ABC Trainerize + SignerX.com
Create and send SignerX documents when new tags are added to clients in Trainerize
When a new tag is added to a client in the Trainerize app, this workflow springs into action, directing the SignerX app to generate a document from a designated template and send a role-based invitation promptly. It's an efficient way of managing documents and invites, helping you streamline your processes, save time, and reduce manual tasks. This process is especially beneficial for fitness trainers and coaches who want to have a systematic approach for reaching out to their clients. Enhance the experience with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.
When a new tag is added to a client in the Trainerize app, this workflow springs into action, directing the SignerX app to generate a document from a designated template and send a role-based invitation promptly. It's an efficient way of managing documents and invites, helping you streamline your processes, save time, and reduce manual tasks. This process is especially beneficial for fitness trainers and coaches who want to have a systematic approach for reaching out to their clients. Enhance the experience with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.
- When this happens...Tag Added to a Client
Triggers when a tag added to client.
- 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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