ABC Trainerize + SignNow
Automatically create and send SignNow documents when tags are added to new clients in ABC Trainerize
When a new tag is added to a client in the ABC Trainerize app, this workflow springs into action, directing the SignNow 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 in reaching out to their clients.
When a new tag is added to a client in the ABC Trainerize app, this workflow springs into action, directing the SignNow 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 in reaching out to their clients.
- When this happens...Tag Added to a Client
Triggers when a tag added to client.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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