Trainers or gyms that perform consultations before taking payment need a way to track prospects without necessarily committing to new customers. If you're getting those leads through Shopify, Zapier can bring them into Trainerize to prepare their profile automatically: Whenever you add a new customer to Shopify, they will be added to Trainerize as a client with a "pending" status. From there you can activate them later, after which they'll be emailed with setup instructions.
How this Shopify-Trainerize integration works
- A customer is added on Shopify
- Zapier adds the customer to Trainerize as a pending client.
Apps involved
- Shopify
- Trainerize (with owner or admin privileges)
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Add new Shopify customers as pending Trainerize clients
Trainers or gyms that perform consultations before taking payment need a way to track prospects without necessarily committing to new customers. If you're getting those leads through Shopify, Zapier can bring them into Trainerize to prepare their profile automatically: Whenever you add a new customer to Shopify, they will be added to Trainerize as a client with a "pending" status. From there you can activate them later, after which they'll be emailed with setup instructions.
How this Shopify-Trainerize integration works
- A customer is added on Shopify
- Zapier adds the customer to Trainerize as a pending client.
Apps involved
- Shopify
- Trainerize (with owner or admin privileges)
Create Trainerize clients for new paid Shopify orders
Get your new training clients up and running right away. With this Zapier integration, whenever a client purchases a particular package or subscription via Shopify they will automatically be added to Trainerize. This Zap will also subscribe them to an existing program within Trainerize, so the client's account is set up instantly.
How this Shopify-Trainerize integration works
- A new paid Shopify order is created.
- Zapier creates a client in Trainerize and subscribes the client to an existing program.
What You Need
- Shopify account
- Trainerize owner or admin account
Add training plans on Trainerize for new Shopify customers
Once your client confirms the plan they want, it's time to get to work, not bother with administrative tasks. Once this automation is active, whenever a customer places a new order on Shopify, Zapier will automatically copy the training plans from your designated template client on Trainerize and apply them to the client that placed the order, so their account is set up instantly.
Note: This integration relies on having a client with pre-set training plans to serve as a template, you'll need to create them first and refer to their associated email address when setting up this automation.
How this Shopify-Trainerize integration works
- A new order is completed on Shopify
- Zapier copies all training plans from your template client on Trainerize to the one that placed the order
Apps involved
- Shopify
- Trainerize (with owner or admin privileges)
Add new Shopify customers as new active Trainerize clients
If your training services start the moment your customers sign up through your Shopify storefront, Zapier automation can save you the trouble of getting their accounts set up. This integration will trigger whenever a new customer is added on your Shopify account, automatically passing their information along to Trainerize where they will be added as an active client.
How this Shopify-Trainerize integration works
- A new customer is added on Shopify
- Zapier adds the customer to Trainerize as an active client.
Apps involved
- Shopify
- Trainerize (with owner or admin privileges)
It's easy to connect Shopify + Trainerize and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added to your Shopify account.
Creates a new customer.
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).
Creates a new product.
Triggers whenever a order is "cancelled" (with line item support).
Creates a new order (with line item support).
Triggers on the start date of a purchased product.
Archives Trainerize Client.
Triggers when there's a new purchase.
Creates a new client.
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