ABC Trainerize + Capsule CRM

Send messages in Trainerize when new or updated contacts occur in Capsule CRM

Keep your fitness clients engaged and informed by automating the communication between Capsule CRM and Trainerize. With this workflow, whenever a new or updated contact is added to Capsule CRM, a message will be sent in Trainerize to streamline your client management process. This ensures that your clients stay updated and connected, improving their overall fitness journey.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send Message in Trainerize
Sends a message to a client in Trainerize.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
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Habit Completed
Triggers when a habit is completed.
Trigger
Instant
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- Product
Trigger
Instant
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Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
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- User Tag Filter
Trigger
Instant
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Workout Completed
Triggers when a workout is completed.
Trigger
Instant
Try It
- FromRequired
- ToRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
- FileRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Client Status
- Client TypeRequired
- Sex
- Activity Level
- Country
- City
- Phone
- Skype
- Birthdate
- Trainer
- Add to Group
- Add Custom Client Tag
- Subscribe to Main Program
- Main Program Start Date
Action
Write
- EmailRequired
- TagRequired
Action
Write
- Send ToRequired
- BodyRequired
Action
Write
- Select a Main ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- EmailRequired
- FileRequired
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Product
Trigger
Instant
Try It
Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
Try It
- EmailRequired
- App Access
- Messaging Permission
Action
Write
- EmailRequired
- GroupRequired
Action
Write
- EmailRequired
- TrainerRequired
Action
Write
- Select a Master ProgramRequired
- EmailRequired
- Starts On
Action
Write
- EmailRequired
Action
Write
- Select Group(s)Required
- EmailRequired
Action
Write
- Select Addon ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- Select Program(s)Required
- EmailRequired
Action
Write
- EmailRequired
Action
Search

About ABC Trainerize

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.

Learn more

Related categories

Fitness

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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ABC Trainerize + Capsule CRM

Send messages in Trainerize when new or updated contacts occur in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Cardio Completed

Habit Completed

New Purchase

Product

Product Start

Tag Removed From Client

User Tag Filter

Workout Completed

Add Next Training Phase

FromRequired