Integration Setup Tutorial

What is a NomaSign Integration?

A NomaSign integration lets you send documents for signature, pre-fill recipient details and custom fields, and receive real-time webhook notifications — all from your own system. Whether you're connecting a CRM, HR platform, or custom application, the Integration API handles the signing workflow while you control when and how documents are sent.

How It Works

1. Authenticate — Exchange your Refresh Token for a short-lived Access Token via POST /connect/token
2. Send a Document — Call POST /api/templates/{id}/send with recipient details and field values. NomaSign creates a signing session and emails the document to the signer.
3. Receive Webhooks — NomaSign sends HMAC-signed webhook events to your endpoint when documents are signed.

What You Can Build

• Automated document sending — trigger signature requests from your CRM, HR system, or any backend
• Real-time status updates — receive webhook notifications the moment a document is signed
• Template automation — create templates once in the web app, then instantiate them via API with different recipients each time
• Custom workflows — combine sending and webhooks to build fully automated document flows (onboarding, contracts, compliance)

What You'll Need

This tutorial walks you through 5 steps:

1. Creating a NomaSign account with an Integration plan
2. Inviting a dedicated integrator account
3. Creating a signing template
4. Generating your refresh token & webhook secret
5. Setting up webhook notifications (optional)

Once you've completed steps 1–4, head to the example app to run your first integration.