Send SignRequests from template in SignRequest when new membership questions are answered in Skool
When members answer questions within the Skool app, use this workflow to prompt a SignRequest template to be sent straight away. Ideal for businesses that want a seamless, speedy response system, this process ensures signatory documents are delivered promptly, enhancing efficiency and user engagement. Experience the convenience and productivity-boost that this simple yet effective automation brings to member interaction within your Skool application. Let Skool and SignRequest take care of the routine, saving you time for what really matters.
- When this happens...Answered Membership QuestionsTriggers when a potential member has submitted answers to group membership questions.
- automatically do this!Send SignRequest From TemplateCreates and sends a new SignRequest from a SignRequest Template.
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More things you can do with Skool and SignRequest
Discover other triggers and actions you can use with Skool and SignRequest
- Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItTriggerPolling - Email AddressRequired
ActionWrite
- New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItTriggerPolling - Email AddressRequired
ActionWrite- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
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