Docusign + FITR

Create DocuSign signature requests when clients start new trials in FITR

Make sure you and your business are covered by asking everyone who starts a new trial to sign a waiver. Once this template is active, whenever a client starts a new trial in FITR, DocuSign will send a signature request automatically.

When this happens...
Client Starts a Trial
Triggers when new subscription is created with the trial period.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

Client's Birthday
Triggers on client's birthday.
Trigger
Instant
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Client Cancels Whilst in a Trial
Triggers when subscription is canceled whilst it is in trial period.
Trigger
Instant
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Client Converts From a Trial
Triggers when trial is over and client pays for the subscription for the first time.
Trigger
Instant
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Client Ends a Fixed Length Program
Triggers when client reaches to the last day of program schedule on fixed length program.
Trigger
Instant
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Client Formally Ends Their Subscription
Triggers when subscription is formally ended after it was canceled.
Trigger
Instant
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Client Marks First Workout as Complete
Trigers when client completes some workout for the first time ever.
Trigger
Instant
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Client Starts a Subscription (No Trial)
Triggers when new subscription is started with no trial. Doesn't include scheduled subscriptions.
Trigger
Instant
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Client Logs a New Benchmark Personal Record
Triggers when client hits their personal record on some Benchmark.
Trigger
Instant
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Client Records Their First Benchmark
Triggers when client records first value ever for any Benchmark
Trigger
Instant
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Client Records Their First Challenge
Triggers when client takes part in some Challenge for the first time ever.
Trigger
Instant
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- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

Client Cancels Subscription
Triggers when subscription is canceled by client.
Trigger
Instant
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- Client Completes Days
Trigger
Instant
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Client Downloads a Fixed Length Program
Triggers when client downloads fixed length program.
Trigger
Instant
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- Client Ends Program After Days
Trigger
Instant
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Client Is Scheduled on a Program
Triggers when new scheduled subscription is created.
Trigger
Instant
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Client Renews Their Subscription
Triggers when client renews some subscription.
Trigger
Instant
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Client Starts a Trial
Triggers when new subscription is created with the trial period.
Trigger
Instant
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Client Logs a Challenge Personal Record
Triggers when client hits their personal record on some Challenge.
Trigger
Instant
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Client Records Their First B'Metric
Triggers when clients records thier first value for some Body Metric.
Trigger
Instant
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Client Uses a Coupon
Triggers when some coupon redeemed by client.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write