ABC Trainerize + PandaDoc

ABC Trainerize + PandaDoc integrations

Create attachments in PandaDoc for each new client added in ABC Trainerize

When a new client signs up in the ABC Trainerize app, this workflow quickly gets to work by generating a new attachment in PandaDoc. It's an efficient way to streamline your document creation process, leaving you more time to focus on your new clients. By connecting ABC Trainerize and PandaDoc, your client management becomes more organized and effective.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create AttachmentCreate an attachment for a document.
ActionWrite

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More things you can do with ABC Trainerize and PandaDoc

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

- Product
Trigger
Instant
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Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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- Product
Trigger
Instant
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- User Tag Filter
Trigger
Instant
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Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
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- Email
  Required
- App Access
- Messaging Permission
Action
Write

- Email
  Required
- Group
  Required
Action
Write
- Email
  Required
- Trainer
  Required
Action
Write
- Select a Master Program
  Required
- Email
  Required
- Starts On
Action
Write
- Email
  Required
Action
Write
- Select Group(s)
  Required
- Email
  Required
Action
Write
- Select Addon Program
  Required
- Email
  Required
- Start Type
  Required
- Program Start Date
Action
Write
- Select Program(s)
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
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Habit Completed
Triggers when a habit is completed.
Trigger
Instant
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- Product
Trigger
Instant
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Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
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- User Tag Filter
Trigger
Instant
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Workout Completed
Triggers when a workout is completed.
Trigger
Instant
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- From
  Required
- To
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
- File
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Client Status
- Client Type
  Required
- 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
- Email
  Required
- Tag
  Required
Action
Write
- Send To
  Required
- Body
  Required
Action
Write
- Select a Main Program
  Required
- Email
  Required
- Start Type
  Required
- Program Start Date
Action
Write
- Email
  Required
- File
  Required
Action
Write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

Fitness

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn moreLearn moreHelpHelp

Related categories

Documents

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