Apotheo + ConvertKit

Add tags to ConvertKit subscribers when new client assigned start dates happen in Apotheo

Whenever a client assigned start date is noted in Apotheo, this workflow springs into action, tagging the relevant subscriber in your ConvertKit database. It eliminates the need for manual data transferring and ensures your marketing communication is tailored based on the client's start date. Simplify your processes, boost your efficiency and keep your subscribers' management streamlined with this integrated workflow.

When this happens...
Client Assigned Start Date
Triggers when client is assigned their start date.
TriggerInstant
automatically do this!
Add Tag to Subscriber
Add a subscriber to a specific tag.
ActionWrite

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Supported triggers and actions

What does this mean?

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
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
- First Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
Search

About Apotheo

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

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Related categories

Drip Emails

Similar apps

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Email Newsletters

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GetResponse

Marketing Automation

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Apotheo + ConvertKit

Add tags to ConvertKit subscribers when new client assigned start dates happen in Apotheo

Application Accepted

Application Moved to Pending

Client Added

Client Deleted

Client Paused

Client Restored

Service Changed

Signup Submitted

Client Subscription Cancelled

Create Client

Last Name

EmailRequired

Client TypeRequired

Client Fee TypeRequired

Signup WizardRequired

CoachRequired

Paid Until Date

Stripe Customer ID

Restore Client

Client EmailRequired

Send Message

Client EmailRequired

MessageRequired

Find Client

Client EmailRequired

New Purchase

New Subscriber

New Unsubscribe

Create or Update Purchase

Transaction IDRequired

EmailRequired

Subtotal

Tax

Shipping

Discount

Total

Currency

Transaction Time

Status

Product nameRequired

Product IDRequired

Product SKU

Product price

Product quantity

Add Tag to Subscriber

TagRequired

EmailRequired

First Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Application Received

Application Rejected

Client Archived

Client Assigned Start Date

Client Pricing Changed

Client Resumed

Check-In Submitted

First Payment

Archive Client

Client EmailRequired

Pause Client

Client EmailRequired

Pause until

Resume Client

Client EmailRequired

Update Paid Until

Client EmailRequired

Paid UntilRequired

New Form Subscriber