's unique ID.
CREATE DOCUMENT GROUP TEMPLATESIGN_NOW_CREATE_DOCUMENT_GROUP_TEMPLATE
Create a reusable document group template from the supplied configuration.
Create Document Signing LinkSIGN_NOW_CREATE_DOCUMENT_SIGNING_LINK
Create a document signing link and QR code, optionally adding documented smart-field values to its redirect URI.
CREATE EMAIL BRAND RESOURCESIGN_NOW_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.
CREATE EMAIL FOOTERSIGN_NOW_CREATE_EMAIL_FOOTER
Deprecated: create the organization's legacy email footer. Migrate email customization to the current organization brand email resources.
CREATE EMAIL LOGO BRAND RESOURCESIGN_NOW_CREATE_EMAIL_LOGO_BRAND_RESOURCE
Create or replace a brand's email logo from an uploaded image file.
CREATE EVENT SUBSCRIPTIONSIGN_NOW_CREATE_EVENT_SUBSCRIPTION
Create a legacy event subscription from the supplied event and callback settings.
CREATE FOLDERSIGN_NOW_CREATE_FOLDER
Create a folder under an existing SignNow folder.
CREATE FREEFORM INVITESIGN_NOW_CREATE_FREEFORM_INVITE
Create and send a FreeForm invite for a document group.
CREATE GROUP TEMPLATE FROM DOCUMENT GROUPSIGN_NOW_CREATE_GROUP_TEMPLATE_FROM_DOCUMENT_GROUP
Create a reusable template from one existing document group and the supplied template settings.
CREATE LEGACY EVENT SUBSCRIPTIONSIGN_NOW_CREATE_LEGACY_EVENT_SUBSCRIPTION
Deprecated: create a Webhooks 1.0 subscription. Migrate to the current POST /v2/event-subscriptions endpoint.
CREATE LOGO BRAND RESOURCESIGN_NOW_CREATE_LOGO_BRAND_RESOURCE
Upload an image file as a brand's logo resource.
CREATE ORGANIZATIONSIGN_NOW_CREATE_ORGANIZATION
Create an organization from the supplied organization settings.
CREATE ORGANIZATION BRANDSIGN_NOW_CREATE_ORGANIZATION_BRAND
Create a brand owned by a specific organization from the supplied settings.
CREATE ORGANIZATION EDITOR BRAND RESOURCESIGN_NOW_CREATE_ORGANIZATION_EDITOR_BRAND_RESOURCE
Set editor-specific branding for a brand owned by a specific organization.
Showing the first 60 of 317 actions.