ABC Trainerize + SignNow

Create document groups in SignNow and send invites when new clients are added in ABC Trainerize

Streamline your onboarding process for new clients with this seamless workflow. When you add a new client in the ABC Trainerize app, this process will swiftly create a document group from a template and send an invite through the SignNow app. Eliminate manual tasks, saving you precious time while ensuring a professional and timely interaction with your clients. This automation provides an easy solution to efficiently manage your client documents.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Document Group From Template Group & Send Invite
Creates a new document group with fillable fields from a selected template group and sends an invite to one or multiple signers.
ActionWrite

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Supported triggers and actions

- 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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- EmailRequired
- App Access
- Messaging Permission
Action
Write

- EmailRequired
- GroupRequired
Action
Write
- EmailRequired
- TrainerRequired
Action
Write
- Select a Master ProgramRequired
- EmailRequired
- Starts On
Action
Write
- EmailRequired
Action
Write
- Select Group(s)Required
- EmailRequired
Action
Write
- Select Addon ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- Select Program(s)Required
- EmailRequired
Action
Write
- EmailRequired
Action
Search
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
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- TemplateRequired
- Document NameRequired
- FromRequired
- ToRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- Template GroupRequired
- Document Group NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- FileRequired
- Document Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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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- FromRequired
- ToRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
- FileRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Client Status
- Client TypeRequired
- 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
- EmailRequired
- TagRequired
Action
Write
- Send ToRequired
- BodyRequired
Action
Write
- Select a Main ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- EmailRequired
- FileRequired
Action
Write
- Template
- Return PDF of DocumentRequired
- Return Document HistoryRequired
- Return ZIPRequired
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
Action
Write
- 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
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- FileRequired
- Document Name
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.

Learn more

Related categories

Fitness

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

Signatures

ABC Trainerize + SignNow

Create document groups in SignNow and send invites when new clients are added in ABC Trainerize

Auto-Renew Cancelled

Daily Nutrition Goal Hit

New Client

Product End

Tag Added to a Client

Weight Goal Hit

Reactivate Client

Add to Group

Assign To

Copy Master Program to Client

Deactivate Client

Remove From Groups

Subscribe to Addon Program

Unsubscribe From Programs

Find Client

Document Deleted

New Document

Create Document From Template & Send Free Form Invite

Create Document Group From Template Group & Send Invite

Upload Document

API Request (Beta)

Cardio Completed

Habit Completed

New Purchase

Product Start

Tag Removed From Client

Workout Completed

Add Next Training Phase

Add Tag to Client

Attach Meal Plan PDF

Create / Update Client V2

Remove Tag From Client

Send Message in Trainerize

Subscribe to Main Program

Upload Attachment

Document Completed

Document Updated

Cancel Invite to Sign and Delete Document

Create Document From Template & Send Role-Based Invite

Invite to Sign

Upload Document & Extract Fields

About ABC Trainerize

Related categories

About SignNow

Related categories

Related Zap Templates

Related Zap Templates