Instantly and Signnow Integration

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Automatically trigger signature requests in Signnow from new leads generated in Instantly. Scale your outreach and document workflows affordably on Latenode, using advanced logic and JavaScript to customize your lead nurturing process.

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Instantly

Signnow

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Instantly and Signnow

Create a New Scenario to Connect Instantly and Signnow

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Signnow will be your first step. To do this, click "Choose an app," find Instantly or Signnow, and select the appropriate trigger to start the scenario.

Add the Instantly Node

Select the Instantly node from the app selection panel on the right.

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Instantly

Configure the Instantly

Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Instantly

Sign In

Run node once

Add the Signnow Node

Next, click the plus (+) icon on the Instantly node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.

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Authenticate Signnow

Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.

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Sign In

Run node once

Configure the Instantly and Signnow Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Instantly and Signnow Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Instantly, Signnow, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Signnow integration works as expected. Depending on your setup, data should flow between Instantly and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Instantly and Signnow

Instantly + Signnow + Slack: When a new lead is detected in Instantly, a contract is automatically sent via SignNow. Upon sending the contract, a notification is sent to the sales team in Slack.

Signnow + Instantly + Google Sheets: When a document is signed in SignNow, the lead's information from Instantly is retrieved and added to a Google Sheet for tracking and analysis.

Instantly and Signnow integration alternatives

About Instantly

Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.

About Signnow

Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.

See how Latenode works

FAQ Instantly and Signnow

How can I connect my Instantly account to Signnow using Latenode?

To connect your Instantly account to Signnow on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Instantly and click on "Connect".
  • Authenticate your Instantly and Signnow accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send signed documents for follow-up campaigns?

Yes, you can! Latenode’s advanced logic lets you trigger Instantly campaigns upon document signing in Signnow, streamlining outreach and boosting engagement effectively.

What types of tasks can I perform by integrating Instantly with Signnow?

Integrating Instantly with Signnow allows you to perform various tasks, including:

  • Automatically send a contract for signature after a lead is added to Instantly.
  • Update lead status in Instantly when a document is fully signed in Signnow.
  • Create personalized follow-up email sequences based on signing activity.
  • Archive signed documents to a designated cloud storage folder automatically.
  • Generate reports on document signing progress linked to Instantly campaigns.

HoweasilycanImonitorInstantlycampaignperformanceinLatenode?

Latenode offers a unified dashboard to monitor Instantly campaigns and trigger actions in Signnow based on campaign metrics using no-code or custom JavaScript.

Are there any limitations to the Instantly and Signnow integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex workflows might require some JavaScript knowledge for advanced customization.
  • Rate limits of Instantly and Signnow APIs may affect high-volume automation.
  • Changes to Instantly or Signnow API structure can temporarily disrupt workflows.

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