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Docusign logoDocusign logo
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Docusign logoDocusign logo

ABC Trainerize + Docusign

ABC Trainerize + Docusign

ABC Trainerize + Docusign integrations

Add tags to clients in ABC Trainerize when new completed envelopes are detected in Docusign

Effortlessly handle client tagging after document signing with this automated workflow. Once a document is completed in Docusign, it will instantly add a specific tag to the related client in the ABC Trainerize platform. This streamlines your process, saving time and improving accuracy by eliminating the need for manual updates. Perfect for fitness professionals looking to provide seamless service even on administrative tasks.

  1. When this happens...
    Envelope Completed
    Envelope Completed
    Envelope CompletedTriggers when an envelope is completed.
  2. automatically do this!
    Add Tag to Client
    Add Tag to Client
    Add Tag to ClientApply a custom client tag to an existing client.
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More things you can do with Docusign and ABC Trainerize

Discover other triggers and actions you can use with Docusign and ABC Trainerize

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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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.
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docusign logo
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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