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Streamline your contracting process by adding Zapier automation to your electronic signature processes.

7 ways to manage your electronic signatures, automatically

Seamlessly request for signatures without manually adding your client to SignNow. Get responses for your PARQs, liability waivers, or other forms electronically, before your first in-person consultation or call and save time. Anytime you add a new client to Trainerize, they will be automatically be invited to e-sign the SignNow template document.

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.

ABC Trainerize

Triggers when a subscription's auto-renew is cancelled (but the subscription has not necessarily ended).

Auto-Renew Cancelled

Cardio Completed

Triggers when a daily nutrition goal is hit.

Daily Nutrition Goal Hit

Habit Completed

New Client

New Purchase

Triggers when product ends (cancelled or expired).

Product End

Triggers on the start date of a purchased product.

Product Start

Tag Added to a Client

Triggers when a tag is removed from a client.

Tag Removed From Client

Weight Goal Hit

Workout Completed

Find Client

Changes the status of a client to Activated.

Reactivate Client

Queues up next training phase by copying from another client.

Add Next Training Phase

Add to Group

Add existing Trainerize Client to a program.

Adds Client to Program

Apply a custom client tag to an existing client.

Add Tag to Client

Assign To

Attach Meal Plan PDF

Copy Master Program to Client

Create Client

Creates a new client or updates an existing one.

Create / Update Client

Create / Update Client V2

Changes the status of a client to Deactivated.

Deactivate Client

Remove Tag From Client

Remove From Groups

Sends a message to a client in Trainerize.

Send Message in Trainerize

Subscribes a client to one or multiple addon programs.

Subscribe to Addon Program

Subscribe to Main Program

Subscribes a client to the master program.

Subscribe to Master Program

Unsubscribe From Programs

Upload Attachment

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

SignNow

Triggers when all signers have filled in and signed the document.

Document Completed

Triggers when a document has been deleted.

Document Deleted

Triggers when a document has been updated.

Document Updated

Triggers when a document has been uploaded to SignNow.

New Document

Revokes an invite to sign. Optionally can delete a document.

Cancel Invite to Sign and Delete Document

Creates a new document with fillable fields from a selected
      template and sends a signature request to one or multiple signers.

Create Document From Template

Creates a new document without fillable fields from a selected
      template and sends an invite to a signer.

Create Document From Template & Send Free Form Invite

Creates a new document with fillable fields from a selected
      template and sends an invite to one or multiple signers.

Create Document From Template & Send Role-Based Invite

Sends an email with the invite to sign a document. **NOTE**:
      Use this action only for signing simple documents without fields and roles.

Invite to Sign

Upload Document

Creates a new document and converts field tags to SignNow fillable fields.

Upload Document & Extract Fields

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Request signatures in SignNow from new Trainerize clients

Create a professional look and complete deals with this amazing Podio to Dropbox Sign automation. Once set up, Zapier will send new template document for in Dropbox Sign whenever there's new actions in Podio. Get signatures quicker and impress your customers with this integration. 

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Podio

New Application

Triggers when an action happens inside an app which you choose.

New Action

Triggers when you add a new item, record or entry to an app (standard or custom).

New Item

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

Item Updated

Triggers when you add a new organization.

New Organization

New Workspace

Triggers when there is activity in your stream.

New Activity

New Task

New View

Find Item

Create a new item, record or entry inside an app (standard or custom).

Create Item

Add a status update to a workspace stream.

Create Status

Create Task

Update an item, record or entry inside an app (standard or custom).

Update Item

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

Dropbox Sign

Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).

Signature Request Declined

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

Signature Request Sent

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Signature Request Signed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Signature Request Viewed

Sends a HelloSign template out for signature request.

Send Signature Request From Template

Send Dropbox Sign signature requests from Podio actions

Don't delay your WooCommerce orders because of paperwork—just hand the job over to this WooCommerce Dropbox Sign integration and keep things moving. Once it's active, the data from every new order on WooCommerce will be merged with a template on Dropbox Sign, sending out a signature request automatically for each one from then on.

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

WooCommerce

Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled.

Booking

Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled.

Coupon

Triggers when any Customer is created, updated, deleted, etc.

Customer

Triggers when any Membership Plan is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled.

Membership Plan

Triggers when any Order is created, updated, deleted, etc.

Order

Triggers when any Order is created, updated, deleted, etc. Creates a separate task for each line item in an Order.

Line Item in an Order

Triggers when an Order Note is created or deleted.

Order Note

Triggers when any Product or Variation is created, updated, deleted, etc.

Product

Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.

Subscription

Triggers when an Subscription Note is created or deleted.

Subscription Note

Triggers when any User Membership is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled.

User Membership

Find Coupon

Find Customer

Find Membership Plan

Find Order Note

Find Order

Finds a Product or Variation by searching.

Find Product

Find Subscription Note

Find Subscription

Find User Membership

Find or Create Coupon

Find or Create Customer

Find or Create Order Note

Find or Create Order

Find or Create Product

Find or Create Subscription Note

Find or Create Subscription

Find or Create User Membership

Create Coupon

Update Coupon

Create Customer

Update Customer

Create Order

Create Order Note

Update Order

Create Product

Manage the regular price or sale price of an existing Product or Variation by SKU or ID.

Update Product Price

Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.

Update Product Stock Quantity

Updates an existing Product or Variation.

Update Product

Create Subscription

Create Subscription Note

Update Subscription

Create User Membership

Update User Membership

Send Dropbox Sign signature requests for new WooCommerce orders

Need to provide additional instructions or information along with your contracts? Set up this integration to automatically email recipients of your DocuSign envelopes. Once this is active, they will get emails from you, sent by Zapier, whenever they receive or sign a DocuSign document you sent them.

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

7 ways to manage your electronic signatures, automatically

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