ABC Trainerize + Docusign
Create or update clients in ABC Trainerize when new envelopes are sent or completed in DocuSign
Use this workflow to streamline your document management and client update process. When an envelope is sent or completed in DocuSign, this triggers a subsequent update or creation of a client profile in ABC Trainerize. This ensures your client information remains up-to-date following any changes in DocuSign, making document handling and client tracking a seamless process. It's a perfect solution to save time and maintain accuracy across your business applications.
Use this workflow to streamline your document management and client update process. When an envelope is sent or completed in DocuSign, this triggers a subsequent update or creation of a client profile in ABC Trainerize. This ensures your client information remains up-to-date following any changes in DocuSign, making document handling and client tracking a seamless process. It's a perfect solution to save time and maintain accuracy across your business applications.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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