ABC Trainerize + SignWell

Create SignWell documents from templates for new Trainerize clients

Effortlessly onboard new clients as they join your Trainerize app with this seamless workflow. Upon adding a new client in Trainerize, a document will be created from a template in SignWell, streamlining your client onboarding process. Save time and keep your clients' information organized without any manual intervention.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- Template
Trigger
Instant
Try It
- Document TemplateRequired
- Test Mode
- From
- CC Completed Document
- Subject
- Message
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
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It

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 SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

Learn more

Related categories

Signatures

PRODUCTS

CAPABILITIES

By team

ABC Trainerize + SignWell

Create SignWell documents from templates for new Trainerize clients

Auto-Renew Cancelled

Product

Daily Nutrition Goal Hit

New Client

Product End

Product

Tag Added to a Client

User Tag Filter

Weight Goal Hit

Reactivate Client

App Access

Messaging Permission

Add to Group

EmailRequired

GroupRequired

Assign To

EmailRequired

TrainerRequired

Copy Master Program to Client

Select a Master ProgramRequired

EmailRequired

Starts On

Deactivate Client

EmailRequired

Remove From Groups

Select Group(s)Required

EmailRequired

Subscribe to Addon Program

Select Addon ProgramRequired

EmailRequired

Start TypeRequired

Program Start Date

Unsubscribe From Programs

Select Program(s)Required

EmailRequired

Find Client

EmailRequired

Document Sent

Template

Create Document From Template

Document TemplateRequired

Test Mode

From

CC Completed Document

Subject

Message

Cardio Completed

Habit Completed

New Purchase

Product

Product Start

Tag Removed From Client

User Tag Filter

Workout Completed

Add Next Training Phase

FromRequired

ToRequired

Add Tag to Client

EmailRequired

TagRequired

Attach Meal Plan PDF

EmailRequired

FileRequired

Create / Update Client V2

EmailRequired

First Name

Last Name

Client Status

Client TypeRequired

Sex

Activity Level

Country

City

Phone

Skype