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.
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.
- 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.
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