Connect Aplos and SignNow

Both apps 30Aplos 16SignNow 14

• Trigger
  New contact

  Triggers when a new contact (a donor, individual or company) is added in Aplos.

• Trigger
  New contribution

  Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.

• Trigger
  New or updated contact

  Triggers when a contact (a donor, individual or company) is added or changed in Aplos.

• Action
  Add contribution

  Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.

• Action
  Add payable

  Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.

• Action
  Add transaction

  Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.

• Action
  Find contacts

  Returns the contacts that match the specified name, email, type or last-updated time.

• Action
  Find contributions

  Returns contributions (donation records) that match the specified contact, name and date criteria.

• Action
  Find transactions

  Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).

• Action
  Get contact

  Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.

• Action
  Get contribution

  Retrieve a single Aplos contribution record by its ID.

• Action
  Get payable

  Retrieves a single payable (bill) by its id.

• Action
  Get transaction

  Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.

• Action
  List accounts

  Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.

• Action
  List funds

  Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.

• Action
  List purposes

  Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.

• Trigger
  Document Deleted

  Triggers when a document has been deleted.

• 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
  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.