SignRequest + Skool
Send SignRequests from template for every new paid member in Skool
When a new paid member joins via the Skool app, streamline your process with this handy workflow. It automatically initiates a Send SignRequest from a pre-set template in the SignRequest app, saving you time and ensuring your new members receive necessary documents promptly. Boost both your efficacy and member experience with this simple yet effective process.
When a new paid member joins via the Skool app, streamline your process with this handy workflow. It automatically initiates a Send SignRequest from a pre-set template in the SignRequest app, saving you time and ensuring your new members receive necessary documents promptly. Boost both your efficacy and member experience with this simple yet effective process.
- When this happens...New Paid Member
Triggers when a new member successfully completes payment and joins the group.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
- Free forever for core features
- 14 day trial for premium features & apps
Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItEmail AddressRequired
Team
Try ItTeam
Try It
New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItEmail AddressRequired
Team
Try ItTeam
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