Popular ways to use PT Distinction workflows

• Add new PT Distinction clients to Mailchimp

  

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  PT Distinction, Mailchimp

  PT Distinction + Mailchimp

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  1. 

     When this happens

     Step 1: Client Added

  2. 

     Then do this

     Step 2: Add/Update Subscriber

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  Add new PT Distinction clients to Mailchimp

  

  by Zapier

  Zapier

  Add new PT Distinction clients to Mailchimp

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  PT Distinction, Mailchimp

  PT Distinction + Mailchimp

• Record new PT Distinction sales to Wave

  

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  PT Distinction, Wave

  PT Distinction + Wave

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  1. 

     When this happens

     Step 1: Pre-Made Package Sign Up

  2. 

     Then do this

     Step 2: Record Sale

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  Record new PT Distinction sales to Wave

  

  by Zapier

  Zapier

  Record new PT Distinction sales to Wave

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  PT Distinction, Wave

  PT Distinction + Wave

• Add new PT Distinction clients to Many Chat sequences

  

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  PT Distinction, ManyChat

  PT Distinction + ManyChat

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     When this happens

     Step 1: Client Added

  2. 

     Then do this

     Step 2: Find User by Name

  3. 

     Then do this

     Step 3: Subscribe User to Sequence

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  Add new PT Distinction clients to Many Chat sequences

  

  by Zapier

  Zapier

  Add new PT Distinction clients to Many Chat sequences

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  PT Distinction, ManyChat

  PT Distinction + ManyChat

• Add new Kajabi purchases to PT Distinction packages

  

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  Kajabi, PT Distinction

  Kajabi + PT Distinction

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     When this happens

     Step 1: New Purchase

  2. 

     Then do this

     Step 2: Add Client

  3. 

     Then do this

     Step 3: Add Package to Client

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  Add new Kajabi purchases to PT Distinction packages

  

  by Zapier

  Zapier

  Add new Kajabi purchases to PT Distinction packages

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  Kajabi, PT Distinction

  Kajabi + PT Distinction

• Add A Client From Click-funnels To A PT Distinction Package

  

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  ClickFunnels, PT Distinction

  ClickFunnels + PT Distinction

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  1. 

     When this happens

     Step 1: New Successful Purchase

  2. 

     Then do this

     Step 2: Add Client

  3. 

     Then do this

     Step 3: Add Package to Client

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  Add A Client From Click-funnels To A PT Distinction Package

  

  by Zapier

  Zapier

  Add A Client From Click-funnels To A PT Distinction Package

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  ClickFunnels, PT Distinction

  ClickFunnels + PT Distinction

• Add clients to PT Distinction packages with new WooCommerce orders

  

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  WooCommerce, PT Distinction

  WooCommerce + PT Distinction

  More details

  1. 

     When this happens

     Step 1: Order

  2. 

     Then do this

     Step 2: Add Client

  3. 

     Then do this

     Step 3: Add Package to Client

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  Add clients to PT Distinction packages with new WooCommerce orders

  

  by Zapier

  Zapier

  Add clients to PT Distinction packages with new WooCommerce orders

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  WooCommerce, PT Distinction

  WooCommerce + PT Distinction

• Add new PT Distinction clients to ConvertKit sequences

  

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  PT Distinction, ConvertKit

  PT Distinction + ConvertKit

  More details

  1. 

     When this happens

     Step 1: Client Added

  2. 

     Then do this

     Step 2: Add Subscriber to Sequence

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  Add new PT Distinction clients to ConvertKit sequences

  

  by Zapier

  Zapier

  Add new PT Distinction clients to ConvertKit sequences

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  PT Distinction, ConvertKit

  PT Distinction + ConvertKit

• Add new Stripe customers as clients to PT Distinction Pre Made Packages

  

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  Stripe, PT Distinction

  Stripe + PT Distinction

  More details

  1. 

     When this happens

     Step 1: New Customer

  2. 

     Then do this

     Step 2: Add Client

  3. 

     Then do this

     Step 3: Add Package to Client

  See Zap detailsTry it

  Add new Stripe customers as clients to PT Distinction Pre Made Packages

  

  by Zapier

  Zapier

  Add new Stripe customers as clients to PT Distinction Pre Made Packages

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  Stripe, PT Distinction

  Stripe + PT Distinction

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  Client Added

  Triggers when a new client is added.

  Trigger

  Instant
• 

  Client Added to Group

  Triggers when a client is added to a group.

  Trigger

  Instant
• 

  Pre-Made Package Sign Up

  Triggers when someone signs up to a pre-made package.

  Trigger

  Instant
• 

  Add Client

  Adds a new client. If a client with this email address has already been added it does nothing new.

  Action

  Write
• 

  Add Package to Client

  Adds a Pre-Made Package to a clients account. Note that if the client isn't already set up you will need to use the Add Client action first.

  Action

  Write
• 

  Add Client to Group

  Adds a client to a group.

  Action

  Write
• 

  Put Client Online

  Sets the chosen client's account to online, giving the client online access.

  Action

  Write
• 

  Put Client Print Only

  Sets the chosen client's account to print only.

  Action

  Write