SignRequest + Skool

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 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.

  1. When this happens...
    SkoolSkool
    Answered Membership Questions

    Triggers when a potential member has submitted answers to group membership questions.

    TriggerPolling
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest From Template

    Creates and sends a new SignRequest from a SignRequest Template.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Skool triggers, actions, and search

    New Paid Member

    Triggers when a new member successfully completes payment and joins the group.

    Trigger
    Polling
    Try It
    • Email AddressRequired

    Action
    Write
    • Team

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
signrequest logo
signrequest logo

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
Learn more

Related categories

  • Signatures
skool logo
skool logo

About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

Related categories

  • Education