ABC Trainerize + ClickUp

Create tasks in ClickUp for new clients in Trainerize

Easily manage your new clients from Trainerize by creating tasks in ClickUp with this convenient automation. When a new client is added in Trainerize, a task will be created in ClickUp, helping you streamline your onboarding process and keep track of client progress. Improve your efficiency and ensure you never miss an important step in welcoming new clients to your fitness program.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
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Habit Completed
Triggers when a habit is completed.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
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
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
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 ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Help

Related categories

Project Management

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PRODUCTS

CAPABILITIES

By team

ABC Trainerize + ClickUp

Create tasks in ClickUp for new clients in Trainerize

Auto-Renew Cancelled

Product

Daily Nutrition Goal Hit

New Client

Product End

Product

Tag Added to a Client

User Tag Filter

Weight Goal Hit

Reactivate Client

App Access

Messaging Permission

Add to Group

EmailRequired

GroupRequired

Assign To

EmailRequired

TrainerRequired

Copy Master Program to Client

Select a Master ProgramRequired

EmailRequired

Starts On

Deactivate Client

EmailRequired

Remove From Groups

Select Group(s)Required

EmailRequired

Subscribe to Addon Program

Select Addon ProgramRequired

EmailRequired

Start TypeRequired

Program Start Date

Unsubscribe From Programs

Select Program(s)Required

EmailRequired

Find Client

EmailRequired

New List

WorkspaceRequired

Task Changes

WorkspaceRequired

Create Folder

WorkspaceRequired

Folder NameRequired

Post a Task Comment

WorkspaceRequired

CommentRequired

Post Attachment

WorkspaceRequired

FileRequired

Create Task

WorkspaceRequired

Task NameRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Task by ID

Cardio Completed

Habit Completed

New Purchase

Product

Product Start

Tag Removed From Client

User Tag Filter

Workout Completed

Add Next Training Phase

FromRequired

ToRequired

Add Tag to Client

EmailRequired