ABC Trainerize + PandaDoc

Create attachments in PandaDoc for each new client added in ABC Trainerize

When a new client signs up in the ABC Trainerize app, this workflow quickly gets to work by generating a new attachment in PandaDoc. It's an efficient way to streamline your document creation process, leaving you more time to focus on your new clients. By connecting ABC Trainerize and PandaDoc, your client management becomes more organized and effective.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Attachment
Create an attachment for a document.
ActionWrite

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Supported triggers and actions

- Product
Trigger
Instant
Try It
Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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- Product
Trigger
Instant
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- User Tag Filter
Trigger
Instant
Try It

Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
Try It
- EmailRequired
- App Access
- Messaging Permission
Action
Write

- EmailRequired
- GroupRequired
Action
Write
- EmailRequired
- TrainerRequired
Action
Write
- Select a Master ProgramRequired
- EmailRequired
- Starts On
Action
Write
- EmailRequired
Action
Write
- Select Group(s)Required
- EmailRequired
Action
Write
- Select Addon ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- Select Program(s)Required
- EmailRequired
Action
Write
- EmailRequired
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

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
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Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
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- User Tag Filter
Trigger
Instant
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Workout Completed
Triggers when a workout is completed.
Trigger
Instant
Try It
- FromRequired
- ToRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
- FileRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Client Status
- Client TypeRequired
- 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
- EmailRequired
- TagRequired
Action
Write
- Send ToRequired
- BodyRequired
Action
Write
- Select a Main ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- EmailRequired
- FileRequired
Action
Write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

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.

Learn more

Related categories

Fitness

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more

Related categories

Documents

ABC Trainerize + PandaDoc

Create attachments in PandaDoc for each new client added in ABC Trainerize

Auto-Renew Cancelled

Daily Nutrition Goal Hit

New Client

Product End

Tag Added to a Client

Weight Goal Hit

Reactivate Client

Add to Group

Assign To

Copy Master Program to Client

Deactivate Client

Remove From Groups

Subscribe to Addon Program

Unsubscribe From Programs

Find Client

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Cardio Completed

Habit Completed

New Purchase

Product Start

Tag Removed From Client

Workout Completed

Add Next Training Phase

Add Tag to Client

Attach Meal Plan PDF

Create / Update Client V2

Remove Tag From Client

Send Message in Trainerize

Subscribe to Main Program

Upload Attachment

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

About ABC Trainerize

Related categories

About PandaDoc

Related categories

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