1.Detect pushed client update
Integrate Zapier Chrome extension and trigger the workflow when new push fields arrive to route client updates into your roster and calendar flow.
Update client roster and extend program end date
Automatically detect new push fields across Zapier Chrome extension and update client roster records with Google Sheets. Send coach notification and extend calendar events by adjusting program end dates, so you can avoid manual roster edits, missed date changes, and follow-up delays.
How this automation extends your program end dates
When new push fields include client updates, manual roster changes and calendar edits can cause timing gaps and coaching confusion. This automation looks up and updates roster rows, recalculates calendar end datetimes, updates events, and emails the new coachβso your team can keep programs aligned.
Zapier Chrome extensionor swap with your favorite app
2.Looks up matching client row
Integrate Google Sheets and roster lookup tools to find the client row by matching client email and return the row ID.
Google Sheetsor swap with your favorite app
3.Updates coach and history note
Integrate Google Sheets and spreadsheet editing tools to update the assigned coach and append a move and extension notes entry.
4.Calculates new ISO date times
Integrate Formatter by Zapier and date tools to add pushed extension days to existing calendar datetimes and output ISO datetimes.
Formatter by Zapieror swap with your favorite app
5.Updates event start and end
Integrate Google Calendar and event search tools to find the client event and update start and end with Formatter outputs.
Google Calendaror swap with your favorite app
6.Emails new coach for confirmation
Integrate Gmail and email audit tools to send the new coach a message with client context and copy your support address.
Gmailor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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