Upload documents in SignNow for new clients in ABC Trainerize
When a new client is added on ABC Trainerize, this workflow will promptly upload a selected document in the SignNow app. This automation establishes a seamless communication bridge between ABC Trainerize and SignNow, eliminating the need for manual uploading of documents every time a new client is onboarded. This streamlined process ensures consistent document management and allows you to devote more time and attention to your new clients.
When a new client is added on ABC Trainerize, this workflow will promptly upload a selected document in the SignNow app. This automation establishes a seamless communication bridge between ABC Trainerize and SignNow, eliminating the need for manual uploading of documents every time a new client is onboarded. This streamlined process ensures consistent document management and allows you to devote more time and attention to your new clients.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Upload Document
Uploads a new document.
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