ABC Trainerize + Docusign
Send Docusign envelopes using templates when new tags are added to clients in ABC Trainerize
Stay organized and efficient with this ABC Trainerize and DocuSign integration. Whenever a new tag is added to a client in your ABC Trainerize app, this process ensures an envelope using a predefined template in DocuSign is immediately prepared. It's a time-saver, cutting back on repeated tasks and ensuring crucial documentation aligns with updated client profiles. Enjoy a streamlined way to manage client updates, enhancing your daily productivity.
Stay organized and efficient with this ABC Trainerize and DocuSign integration. Whenever a new tag is added to a client in your ABC Trainerize app, this process ensures an envelope using a predefined template in DocuSign is immediately prepared. It's a time-saver, cutting back on repeated tasks and ensuring crucial documentation aligns with updated client profiles. Enjoy a streamlined way to manage client updates, enhancing your daily productivity.
- When this happens...Tag Added to a Client
Triggers when a tag added to client.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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