Signnow and HighLevel Integration

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Automate HighLevel client onboarding: trigger Signnow document sends and track completion status visually in Latenode. Customize notifications and logic with JavaScript for advanced workflows, all at an affordable pay-per-execution price.

Signnow + HighLevel integration

Connect Signnow and HighLevel in minutes with Latenode.

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Automate your workflow

Swap Apps

Signnow

HighLevel

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Signnow and HighLevel

Create a New Scenario to Connect Signnow and HighLevel

In the workspace, click the β€œCreate 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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or HighLevel will be your first step. To do this, click "Choose an app," find Signnow or HighLevel, and select the appropriate trigger to start the scenario.

Add the Signnow Node

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

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Signnow

Configure the Signnow

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

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Signnow

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Connect Signnow

Sign In
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Run node once

Add the HighLevel Node

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

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HighLevel

Authenticate HighLevel

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

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HighLevel

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Connect HighLevel

Sign In
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Run node once

Configure the Signnow and HighLevel 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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HighLevel Oauth 2.0

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Select an action *

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The action ID

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Run node once

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

Most powerful ways to connect Signnow and HighLevel

Signnow + HighLevel + Google Sheets: When a document is signed in Signnow, the automation retrieves contact details from HighLevel and logs the completed document information in a Google Sheet for reporting purposes.

HighLevel + Signnow + Slack: When a HighLevel contact event triggers (e.g., a contact is updated), and if that contact has signed a document in Signnow, a notification is sent to a Slack channel.

Signnow and HighLevel integration alternatives

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.

About HighLevel

Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.

See how Latenode works

FAQ Signnow and HighLevel

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

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

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

Can I automate contract sending after a HighLevel opportunity stage change?

Yes, you can! Latenode's visual editor makes it easy. Trigger workflows on HighLevel updates and use Signnow to automatically send contracts, saving time and ensuring timely follow-ups.

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

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

  • Automatically creating Signnow signature requests from new HighLevel leads.
  • Updating HighLevel contact information when a Signnow document is completed.
  • Triggering HighLevel marketing campaigns after a Signnow document is signed.
  • Sending automated SMS notifications through HighLevel for pending signatures.
  • Generating personalized contracts in Signnow based on HighLevel opportunity data.

How secure is my Signnow data when using the Latenode integration?

Latenode uses secure authentication and encryption to protect your Signnow and HighLevel data during integration and workflow execution.

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

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

  • Complex Signnow templates might require advanced configuration in Latenode.
  • HighHighLevel API rate limits can impact the speed of some high-volume workflows.
  • Real-time data synchronization depends on the API availability of both platforms.

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