Connect Outlign and SignNow

Both apps 37Outlign 21SignNow 16

• Trigger
  Milestone Created

  Triggers when a new milestone is created.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Section Updated

  Triggers when a section / phase is updated.

• Trigger
  Task Completed

  Triggers when a task is marked as completed.

• Trigger
  Task Due Date Updated

  Triggers when a task's due date is updated.

• Action
  Create Client

  Creates a new client.

• Action
  Create Milestone

  creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).

• Action
  Create Project

  Creates a new project from scratch.

• Action
  Create Section

  Creates a new section / phase in a project.

• Action
  Create Task

  Creates a new task in a project.

• Action
  Find Client

  Finds a client by name.

• Action
  Find Project

  Finds a project by name within a specific client.

• Action
  Find Section

  Finds sections / phases by title within a specific project.

• Action
  Find Task

  Finds tasks by title within a specific section.

• Action
  Get Milestone

  Returns a milestone with its title, due date, description, color and project.

• Action
  Update Milestone

  updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.

• Action
  Update Section

  updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.

• Action
  Update Task

  updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.

• Trigger
  Document Deleted

  Triggers when a document has been deleted.

• Trigger
  Document Updated

  Triggers when a document has been updated.

• Trigger
  New Document

  Triggers when a document has been uploaded to SignNow.

• Action
  Add signing link

  Creates a single signing link (and QR code) for a SignNow document or template so anyone with the link can sign it.

• Action
  Add template

  Creates a template in SignNow from an existing document. The source document is flattened into a reusable template.

• Action
  Delete document

  Deletes a document from the SignNow account.

• Action
  Download document

  Downloads a SignNow document as a PDF, or as a zip that also includes its attachments.

• Action
  Get document

  Get a document by id.

• Action
  Invite to Sign

  Sends a free form invite to sign an existing SignNow document that has no fields; the signer can place their signature anywhere on the document.

• Action
  List documents

  Lists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting.

• Action
  List signing links

  Lists the signing links created for a document or template.

• Action
  Merge documents

  Merges existing SignNow documents into one new document.

• Action
  Resend invite

  Resends the email invite to sign a document to a signer who has not yet signed.

• Action
  Update Document

  edits an existing document (e.g. adds or updates fields/texts), which fires the user.document.update event without sending an invite (avoids the daily invite limit).

• Action
  Upload Document

  Uploads a file to the SignNow account and returns the new document's ID.

• Action
  Upload Document & Extract Fields

  Uploads a .doc, .docx or .pdf file to SignNow and converts its text tags (and optionally its fillable PDF fields) into SignNow fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.