An automated workflow using zapier
Connects SignNow + Trainerize
Attach signed SignNow documents to Trainerize clients
About this workflow template
This automation scenario allows you to connect SignNow and Trainerize
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in SignNow
Document Updated in SignNow
Triggers when a document has been updated.
Then this action happens in Trainerize
Upload Attachment in Trainerize
Attach a file to a client's profile.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Attach signed SignNow documents to Trainerize clients.
Part I
Configure Applications
First, we need to connect SignNow and Trainerize to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SignNow to Zapier.
Give Zapier access to your SignNow account, using SignNow credentials.
Connect Trainerize to Zapier.
Give Zapier access to your Trainerize account, using Trainerize credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for SignNow
Choose the following trigger: Document Updated (Triggers when a document has been updated.).
Then set up an Action for Trainerize
Choose this action: Upload Attachment (Attach a file to a client's profile.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SignNow and Trainerize.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Attach signed SignNow documents to Trainerize clients!
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triggerbyzapierNew purchase
Triggers when there's a new purchase.
triggerbyzapierProduct start
Triggers on the start date of a purchased product.
triggerbyzapierTag added to a client
Triggers when a tag added to client.
triggerbyzapierTag removed from client
Triggers when a tag is removed from a client.
triggerbyzapierAuth testing
Testing the Authentication.
triggerbyzapier
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.
actionbyzapierInvite to sign
Sends an email with the invite to sign a document. : Use this action only for signing simple documents without fields and roles.
actionbyzapierCreate document from template
Creates a new document with fillable fields from a selected template and sends a signature request to one or multiple signers.
actionbyzapierintegratelypipedreamUpload document
Uploads a new document.
actionbyzapierintegratelyCreate document from template & send free form invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
actionbyzapierCreate a document from a template
Creates a new document copy from a template.
actionbyintegromat
Apps you need
Trainerize is an all-in-one cloud-based personal training software trusted by 150,000+ fitness professionals and 10,000 health clubs worldwide. Grow your business with online personal training, group training, meal planning, workout tracking, and in-app communication.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
