ABC Trainerize + Docusign

Create signature requests in DocuSign for new clients in Trainerize

Effortlessly streamline your onboarding process for new clients in Trainerize with this automation. Once set up, this workflow triggers when you add a new client in Trainerize and instantly sends them a signature request through DocuSign. Save time and simplify the paperwork process so you can focus on providing top-notch training services to your clients.

Effortlessly streamline your onboarding process for new clients in Trainerize with this automation. Once set up, this workflow triggers when you add a new client in Trainerize and instantly sends them a signature request through DocuSign. Save time and simplify the paperwork process so you can focus on providing top-notch training services to your clients.

  1. When this happens...
    ABC TrainerizeABC Trainerize
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

abc-trainerize logo
abc-trainerize logo

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
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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