ABC Trainerize + Docusign

Create signature requests in DocuSign for new clients in Trainerize

Effortlessly streamline your onboarding process for new clients in Trainerize with this automation. Once set up, this workflow triggers when you add a new client in Trainerize and instantly sends them a signature request through DocuSign. Save time and simplify the paperwork process so you can focus on providing top-notch training services to your clients.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

What does this mean?

- Product
Trigger
Instant
Try It
Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It

Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
Try It
- EmailRequired
- App Access
- Messaging Permission
Action
Write

- EmailRequired
- GroupRequired
Action
Write
- EmailRequired
- TrainerRequired
Action
Write
- Select a Master ProgramRequired
- EmailRequired
- Starts On
Action
Write
- EmailRequired
Action
Write
- Select Group(s)Required
- EmailRequired
Action
Write
- Select Addon ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- Select Program(s)Required
- EmailRequired
Action
Write
- EmailRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Email Subject
- Email Body
Action
Write

Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
Try It
Habit Completed
Triggers when a habit is completed.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Workout Completed
Triggers when a workout is completed.
Trigger
Instant
Try It
- FromRequired
- ToRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
- FileRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Client Status
- Client TypeRequired
- Sex
- Activity Level
- Country
- City
- Phone
- Skype
- Birthdate
- Trainer
- Add to Group
- Add Custom Client Tag
- Subscribe to Main Program
- Main Program Start Date
Action
Write
- EmailRequired
- TagRequired
Action
Write
- Send ToRequired
- BodyRequired
Action
Write
- Select a Main ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- EmailRequired
- FileRequired
Action
Write
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- DocumentRequired
- Apply template ID?
- Email Subject
- Email Body
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About ABC Trainerize

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.

Learn more

Related categories

Fitness

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Help

Related categories

Signatures

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PRODUCTS

CAPABILITIES

By team

ABC Trainerize + Docusign

Create signature requests in DocuSign for new clients in Trainerize

Auto-Renew Cancelled

Product

Daily Nutrition Goal Hit

New Client

Product End

Product

Tag Added to a Client

User Tag Filter

Weight Goal Hit

Reactivate Client

App Access

Messaging Permission

Add to Group

EmailRequired

GroupRequired

Assign To

EmailRequired

TrainerRequired

Copy Master Program to Client

Select a Master ProgramRequired

EmailRequired

Starts On

Deactivate Client

EmailRequired

Remove From Groups

Select Group(s)Required

EmailRequired

Subscribe to Addon Program

Select Addon ProgramRequired

EmailRequired

Start TypeRequired

Program Start Date

Unsubscribe From Programs

Select Program(s)Required

EmailRequired

Find Client

EmailRequired

New Folder

Send Envelope Using Template

Template ID

Email Subject

Email Body

Cardio Completed

Habit Completed

New Purchase

Product

Product Start

Tag Removed From Client

User Tag Filter

Workout Completed

Add Next Training Phase

FromRequired

ToRequired

Add Tag to Client

EmailRequired

TagRequired

Attach Meal Plan PDF

EmailRequired

FileRequired

Create / Update Client V2

EmailRequired

First Name

Last Name

Client Status

Client TypeRequired

Sex

Activity Level

Country

City

Phone

Skype

Birthdate

Trainer

Add to Group

Add Custom Client Tag