Triggers in Zapier

A run-through of the TeamUp triggers available in Zapier.

TeamUp integrates with Zapier.

A Trigger is the event that starts a Zap, e.g., when a customer profile is created or a membership is purchased. Once you've set up a Zap, Zapier will monitor for that trigger event in your TeamUp account.

We have created multiple triggers, which we will explain below:

Customer triggers
Membership triggers
Referral triggers
Class/Appointment Registration and Attendance Status triggers
Event (Classes, Appointments, Courses) ended triggers

We’re always keen to learn about new requirements, so please let us know if there’s anything else that would be helpful!

Customer triggers

Trigger 1: Customer Updated

Customer Updated is sent to Zapier when something changes on a customer profile. This could include:

Email address or name
A field, for example, is an answer to an injury question
Something else

The data sent from TeamUp to Zapier when this happens includes:

First name
Last name
Profile fields, including emergency contacts, address, and any other custom fields you created using the TeamUp Customer Fields feature and are collected on a Form
URL for their profile photo
Email
Other TeamUp-specific data like profile ID number
A "flags" field that lets you know if a customer is active/inactive, slipping away, or new.

This allows you to create automations based on the customer status. As an example, with Mailchimp and similar tools, you could build a Zap that adds slipping away customers to a specific audience that then triggers an email sequence. Customer updated flags field being used in a zap.

Trigger 2: Customer Created

Customer Created is very similar to Customer Updated with the exception that it just runs once when a customer is created. The set of data that is sent also similarly includes:

First name
Last name
Profile fields, including emergency contacts, address, and any other custom fields you created using the TeamUp Customer Fields feature and are collected on a Form
URL for their profile photo
Email
Other TeamUp-specific data like profile ID number

Membership triggers

Trigger 3: Customer Membership Created

Customer Membership Created runs when a new membership is purchased by a customer or added from the business account.

It includes the following set of data:

Name and description of the membership
Expiration date
Recurring billing schedule and description
Start date
Customer profile fields including name and email
Dates and usage summary
Other TeamUp data, including membership ID

Trigger 4: Customer Membership Started

Customer Membership Started runs when a customer membership starts.

You can decide in Zapier if your Zap should pick up a customer membership purchase with a start date set in the past.

Similarly to Customer Membership Created, it includes the following set of data:

Name and description of the membership
Start date
Expiration date
Recurring billing schedule and description
Customer profile fields including name and email
Dates and usage summary
Other TeamUp data, including membership ID

Trigger 5: Customer Membership Ended

Customer Membership Ended runs when a customer membership ends due to the expiration date being reached.

Note. Customer Membership Ended will also be triggered for packs on either the expiration date or the date of the last class/appointment it was used for, whichever comes first.

Similarly to the other membership triggers, it includes the following set of data:

Name and description of the membership
Start date
Expiration date
Recurring billing schedule and description
Customer profile fields including name and email
Dates and usage summary
Other TeamUp data, including membership ID

Trigger 6: Customer Membership Cancelled

Customer Membership Cancelled runs when a customer membership is cancelled. This is sent when a user clicks the “cancel” button for a recurring membership.

Similarly to the other membership triggers, the following set of data is included:

Name and description of the membership
Start date
Expiration date
Recurring billing schedule and description
Customer profile fields including name and email
Dates and usage summary
Other TeamUp data, including membership ID

Trigger 7: Customer Membership Completed

Customer Membership Completed runs when a pack customer membership is complete, which is when the last usage has been used.

Important: this triggers as soon as the customer books into the class/appointment, not after they've been checked off as attended.

Similarly to the other membership triggers, the following set of data is included:

Name and description of the membership
Start date
Expiration date
Customer profile fields including name and email
Dates and pack usage summary
Other TeamUp data, including membership ID

Referral triggers

These triggers are related to the Customer Referrals feature on TeamUp.