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:

We’re always keen to learn about new requirements, so please let us know if there’s anything else that would be helpful!
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Customer Updated is sent to Zapier when something changes on a customer profile. This could include:

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

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 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:

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:

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:

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:

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:

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:

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

Referral Created runs when a new customer signs up using another customer's referral code or when you mark a customer as being referred by a different customer from your end.

The following set of data is included:

Referral Confirmed runs when you confirm a referral.

The following set of data is included:

Class Registration runs when a customer registers for a class/appointment, or when you register a customer for a class or schedule an appointment for a client from the business side.

The following set of data is included:

Class Attendee Removed runs when a customer unregisters from a class/appointment within the allowed cancellation period, i.e., doesn't late cancel, or when you remove them from a class/appointment from your end and mark them as a regular cancel (as opposed to a late cancellation).

The following set of data is included:

Class Attendee Late Cancelled runs when a customer late cancels from a class or appointment, or you remove them from a class/appointment and mark them as a late cancel.

The following set of data is included:

Class Attendee Checked Off runs when a customer is marked as attended by an instructor or another staff member.

The following set of data is included:

Class Attendee No-showed runs when a customer is marked as a no-show by an instructor or another staff member.

The following set of data is included:

Class or Appointment Ended runs when a class or appointment ends.

The following set of data is included:

Course Session Ended runs when a course session ends.

The following set of data is included: