A Trigger is the event that starts a Zap i.e. 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.

At launch, we have created 6 triggers which we will explain below. We’re always keen to learn about new requirements, so please let us know if there’s anything else that would be helpful.

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 an answer to an injury question
  • Something else

The data sent to 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

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

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. this does not currently include packs. 

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:

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
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