ABC Trainerize + SignerX.com
Send signature requests in SignerX for new Trainerize clients
Set up this integration to seamlessly request signatures without manually adding your client to SignerX. As soon as you add a new client to Trainerize, they will automatically receive an invitation to e-sign a SignerX template document. Save time and stay organized with this efficient workflow. Impress your clients with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents, making their onboarding experience exceptional.
Set up this integration to seamlessly request signatures without manually adding your client to SignerX. As soon as you add a new client to Trainerize, they will automatically receive an invitation to e-sign a SignerX template document. Save time and stay organized with this efficient workflow. Impress your clients with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents, making their onboarding experience exceptional.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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