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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

Hi @jessyjess_ 

Good question.

Try these Zap steps:

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

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)

@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.

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!

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

@jessyjess_ 

Have you already configured the template in SignNow?

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

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

 

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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