ABC Trainerize + SignerX.com

ABC Trainerize + SignerX.com integrations

Create and send SignerX documents when new tags are added to clients in Trainerize

When a new tag is added to a client in the Trainerize app, this workflow springs into action, directing the SignerX app to generate a document from a designated template and send a role-based invitation promptly. It's an efficient way of managing documents and invites, helping you streamline your processes, save time, and reduce manual tasks. This process is especially beneficial for fitness trainers and coaches who want to have a systematic approach for reaching out to their clients. Enhance the experience with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.

When this happens...
Tag Added to a ClientTriggers when a tag added to client.
TriggerInstant
automatically do this!
Pre-Fill a Template and Send for SignaturesUse any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
ActionWrite

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More things you can do with ABC Trainerize and SignerX.com

Discover other triggers and actions you can use with ABC Trainerize and SignerX.com

- 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
Template Published
Triggers when a template has been published.
Trigger
Polling
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Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
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- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

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
Package Created
Triggers when a new package/document has been created.
Trigger
Polling
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Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
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- Package or Template ID
Trigger
Polling
Try It
- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
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.

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Related categories

Fitness

About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

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Related categories

Documents

Related Zap Templates

Send signature requests in SignerX for new Trainerize clients

Create documents in SignerX and send for signatuers with new purchases in ABC Trainerize