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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Step Completed" from SchoolMaker.

Add your action

An action happens after the trigger—such as "Create Document From Template" in SignWell.

You’re connected!

Zapier seamlessly connects SchoolMaker and SignWell, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Step Completed
Triggers when a member completes a Step in your school.
Trigger
Instant
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- Activated Levels
Trigger
Instant
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- Offer Filter
Trigger
Instant
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- Member Email
  Required
- Offer
  Required
- Drip
  Required
Action
Write
- Member ID
  Required
Action
Write

- Conversation Title
  Required
- Message
  Required
- Member Participants
  Required
- Admin Participants
- Sender ID
Action
Write
- Type ID
Action
Search

- Member ID
  Required
Action
Search
- Offer ID
  Required
Action
Search
- Program ID
  Required
Action
Search
- Template
- Response Format
Trigger
Instant
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- Template
- Response Format
Trigger
Instant
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Step Pending
Triggers when a member submits an answer.
Trigger
Instant
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Member Inactivity
Triggers when a member is inactive for a certain period of time.
Trigger
Instant
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New Payment
Triggers when a member successfully paid for an offer.
Trigger
Instant
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- Title
  Required
- Description
- Coaching Type ID
  Required
- Date
  Required
- Duration (Hours)
- Duration (Minutes)
- Published
- Member Participants
- Coaches
Action
Write
- Member Email
  Required
- Offer
  Required
- Status
  Required
- First Name
- Last Name
Action
Write
- Offer ID
  Required
- Offer Name
- Offer Description
- Published
Action
Write
- Time Range
Action
Search
- Member ID
  Required
Action
Search
- Search Offer ID
Action
Search
- Program ID
Action
Search
- Template
- Response Format
Trigger
Instant
Try It
- Document Template
  Required
- Test Mode
- From
- CC Completed Document
- Subject
- Message
- Response Format
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect SchoolMaker and SignWell to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About SchoolMaker

SchoolMaker is an LMS with a focus on accountability and community.

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Related categories

Education

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.