Microsoft Excel + FITR

Add new rows in Microsoft Excel when clients convert from trials in FITR

Easily track your FITR client conversions from trials in Microsoft Excel. This workflow starts when a new client converts from a trial in the FITR app, then immediately adds a new row in your Excel spreadsheet. Enjoy an organized and efficient way to monitor your client's transition process, ensuring no detail is overlooked.

When this happens...
Client Converts From a Trial
Triggers when trial is over and client pays for the subscription for the first time.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

Client's Birthday
Triggers on client's birthday.
Trigger
Instant
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Client Cancels Whilst in a Trial
Triggers when subscription is canceled whilst it is in trial period.
Trigger
Instant
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Client Converts From a Trial
Triggers when trial is over and client pays for the subscription for the first time.
Trigger
Instant
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Client Ends a Fixed Length Program
Triggers when client reaches to the last day of program schedule on fixed length program.
Trigger
Instant
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Client Formally Ends Their Subscription
Triggers when subscription is formally ended after it was canceled.
Trigger
Instant
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Client Marks First Workout as Complete
Trigers when client completes some workout for the first time ever.
Trigger
Instant
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Client Starts a Subscription (No Trial)
Triggers when new subscription is started with no trial. Doesn't include scheduled subscriptions.
Trigger
Instant
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Client Logs a New Benchmark Personal Record
Triggers when client hits their personal record on some Benchmark.
Trigger
Instant
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Client Records Their First Benchmark
Triggers when client records first value ever for any Benchmark
Trigger
Instant
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Client Records Their First Challenge
Triggers when client takes part in some Challenge for the first time ever.
Trigger
Instant
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- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
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- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

Client Cancels Subscription
Triggers when subscription is canceled by client.
Trigger
Instant
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- Client Completes Days
Trigger
Instant
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Client Downloads a Fixed Length Program
Triggers when client downloads fixed length program.
Trigger
Instant
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- Client Ends Program After Days
Trigger
Instant
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Client Is Scheduled on a Program
Triggers when new scheduled subscription is created.
Trigger
Instant
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Client Renews Their Subscription
Triggers when client renews some subscription.
Trigger
Instant
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Client Starts a Trial
Triggers when new subscription is created with the trial period.
Trigger
Instant
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Client Logs a Challenge Personal Record
Triggers when client hits their personal record on some Challenge.
Trigger
Instant
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Client Records Their First B'Metric
Triggers when clients records thier first value for some Body Metric.
Trigger
Instant
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Client Uses a Coupon
Triggers when some coupon redeemed by client.
Trigger
Instant
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- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

About Microsoft Excel

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