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Best answer

How do I connect Trainerize to sign now

  • 19 September 2023
  • 9 replies
  • 39 views
J
Userlevel 1

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

icon

Best answer by Troy Tessalone 19 September 2023, 16:44

View original
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
Userlevel 7
Badge +14

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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1

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
Userlevel 7
Badge +14

@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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1

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
Userlevel 7
Badge +14

@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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1

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

Troy Tessalone
Userlevel 7
Badge +14

@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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1

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

 

ken.a
Userlevel 7
Badge +6

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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