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Request signatures in SignNow from new Trainerize clients

  1. When this happensStep 1: New Client

  2. Then do thisStep 2: Create Document From Template

Seamlessly request for signatures without manually adding your client to SignNow. Get responses for your PARQs, liability waivers, or other forms electronically, before your first in-person consultation or call and save time: With this Zapier integration, anytime you add a new client to Trainerize, a new document is created from an upload you pick within SignNow. They will be automatically invited to e-sign the document. Their signed document will be saved into SignNow and you will be notified by e-mail.

How this Trainerize-SignNow integration works

  1. A client is added to Trainerize.
  2. Zapier creates a document from a template and invites them to sign it.

Apps involved

  • Trainerize
  • SignNow
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Connect SignNow + Trainerize in Minutes

It's easy to connect SignNow + Trainerize and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantDocument Completed

Triggers when all signers have filled in and signed the document.

InstantDocument Updated

Triggers when a document has been updated.

Restore Client

Restores Trainerize Client.

Add to Group

Add existing Trainerize Client to a group.

Add Tag to Client

Apply a custom client tag to an existing Trainerize client.

InstantDocument Deleted

Triggers when a document has been deleted.

InstantNew Document

Triggers when a document has been uploaded to SignNow.

Add Next Training Plan

Add next training plans by copying from another client.

Adds Client to Program

Add existing Trainerize Client to a program.

Assign To

Assign Trainerize Client to a trainer.

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