---
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.

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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*