ABC Trainerize + Docusign
Add tags to new clients in ABC Trainerize and create signature requests in Docusign
Easily streamline your client management process with this workflow. When you add a tag to a client in ABC Trainerize, it prompts the creation of a signature request in DocuSign. This not only saves time, but ensures all necessary documentation is initiated right when you tag a new client. Kickstart your onboarding process with this simple, yet effective, automation.
Easily streamline your client management process with this workflow. When you add a tag to a client in ABC Trainerize, it prompts the creation of a signature request in DocuSign. This not only saves time, but ensures all necessary documentation is initiated right when you tag a new client. Kickstart your onboarding process with this simple, yet effective, automation.
- When this happens...Tag Added to a Client
Triggers when a tag added to client.
- automatically do this!Create Signature Request
Creates a signature request.
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