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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Fetch Email Open, Click and Unsubscribe Activities" from AgentMethods.

Add your action

An action happens after the trigger—such as "Cancel Invite to Sign and Delete Document" in SignNow.

You’re connected!

Zapier seamlessly connects AgentMethods and SignNow, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Filter Activities
  Required
Trigger
Instant
Try It
New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Source
Action
Write
- Template
- Return PDF of Document
  Required
- Return Document History
  Required
- Return ZIP
  Required
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It

- Document
  Required
- Action
  Required
Action
Write
- Template
- Document Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write

- File
  Required
- Document Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
Try It
Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- create contact if it doesn't exist
  Required
- Source
Action
Write
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Template
- Document Name
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- Document
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- File
  Required
- Document Name
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect AgentMethods and SignNow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AgentMethods to SignNow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AgentMethods

AgentMethods is a website and online marketing platform built for independent insurance agents.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.