Triggers when a payment attempt fails.

Triggers when a payment is successfully completed.

Creates an invoice for any recipient, including existing members or external customers.

Create a new pricing plan for a product. Plans define how customers purchase a product, including price, billing period, and availability.

Deny a waitlist application.

Refund a payment.

Retry a failed payment.

Update a lead's referrer or metadata for tracking.

Change a plan's pricing, billing period, visibility, or availability.

Void an invoice.

Retrieve the fee breakdown for a payment. Shows platform fees, processing fees, and net amount.

Search for products.

Retrieve an invoice by its unique ID. Invoices are bills sent to customers for payment.

Retrieve a membership by its unique ID. A membership represents a user's access to a purchased product.

Retrieve a plan by its unique ID. Plans define pricing, billing behavior, and how a product is sold.

Retrieve a refund by its unique ID. Refunds represent money returned to customers.

Triggers when a new Engagement is created.

Triggers when a new contact is created.

Triggers when your engagement is updated

Triggers when a session is updated.

Create an Engagement in the system

Finds a contact in your Simply.Coach account

Finds users in our Simply.Coach account

Add a prospect to track interest before they purchase. Leads can be company-wide or product-specific.

Create a promo code that applies discounts or free periods to selected plans or all plans.

Pause payment collection on a membership. The member keeps access but billing stops.

Resume payment collection on a paused membership. Billing will restart.

Reverse a scheduled cancellation. The membership will continue to renew instead of ending.

Modify a membership's metadata.

Modify a product's title, description, visibility, or other settings.

Void a payment.

Search for waitlist entries with optional filters.

Find a entry by ID.

Retrieve a lead by its unique ID. Leads are potential customers who have shown interest.

Retrieve a payment by its unique ID. Payments represent completed or attempted transactions.

Retrieve a product by its unique ID. Products represent what customers purchase from your organization.

Triggers when a new response is submitted for a Form

Triggers when a new invoice is created.

Triggers when an Invoice is updated

Creates a Contact in your simply.Coach account

Creates a note against a contact

Finds a Form in your Simply.Coach accuont

Finds a contact in your Simply.Coach account