PTminder + Shape

PTminder + Shape integrations

Generate records in Shape Software from new clients in PTminder

Make sure you act on every new client created in PTminder with this Zap. It will automatically capture every new client created in PTminder as a record in Shape Software.

When this happens...
Client CreatedTriggers when a new client is created.
TriggerInstant
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with PTminder and Shape

Discover other triggers and actions you can use with PTminder and Shape

Class Created
Triggers when a class booking is created.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
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Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
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Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
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Session Created
Triggers when a session booking is created.
Trigger
Instant
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- First name
  Required
- Last name
  Required
- 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

- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

Class Updated
Triggers when a class booking is updated.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
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Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
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Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
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Session Updated
Triggers when a session booking is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

About PTminder

PTminder is a business management platform designed for Personal Trainers

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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