ABC Trainerize + SignNow
Create or update ABC Trainerize clients when new documents are completed in SignNow
This workflow springs into action once a document is completed within the SignNow app, ensuring that client details are promptly created or updated in ABC Trainerize. Simplify your document completion process and spend less time manually updating client information. Stay organized and efficient, while keeping your ABC Trainerize client information up-to-date.
This workflow springs into action once a document is completed within the SignNow app, ensuring that client details are promptly created or updated in ABC Trainerize. Simplify your document completion process and spend less time manually updating client information. Stay organized and efficient, while keeping your ABC Trainerize client information up-to-date.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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- 14 day trial for premium features & apps
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItDocument Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Document Group Template
Return PDF of Document GroupRequired
Return Document Group HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
TemplateRequired
Document NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
Payment Settings | Merchant Account
Payment Settings | Payer
Payment Settings | Currency
Payment Settings | Payment Amount
On Completion
Line Wrapping