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ABC Trainerize + fynk + Filter by Zapier

Upload newly0signed fynk agreements to ABC Trainerize client profiles

Trainers who share a client often need to check what was agreed, but signed agreements end up in email. That's where this integration comes in. Once active, each new agreement signed in fynk is automatically matched to the client by the signer's email and attached as a PDF to that profile in ABC Trainerize. Every trainer finds the signed terms right on the client's profile.

Note: Filter for coaching agreements so other documents stay out of client profiles, and use the client's signatory, not your own.

When this happens...
New Signed DocumentTriggers when a document is signed.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find SignatoriesFinds the signatories of a document.
ActionSearch
then do this...
Find ClientLocate a client by email.
ActionSearch
then do this...
Find Document Download URLFind the download URL of the latest revision of the document.
ActionSearch
then do this!
Upload AttachmentAttach a file to a client's profile.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with fynk, Filter by Zapier, and more

New Document
Triggers when a new document is created.
Trigger
Polling
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New Signed Document
Triggers when a document is signed.
Trigger
Polling
Try It
- Document UUID
  Required
- Party UUID
  Required
- Email
  Required
- First Name
- Last Name
- Mobile Phone
- Title / Position
Action
Write
- Document Name
- Template
  Required
- Move to Signing Stage
Action
Write
- Document UUID
  Required
Action
Write

- Document UUID
  Required
- Dynamic Field UUID
  Required
- Value
Action
Write
- Document UUID
  Required
Action
Search

- Document UUID
  Required
Action
Search
- Document UUID
  Required
- Dynamic Field
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Product
Trigger
Instant
Try It
Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
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Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
Try It
- Email
  Required
- App Access
- Messaging Permission
Action
Write
- Email
  Required
- Group
  Required
Action
Write
- Email
  Required
- Trainer
  Required
Action
Write
- Select a Master Program
  Required
- Email
  Required
- Starts On
Action
Write
- Email
  Required
Action
Write
- Select Group(s)
  Required
- Email
  Required
Action
Write
- Select Addon Program
  Required
- Email
  Required
- Start Type
  Required
- Program Start Date
Action
Write
- Select Program(s)
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Search

- Document UUID
  Required
Trigger
Polling
Try It
New Template
Triggers when a new template is created.
Trigger
Polling
Try It
- PDF File
  Required
- File Name
- Document Name
- Initial Stage
- Template
- Team
- Tags
- Owner Emails
- AI Analysis
Action
Write
- Tag Name
  Required
- Color
  Required
Action
Write
- Document UUID
  Required
- Signature Type
- Sequential Signing
  Required
- Message
Action
Write
- Document UUID
  Required
- Party UUID
  Required
- Reference
- Entity Type
- Entity Name
- Address
- Scope
Action
Write
- Document UUID
  Required
- Metadata Name
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
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Habit Completed
Triggers when a habit is completed.
Trigger
Instant
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- Product
Trigger
Instant
Try It
Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Workout Completed
Triggers when a workout is completed.
Trigger
Instant
Try It
- From
  Required
- To
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
- File
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Client Status
- Client Type
  Required
- Sex
- Activity Level
- Country
- City
- Phone
- Skype
- Birthdate
- Trainer
- Add to Group
- Add Custom Client Tag
- Subscribe to Main Program
- Main Program Start Date
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Send To
  Required
- Body
  Required
Action
Write
- Select a Main Program
  Required
- Email
  Required
- Start Type
  Required
- Program Start Date
Action
Write
- Email
  Required
- File
  Required
Action
Write

About ABC Trainerize

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.

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Related categories

Fitness

About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

HelpHelp

Related categories

Documents

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier

Related Zap Templates

Send fynk coaching agreements for signing to new ABC Trainerize clients

Related Zap Templates

Send fynk coaching agreements for signing to new ABC Trainerize clients