TrainerCentral + Zoho Sign

TrainerCentral + Zoho Sign integrations

Invite learners to a course in TrainerCentral when new documents are completed in Zoho Sign

This workflow maximizes efficiency by connecting Zoho Sign and TrainerCentral. Once a document is finalized in Zoho Sign, an invite to a Course is promptly sent out in TrainerCentral. This seamless connectivity ensures a smooth transition and saves time. Perfect for those wanting to swiftly move from document completion to learner engagement.

When this happens...
Document CompletedTriggers when an envelope or document is completed i.e. signed and approved by all recipients.
TriggerInstant
automatically do this!
Invite Learner to a CourseSend an email inviting a learner to join a course.
ActionWrite

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More things you can do with Zoho Sign and TrainerCentral

Discover other triggers and actions you can use with Zoho Sign and TrainerCentral

Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Trigger
Instant
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Document Expired
Triggers when an envelope or document expires.
Trigger
Instant
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Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
Trigger
Instant
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- Request ID
  Required
Action
Write
Send Template
Send a template for signing.
Action
Write

- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
- Choose a live workshop
  Required
- Choose preferred occurrence of the workshop
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Street
- Address
- City
- State
- Country
- Zip/Postal code
- Organization
- Job Title
- Industry
- Purchasing Time Frame
- Role in Purchase Process
- Number of Employees
Action
Write
- Choose your academy in TrainerCentral.
  Required
- A name for the live workshop
  Required
- A short description
- Duration of the session
- Date and Time (of when the session starts)
  Required
- Is Registration required to participate in this live workshop?
  Required
Action
Write

Document Declined
Triggers when an envelope or document is declined.
Trigger
Instant
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Document Recalled
Triggers when an envelope or document is recalled.
Trigger
Instant
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- Request Id
  Required
- Certificate of completion
Action
Write
- Request Id
  Required
Action
Write
Send Template (For Testing Purpose)
Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
Action
Write
- Choose your academy in TrainerCentral
  Required
- Choose a form
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
Trigger
Instant
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- Choose your academy in TrainerCentral.
  Required
- First Name
  Required
- Last Name
  Required
- Course
  Required
- EmailId
  Required
- Password
- Allow free access for course
  Required
- Allow free access for (number of days)
- Allow free access till date
Action
Write
- Choose your academy in TrainerCentral.
  Required
- FirstName
  Required
- LastName
  Required
- EmailId
  Required
- Password
Action
Write
- Choose your academy in TrainerCentral.
  Required
- Choose a live workshop
  Required
- First Name
  Required
- Last Name
  Required
- Email address
  Required
- Allow free access for live workshop
Action
Write

About TrainerCentral

TrainerCentral is an all-in-one training platform to build a successful business by inspiring your learners from across the globe.

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About Zoho Sign

Zoho Sign is a complete digital signature app for generating and managing legally binding business documents using automated workflows.

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Signatures

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