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Best answer

How do I connect Trainerize to sign now

  • September 19, 2023
  • 9 replies
  • 125 views
J

Hi! Anyone can help me set up a trigger from “Trainerize” to “Sign Now” that send them a T&C’s to sign when a new client is created in trainerize.

Thank You

Best answer by Troy Tessalone

Hi @jessyjess_ 

Good question.

Try these Zap steps:

  1. Trigger: Trainerize - New Client
  2. Action: SignNow - Create Document from Template & Send
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

9 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • September 19, 2023

Hi @jessyjess_ 

Good question.

Try these Zap steps:

  1. Trigger: Trainerize - New Client
  2. Action: SignNow - Create Document from Template & Send
⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
    J
    • jessyjess_Beginner
    • Author
    • Beginner
    • September 19, 2023

    Hi @jessyjess_ 

    Good question.

    Try these Zap steps:

    1. Trigger: Trainerize - New Client
    2. Action: SignNow - Create Document from Template & Send

    Hi Troy! Appreciate your response so much! I tried it! Thank you. However, I’m having a hard time what to fill in the required fields in the Action, it won’t pull up anything from signnow 😣 (the account is connected already)

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • September 19, 2023

    @jessyjess_

    Please post detailed screenshots with how your Zap steps are configured to help give us more context.

    Also, make sure to test the Zap trigger first.

    ⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
      J
      • jessyjess_Beginner
      • Author
      • Beginner
      • September 20, 2023

      Hi @Troy Tessalone! On the right side of the screen, under actions of the signnow, the files showing are extracted from trainerize, what should I put under these?
      Appreciate your reply so much!

      Troy Tessalone
      Zapier Orchestrator & Solution Partner
      Forum|alt.badge.img+14
      • Troy TessaloneZapier Orchestrator & Solution Partner
      • Zapier Orchestrator & Solution Partner
      • September 20, 2023

      @jessyjess_

      GSearch results for how to take screenshots: click to view

       

      You will need to select the Template from the dropdown list of options. (not via the ‘Custom’ tab)

       

      ⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
        J
        • jessyjess_Beginner
        • Author
        • Beginner
        • September 20, 2023

        @Troy Tessalone There’s no options available under the template section showing 😭

        Troy Tessalone
        Zapier Orchestrator & Solution Partner
        Forum|alt.badge.img+14
        • Troy TessaloneZapier Orchestrator & Solution Partner
        • Zapier Orchestrator & Solution Partner
        • September 20, 2023

        @jessyjess_ 

        Have you already configured the template in SignNow?

        https://support.signnow.com/help-center/editing-documents-templates/how-do-i-use-templates

        ⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
          J
          • jessyjess_Beginner
          • Author
          • Beginner
          • September 21, 2023

          Hi @Troy Tessalone Thank you so much for your help! I was able to configure the template! Appreciate your help so muccccch! 💗

           

            ken.a
            Forum|alt.badge.img+6
            • ken.aZapier Staff
            • Zapier Staff
            • September 22, 2023

            That’s great news @jessyjess_! Glad to hear everything is now sorted out, thanks to Troy’s assitance!

            If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊

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