Keap + PTminder

Create PTminder clients from new Keap contacts for streamlined client management

Effortlessly manage your new contacts and keep your client data up-to-date with this seamless automation. When you add a new contact in Keap, it will automatically create a new client in PTminder, ensuring a consistent flow of information between the two platforms. Save time and eliminate manual data entry, so you can focus on providing exceptional service to your clients.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Client
Creates a Client in PTminder
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Scheduled
Try It
- Appointment events this trigger will listen to:Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Note events this trigger will listen to:Required
Trigger
Instant
Try It
- Product events this trigger will listen to:Required
Trigger
Instant
Try It

New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Scheduled
Try It
- Task events this trigger will listen to:Required
Trigger
Instant
Try It

New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
New Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- Company NameRequired
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write
- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
Action
Write
- UserRequired
- ContactsRequired
- SubjectRequired
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company IDRequired
- Company Name
- Email AddressRequired
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Invoice IDRequired
Action
Search
- Company NameRequired
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write
Class Updated
Triggers when a class booking is updated.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
Try It
Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
Try It
Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
Try It
Session Updated
Triggers when a session booking is updated.
Trigger
Instant
Try It

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Scheduled
Try It
- Company events this trigger will listen to:Required
Trigger
Instant
Try It
- Invoice events this trigger will listen to:Required
Trigger
Instant
Try It
- Opportunity events this trigger will listen to:Required
- RandomRequired
Trigger
Instant
Try It
- Subscription events this trigger will listen to:Required
Trigger
Instant
Try It
- Tag events this trigger will listen to:Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Product NameRequired
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact IDRequired
- Lead Affiliate Id
- Order DateRequired
- Product IdRequired
- Product QuantityRequired
- Price Override
- Order TitleRequired
- Order TypeRequired
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., US-CA)
- Zip Code
- Zip Four
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company NameRequired
Action
Search
- FieldRequired
- ValueRequired
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write
Class Created
Triggers when a class booking is created.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
Try It
Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
Try It
Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
Try It
Session Created
Triggers when a session booking is created.
Trigger
Instant
Try It
- First nameRequired
- Last nameRequired
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
Action
Write

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About PTminder

PTminder is a business management platform designed for Personal Trainers

Learn more

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Keap + PTminder

Create PTminder clients from new Keap contacts for streamlined client management

New Action Sequence

New Appointment Event

New Contact

New Note Event

Note events this trigger will listen to:Required

New Product Event

Product events this trigger will listen to:Required

New Subscription Plan

New Task Event

Task events this trigger will listen to:Required

New Invoice

New Payment (All Payment Type)

New Task

Opportunity Stage Moved

Create Company

Company NameRequired

Country Code (e.g., "USA")

Address Line 1

Address Line 2

Locality

Region (e.g., "US-CA")

Zip Code

Zip Four

Phone Number

Phone Ext

Notes

Email Address

Fax Number

Website

Create Note

Contact IdRequired

BodyRequired

Title

Type

User Id

Add a Product to an Invoice

Invoice IDRequired

Product

Product QuanityRequired

Price Override

Send Email

UserRequired

ContactsRequired

SubjectRequired

HTML Content

Plain Text Content

Email Address Field

Attachments

Update Company

Company IDRequired

Company Name

Email AddressRequired

Website

Notes

Opt-In

Address Country Code

Address Street (Line 1)

Address Street (Line 2)

Address City

Address State

Address Zip Code

Address Zip Four

Phone Number

Phone Extension

Phone Type

Phone Number

Phone Extension

Phone Type

Find Contact

FieldRequired

ValueRequired

Find Invoice

Invoice IDRequired

Find or Create Company

Company NameRequired