ABC Trainerize + SignWell
"add tags to new clients in ABC Trainerize when documents are completed in SignWell"
Ensure a seamless transition from completing documents in SignWell by letting this workflow add tags to clients in ABC Trainerize. Once a document is finalized in SignWell, a tag will be promptly added to the corresponding client in your ABC Trainerize app. Experience increased efficiency in your client management process by minimizing manual updates.
Ensure a seamless transition from completing documents in SignWell by letting this workflow add tags to clients in ABC Trainerize. Once a document is finalized in SignWell, a tag will be promptly added to the corresponding client in your ABC Trainerize app. Experience increased efficiency in your client management process by minimizing manual updates.
- When this happens...Document Completed
Triggers when a document has been completed.
- automatically do this!Add Tag to Client
Apply a custom client tag to an existing client.
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