ABC Trainerize + Dubsado

Create projects in Dubsado for new Trainerize clients

Effortlessly streamline your client onboarding process with this automation between Trainerize and Dubsado. When a new client joins your Trainerize app, this workflow will create a project in Dubsado, saving you time and ensuring every client gets a seamless experience. Focus on your clients' fitness goals without worrying about managing administrative tasks.

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

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Supported triggers and actions

What does this mean?

- Product
Trigger
Instant
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Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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- Product
Trigger
Instant
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- User Tag Filter
Trigger
Instant
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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
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- Project Workflow
- Project Location: Name
- Project Location: Address Line 1
- Project Location: Address Line 2
- Project Location: City
- Project Location: State/Province
- Project Location: Zip/Postal
- Project Location: Country
- Alternate Contact: First Name
- Alternate Contact: Last Name
- Alternate Contact: Phone
- Alternate Contact: Email
- Client Address: Line 1
- Client Address: Line 2
- Client Address: City
- Client Address: State/Province
- Client Address: Zip/Postal
- Client Address: Country
- Client Company: Name
- Client Company: Email
- Client Company: Phone
- Project Status
- Project Source
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
Action
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
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- 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
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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 Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

ABC Trainerize + Dubsado

Create projects in Dubsado for new Trainerize clients

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 Project as Job

New Payment Received

Create Project

Project Workflow

Project Location: Name

Project Location: Address Line 1

Project Location: Address Line 2

Project Location: City

Project Location: State/Province

Project Location: Zip/Postal

Project Location: Country

Alternate Contact: First Name

Alternate Contact: Last Name

Alternate Contact: Phone

Alternate Contact: Email

Client Address: Line 1

Client Address: Line 2

Client Address: City

Client Address: State/Province

Client Address: Zip/Postal

Client Address: Country

Client Company: Name

Client Company: Email

Client Company: Phone

Project Status

Project Source

TitleRequired

Start Date

End Date

Client First Name

Client Last Name

Client EmailRequired

Client Phone Number

Cardio Completed

Habit Completed

New Purchase

Product

Product Start