Braintree integration with SignNow
How to Send invites to sign a SignNow document for each new transaction in Braintree
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send invites to sign a SignNow document for each new transaction in Braintree" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SignNow integrations
SignNow actions
Nekton can use any feature that is available in SignNow API.
Using our advanced AI, you can easily create custom automations for SignNow.
Here are some typical actions you can do in your automated workflows.
Cancel Invite to Sign and Delete Document
Revokes an invite to sign. Optionally can delete a document.
Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected
template and sends an invite to one or multiple signers.
Upload Document
Uploads a new document.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected
template and sends an invite to a signer.
Invite to Sign
Sends an email with the invite to sign a document.
About SignNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.