HubFit + SignNow
Create and send role-based invites for new documents in SignNow when new clients are added in HubFit
When a new client is added in HubFit, this workflow quickly generates a document from a template in SignNow and sends a role-based invite. This process ensures every new entry in HubFit results in a customized document and immediate invite, streamlining your client onboarding and saving valuable time. So, you can focus on servicing your clients rather than wrestling with repetitive tasks.
When a new client is added in HubFit, this workflow quickly generates a document from a template in SignNow and sends a role-based invite. This process ensures every new entry in HubFit results in a customized document and immediate invite, streamlining your client onboarding and saving valuable time. So, you can focus on servicing your clients rather than wrestling with repetitive tasks.
- When this happens...New Client Added
Triggers when a new client has been added.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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New Client Added
Triggers when a new client has been added.
Try ItClient Added Progress Photo
Triggers when a client adds a new progress photo.
Try ItClient Completed Workout
Triggers when a client completes a workout.
Try ItNew Purchase
Triggers when client purchases a package.
Try It
Client Added Metric
Triggers when a client adds a metric.
Try ItClient Submitted Check-In
Triggers when a client completes a check-in form.
Try ItNew Community Post
Triggers when a new post is made in a community group.
Try ItTeam Member Accepted Invite
Triggers when a team member accepts an invite for your workspace.
Try It