---
title: "Send SignNow Template"
url: "https://docs.signnow.com/docs/apex-send-template"
type: "page"
section: "Integrations"
slug: "apex-send-template"
---

# Send SignNow Template

# Apex action: Send SignNow Template

> Before configuring this Apex action, review the [prerequisites](/docs/salesforce-apex-actions#prerequisites) for SignNow Apex actions and complete the required setup steps.

The **Send SignNow Template** action allows users to send a specific template for signature based on Salesforce events.

For example, let’s configure the template to be sent when the Account name is changed.

## Step 1. Configure the flow trigger

Go to **Flows > New Flow.**

![apex_new_flow.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_new_flow.png)

Select **Start From Scratch** or **Use a Template**. Click **Next**.

![apex_from_scratch.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_from_scratch.png)

Select the flow type. In this example, we will create a **Record-Triggered Flow**. Click **Create**.

![apex_record_triggered.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_record_triggered.png)

Configure the flow trigger:

- Select the object whose record triggers the flow. For our example, it is **Account**.
- Select when the flow should be triggered. For our example, `A record is updated`.
- Set entry conditions (condition requirements, record field, operator, and value). For our example, the condition field is `Account Name`, and the condition operator is `Is Changed`.
- Select how often the flow should run.
- Under **Optimize Flow for**, select **Actions and Related Records**. This is required for external callouts.

![apex_send_template_trigger.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_send_template_trigger.png)

## Step 2. Configure the Send SignNow Template action

Once the trigger settings are ready, click the **+** icon to add the SignNow action to the flow.

- Start typing *signnow* in the input field to display available SignNow actions. Select **Send SignNow Template**.

![apex_signnow_all_actions.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_signnow_all_actions.png)

Now, let’s configure the SignNow action.

- Enter an action label and brief description to help locate the flow.
- Specify the input values for the SignNow action. In our example, these are the record ID, the SignNow template ID, and the SignNow document flow ID (optional).
    - Enter the record ID which will trigger the action. For our example, it is **Triggering Account > Account ID**.
    - Enter the SignNow template ID that will be sent for signature.

    > Copy the template ID by going to the **SignNow Admin Tools** > **Templates** page.

    > To generate a document pre-filled with Salesforce data instead of sending a document group template, enter the ID of a document generation template. Copy it from the **SignNow Admin Tools** > **Document Generation** page. See [Document generation](/docs/salesforce-document-generation).

    - (Optional) Add the SignNow Document Flow ID. Switch the toggle to **Included** and enter the ID.

   > Copy the SignNow flow ID by going to the **SignNow Admin Tools** > **Document Flows** page. If you add the SignNow Document Flow ID, the template will be sent according to this pre-configured flow.

![apex_send_template_configuration.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_send_template_configuration.png)

- Once the configuration is ready, click **Save**.

- Add the flow label and short description. Click **Save** again.

![apex_send_template_save_flow.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_send_template_save_flow.png)

Click **Activate** in the top right corner of the screen to make the flow active.

The green **Active** label indicates that the flow has been successfully activated.

![apex_send_template_activate.png](/reference-assets/images/SignNow_Salesforce/apex_actions/apex_send_template_activate.png)

## Result

Each time the Account name changes, the specified document will be sent for signature to recipients configured in the template or SignNow document flow.

To send the template from the SignNow account of the user who triggers the flow, see [Send SignNow Template as the current user](/docs/apex-send-template-current-user).

To send a template for multiple records on a schedule, see [Send SignNow Template on a schedule](/docs/apex-send-template-scheduled).

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View the full list of [SignNow Apex actions](/docs/salesforce-apex-actions).


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*Full page: https://docs.signnow.com/docs/apex-send-template*