Connect Optform and SignNow to Build Intelligent Automations
Choose a Trigger
When this happens...
Receives New Form Submission
Choose an Action
Automatically do this!
Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
Ready to use Optform and SignNow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
User Document Delete
Trigger when a user document delete.
User Document Create
Trigger when user document create.
User Document Open
Trigger when user document open.
User Document Update
Trigger when a user document update.
User Document Complete
Trigger when a user document complete.
Do thisActions
Action is the task that follows automatically within your Optform integrations.
Create Organization
This action create New Organization.
Rename Organization
This action rename the Organization name.
Delete organization
This action delete an organization.
Create Template
Convert an existing document into a reusable, named template for future use.
Download Document PDF
This action download the PDF of a SignNow document.
Get Document Download Link
This action return one-time use URL for anyone to download the document as a PDF.
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Frequently Asked Questions
To start, connect both your Optform and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Optform data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Optform and SignNow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Optform and SignNow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn MoreAbout SignNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
Learn More
