Zapier consists of “Triggers” and “Actions”
Here's an example of a Zap:
When I receive a new PayPal payment for online training, setup that new client as an account in Trainerize.
The first part (receiving payment) is the trigger. The second part (creating the client account) is the action.
When I create a new client in Trainerize, add that client to a MailChimp mailing list.
The first part (create a new client) is the trigger. The second part (add client to mailing list) is the action.
You can create Zaps like these with Zapier without knowing anything about code.
Basically, it boils down to “When this happens in one app” > “Do this in another app”.
- New Purchase (Instant) - Triggers when there's a new purchase.
- Product Start (Instant) - Triggers on the start date of a purchased product.
- New Client (Instant) - Triggers when a new client is created.
- Add to Group - Add existing Trainerize Client to a group.
- Add Next Training Phase - Add next training phases by copying from another client.
- Archive Client - Archives Trainerize Client.
- Assign To - Assign Trainerize Client to a trainer.
- Upload Attachment - Attach a file to a client's profile.
- Create/Update Client - Creates a new client or updates current client. Please note, clients must use the same email address that was used for their Trainerize account in order for the existing client profile to be updated instead of a new one being created.
- Restore Client - Restores Trainerize Client.
- Add to Program - Add existing Trainerize Client to a program.
- Tag Client - Apply a custom client tag to an existing Trainerize client.
Trainerize provides support for the use of the Shared Zaps. Any other connections made with Zapier will be supported by Zapier's help team.
- I'm creating a custom Zap. Where can I find help?
- How do I create my own custom Zaps?
- How do I use Shared Zaps?
- What are the recommended integrations with Trainerize and Zapier?
- What is Zapier and why should I use it?
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