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
Answer
How do I connect Trainerize to sign now
- Beginner
Best answer by Troy Tessalone
Hi
Good question.
Try these Zap steps:
- Trigger: Trainerize - New Client
- Action: SignNow - Create Document from Template & Send
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+14- Zapier Orchestrator & Solution Partner
- Answer
Hi
Good question.
Try these Zap steps:
- Trigger: Trainerize - New Client
- Action: SignNow - Create Document from Template & Send
- Beginner
Hi
Good question.
Try these Zap steps:
- Trigger: Trainerize - New Client
- 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)
+14- Zapier Orchestrator & Solution Partner
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.
- Beginner
Hi
Appreciate your reply so much!
+14- Zapier Orchestrator & Solution Partner
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)
- Beginner
+14- Zapier Orchestrator & Solution Partner
Have you already configured the template in SignNow?
https://support.signnow.com/help-center/editing-documents-templates/how-do-i-use-templates
- Beginner
Hi
+6- Zapier Staff
That’s great news
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