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
View originalHi! 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
View originalHi
Good question.
Try these Zap steps:
Hi
Good question.
Try these Zap steps:
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)
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
Appreciate your reply so much!
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)
Have you already configured the template in SignNow?
https://support.signnow.com/help-center/editing-documents-templates/how-do-i-use-templates
Hi
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