Connect SegMetrics and SignNow

Both apps 31SegMetrics 15SignNow 16

• Trigger
  New Contact in Report

  Triggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).

• Action
  Add or Update a Contact

  Adds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.

• Action
  Add or Update an Order

  Adds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.

• Action
  Add or Update Product

  Adds a product to a SegMetrics integration, or updates it when the product ID already exists.

• Action
  Add or Update Subscription

  Adds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.

• Action
  Add Tag to Contact

  Adds one or more tags, by name, to a contact in a SegMetrics integration.

• Action
  Delete Contact

  Permanently deletes a contact, by contact ID or email, from a SegMetrics integration.

• Action
  Delete Order

  Permanently deletes an order (invoice) from a SegMetrics integration.

• Action
  Delete Subscription

  Permanently deletes a subscription from a SegMetrics integration.

• Action
  Get Contact

  Returns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.

• Action
  Get Report Data

  Returns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.

• Action
  List Report Contacts

  Returns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.

• Action
  Record Ad Performance

  Records one day of performance (spend, clicks, impressions) for an ad in SegMetrics.

• Action
  Remove Tag From Contact

  Removes one or more tags, by name, from a contact in a SegMetrics integration.

• Action
  Run Report Query

  Runs an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.

• 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.