How to connect DocuSign + ConvertKit + Trainerize
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Do even more with DocuSign + ConvertKit + Trainerize
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, ConvertKit, and Trainerize. And don’t forget that you can add more apps and actions to create complex workflows.
- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New Form SubscriberTriggers when a subscription occurs on a specific form.Trigger
- New PurchaseTriggers when a new purchase is added to your account.Trigger
- New Sequence SubscriberTriggers when a subscriber is added to a sequence.Trigger
- New SubscriberTriggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).Trigger
- New Tag SubscriberTriggers when a specific tag is added to a subscriber.Trigger
- ConvertKit
Triggers when a subscriber unsubscribes from your emails.
Instant
Trigger
- ConvertKit
Subscribe someone to a specific form.
Scheduled
Action
- ConvertKit
Adds a purchase to a subscriber, or updates an existing purchase.
Scheduled
Action
- ConvertKit
Add a subscriber to a specific sequence.
Scheduled
Action
- ConvertKit
Add a subscriber to a specific tag.
Scheduled
Action
- ConvertKit
Remove a specific tag from a subscriber if they have it.
Scheduled
Action
- ConvertKit
Finds an existing confirmed subscriber by email.
Scheduled
Action
- Trainerize
Triggers when a subscription's auto-renew is cancelled (but the subscription has not necessarily ended).
Instant
Trigger
- Trainerize
Triggers when a cardio is completed.
Instant
Trigger
- Trainerize
Triggers when a daily nutrition goal is hit.
Instant
Trigger
- Trainerize
Triggers when a habit is completed.
Instant
Trigger
- Trainerize
Triggers when a new client is created.
Instant
Trigger
- Trainerize
Triggers when there's a new purchase.
Instant
Trigger
- Trainerize
Triggers when product ends (cancelled or expired).
Instant
Trigger
- Trainerize
Triggers on the start date of a purchased product.
Instant
Trigger
- Trainerize
Triggers when a tag added to client.
Instant
Trigger
- Trainerize
Triggers when a tag is removed from a client.
Instant
Trigger
- Trainerize
Triggers when a weight goal is hit.
Instant
Trigger
- Trainerize
Triggers when a workout is completed.
Instant
Trigger
- Trainerize
Changes the status of a client to Activated.
Scheduled
Action
- Trainerize
Queues up next training phase by copying from another client.
Scheduled
Action
- Trainerize
Add existing client to a group.
Scheduled
Action
- Trainerize
Apply a custom client tag to an existing client.
Scheduled
Action
- Trainerize
Assigns a client to a trainer.
Scheduled
Action
- Trainerize
Attaches a Meal Plan PDF to a client.
Scheduled
Action
- Trainerize
Copies master program to client.
Scheduled
Action
- Trainerize
Creates a new client or updates an existing one.
Scheduled
Action
- Trainerize
Changes the status of a client to Deactivated.
Scheduled
Action
- Trainerize
Customize which tag to remove.
Scheduled
Action
- Trainerize
Removes a client from groups.
Scheduled
Action
- Trainerize
Sends a message to a client in Trainerize.
Scheduled
Action
- Trainerize
Subscribes a client to one or multiple addon programs.
Scheduled
Action
- Trainerize
Subscribes a client to a main program.
Scheduled
Action
- Trainerize
Unsubscribes a client from programs.
Scheduled
Action
- Trainerize
Attach a file to a client's profile.
Scheduled
Action
- Trainerize
Locate a client by email.
Scheduled
Action
Connect your apps and automate workflows
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How DocuSign + ConvertKit + Trainerize Integrations Work
- Step 1: Authenticate DocuSign, ConvertKit, and Trainerize.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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