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Choose a Trigger
Choose an Action
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Select a trigger from DigiParser
A trigger is an event that starts your Zap and runs the workflow. For example, with DigiParser, a trigger could be "Document Parsed."
Setup an action from Kahunas
An action is what takes place after the automation is triggered. For example, with Kahunas, the action could be "Create New Client."
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- Document ParserRequired
Try ItTriggerInstant- ParserRequired
- File URL
- File Name
- File
ActionWrite- Get Daily Checkin Forms
This trigger brings all coach Daily Checkin Forms
Try ItTriggerPolling - Get Packages
Triggers when there's a new package.
Try ItTriggerPolling
- ParserRequired
- File URL
- File Name
- File
ActionWrite- Checkin Forms
This trigger brings all coach checkin forms
Try ItTriggerPolling - Get Initial QA Forms
This trigger brings all coach Initial QA Forms
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Birthdate
- Package IDRequired
- Plan Start DateRequired
- Payment start date
- Does this client need to pay?Required
- Check-in form IDRequired
- Check FrequencyRequired
- Check-In DaysRequired
- Daily check-in form IDRequired
- Initial Q&A IDRequired
- Can this client pay with Apple?Required
- Do you want this client to add a goal competition?Required
- Goal Title
- Goal Date
ActionWrite
Related categories
Related categories