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SignNow Integration

A step by step guide to enabling the integration between TeamBridge and SignNow.

TeamBridge Support avatar
Written by TeamBridge Support
Updated over 2 months ago

SignNow is an electronic signature platform. Before setting up the integration, please ensure you have a SignNow account. Integrating with TeamBridge makes managing documents and credentialing simple, organized, and automatic. Refer to the steps below to find out how to connect your SignNow account to your TeamBridge account.

SignNow Configuration

1. Click on the charger icon on the bottom left (if you don’t see it, click the nine dots first)

2. Click Add Application

3. Enter TeamBridge as the Application Name

4. Click on the three dots beside the new application and select Details for the SignNow Integration information required

TeamBridge Configuration

  1. Click on the username on the bottom left and select Settings

2. Click on Integrations on the left side

3. Under the Documents section, select SignNow

4. Enter the API Key and Client ID

  1. ‘Client ID’ in TeamBridge = ‘Client ID’ in SignNow

  2. ‘API Key’ in TeamBridge = ‘Basic Authorization Token’ in SignNow

Please note: This next step, will redirect you to login to SignNow (client’s account credentials). Ensure you aren’t logged into a SignNow account prior to step 5 below.

5. Click Continue

Using the Integration

  1. Login to your SignNow account

  2. Select Documents on the top left

  3. Click Create > Template

  4. Choose a PDF document to upload

  5. Login to TeamBridge

  6. Click on the username on the bottom left

  7. Select Automations

  1. Click + Add New

  2. Add an Action

  3. Choose Create new entry > Documents

  4. Confirm that under File there’s an option to select the Template you just uploaded in DocuSign

Once you confirm the integration is working as expected, you can delete the automation on TeamBridge and the PDF template you uploaded on SignNow if they’re not needed.

Looking for another way to use the integration? Send out a SignNow envelope for teammates to sign electronically! When you assign the task, a link will automatically be emailed to the user. Once the document is signed, it’s immediately viewable from the task via the data link.

Have feedback on our integrations, want to request a new feature, or spotted a bug? Let us know on our Canny!

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