Send SignRequests from template for new clients in ABC Trainerize
As soon as a new client is recorded in your ABC Trainerize app, this workflow springs into action, delivering a ready-to-sign contract from a SignRequest template. It optimizes your operations by eliminating manual tasks and ensures that your new clients promptly receive accurate contracts.
As soon as a new client is recorded in your ABC Trainerize app, this workflow springs into action, delivering a ready-to-sign contract from a SignRequest template. It optimizes your operations by eliminating manual tasks and ensures that your new clients promptly receive accurate contracts.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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