Apotheo

Submit new signups and send messages in Apotheo

Start streamlining your communication process within Apotheo with this handy workflow. Once a new signup is submitted in Apotheo, a message is promptly sent within the app. Not only does this save you time but ensures consistent communication, making onboarding a breeze. Simplify and enhance your interactions with this easy-to-use workflow.

When this happens...
Signup Submitted
Triggers when client submits their signup form.
TriggerInstant
automatically do this!
Send Message
Send a message to client
ActionWrite

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Supported triggers and actions

Application Accepted
Triggers when an application is accepted
Trigger
Instant
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Application Moved to Pending
Triggers when application is moved to pending
Trigger
Instant
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Client Added
Triggers when a new client's account is created.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Client Paused
Triggers when client's subscription is paused
Trigger
Instant
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Client Restored
Triggers when client is restored from archived.
Trigger
Instant
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Service Changed
Triggers when client's service has changed.
Trigger
Instant
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Signup Submitted
Triggers when client submits their signup form.
Trigger
Instant
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Client Subscription Cancelled
Triggers when client subscription is cancelled
Trigger
Instant
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- First NameRequired
- Last Name
- EmailRequired
- Client TypeRequired
- Client Fee TypeRequired
- Signup WizardRequired
- CoachRequired
- Paid Until Date
- Stripe Customer ID
Action
Write
- Client EmailRequired
Action
Write
- Client EmailRequired
- MessageRequired
Action
Write
- Client EmailRequired
Action
Search

Application Received
Triggers when an application form is received.
Trigger
Instant
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Application Rejected
Triggers when application is rejected
Trigger
Instant
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Client Archived
Triggers when client's account is archived.
Trigger
Instant
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Client Assigned Start Date
Triggers when client is assigned their start date.
Trigger
Instant
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Client Pricing Changed
Triggers when client's pricing is changed.
Trigger
Instant
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Client Resumed
Triggers when client's subscription is resumed
Trigger
Instant
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Check-In Submitted
Triggers when a client submits their check-in.
Trigger
Instant
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First Payment
Triggers when a client submits their first payment.
Trigger
Instant
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- Client EmailRequired
Action
Write
- Client EmailRequired
- Pause until
Action
Write
- Client EmailRequired
Action
Write
- Client EmailRequired
- Paid UntilRequired
Action
Write

About Apotheo

Apotheo is a client management tool for evidence based nutrition coaches.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Apotheo

Submit new signups and send messages in Apotheo

Supported triggers and actions

Application Accepted

Application Moved to Pending

Client Added

Client Deleted

Client Paused

Client Restored

Service Changed

Signup Submitted

Client Subscription Cancelled

Create Client

Restore Client

Send Message

Find Client

Application Received

Application Rejected

Client Archived

Client Assigned Start Date

Client Pricing Changed

Client Resumed

Check-In Submitted

First Payment

Archive Client

Pause Client

Resume Client

Update Paid Until

About Apotheo

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates