Back to API Overview

Integration Setup Tutorial

Everything you need before you can start sending documents for signature via the API.

Creating an Integration Account

Invite a dedicated email address as an Integrator in your organization. This account gets API access automatically when assigned the Integrator role.

This will be an account like sign@yourdomain.com — this is what signers will see as the sender after you've sent a document via the API.

Important

The Integrator role is what grants API access. Make sure you select Integrator in the invite dialog — regular Member/Admin roles have integrator access but not for generating tokens.

Who performs this step?

You must be logged in as the org owner. Only org owners can invite members and assign the Integrator role.

1. Click on the Profile button

Log in at app.nomasign.com as the org owner and click your profile image in the top-right corner.

Click profile button

2. Invite & Manage Teams

Select Invite & Manage Teams from the profile menu.

Invite and Manage Teams menu item

3. Invite Member

On the Manage Organization tab, click Invite Member.

Invite Member button

4. Invite as Integrator

Enter your integrator email address (e.g. signing@yourdomain.com), set the role to Integrator, and send the invite.

Invite dialog with Integrator role selected

5. Accept & Log In as Integrator

Accept the invitation email, then log in with the integrator account, and click on the integration menu item in the profile bar.

Invitation accepted in email

Browser tip

Accept the invite in a different browser or incognito window. If you're already logged in as the org owner, the integrator login will sign you out.

Then you'll see the Integration page.

Integration page

6. Add a New Integration

On the Integration page (logged in as the integrator), click Add Integration.

FieldWhat to enterExample
NameA label for this integrationCRM Production or HR Dev
Webhook URLYour HTTPS endpoint (optional)https://example.com/api/webhooks/nomasign
Add new integration form

7. Activate the Integration

Toggle the entry to Active to enable API access.

Activate integration toggle