Create new Coach Catalyst clients from new PTminder clients
Effortlessly manage your growing client base with this PTminder to Coach Catalyst workflow. When you add a new client in PTminder, this automation takes over and adds the same client into Coach Catalyst. It's an efficient way to ensure that your client information is consistent across both platforms, saving you time on manual data entry and helping you focus more on coaching.
- When this happens...Client CreatedTriggers when a new client is created.
- automatically do this!Create/Update ClientCreates a new client or updates an existing one
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More things you can do with PTminder and Coach Catalyst
Discover other triggers and actions you can use with PTminder and Coach Catalyst
- Class Created
Triggers when a class booking is created.
Try ItTriggerInstant - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Try ItTriggerInstant - Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Try ItTriggerInstant
- Class Updated
Triggers when a class booking is updated.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant - Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Try ItTriggerInstant - Client Package Assigned
Triggers when a client package is assigned/purchased.
Try ItTriggerInstant




