ABC Trainerize + Wealthbox CRM

Add tags to clients in Trainerize when new contacts are created in Wealthbox CRM

Effortlessly organize and manage your client list with this efficient workflow. When a new contact is added in Wealthbox CRM, they will be automatically tagged as a client in the Trainerize app, simplifying the process of keeping client information up-to-date. Stay on top of your growing client base and ensure a seamless experience for both you and your clients.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Tag to Client
Apply a custom client tag to an existing client.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
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
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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

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- 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
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Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
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- 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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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ABC Trainerize + Wealthbox CRM

Add tags to clients in Trainerize when new contacts are created in Wealthbox CRM

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

Email Address

Name

Phone Number

Id

Type

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate