Gmail + TeamUp

Send emails in Gmail when customer memberships are completed in TeamUp

Streamline your communication process with this useful workflow. When a customer completes their membership within TeamUp, an email will be promptly sent via Gmail. This ensures timely and efficient communication, eliminating the chance of any delays and enhancing customer relationships. Simplify your tasks and improve customer interaction with this seamless automation process.

When this happens...
Customer Membership Completed
Triggers when a pack customer membership is complete, which is when the last usage has been used. This triggers as soon as the customer books into the class.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Trigger
Instant
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Class Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Trigger
Instant
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Class Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Customer Membership Completed
Triggers when a pack customer membership is complete, which is when the last usage has been used. This triggers as soon as the customer books into the class.
Trigger
Instant
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Customer Membership Ended
Triggers when a customer membership for a recurring or prepaid plan ends due to the expiration date being reached. For packs, this triggers on the pack's expiration date or the date of the last class booked using the pack, whichever comes first.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Referral Confirmed
Triggers when a referral is confirmed by the business.
Trigger
Instant
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- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
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- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
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- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

Class Registration
Triggers when a customer is registered for a class.
Trigger
Instant
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Class Attendee No-Showed
Triggers when an attendee is marked as no showed.
Trigger
Instant
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Course Session Ended
Triggers when a course session ends.
Trigger
Instant
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Customer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
Trigger
Instant
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Customer Membership Created
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
Trigger
Instant
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- Include customer membership starts that happened in the past
Trigger
Instant
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Class or Appointment Ended
Triggers when a class or appointment ends.
Trigger
Instant
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Referral Created
Triggers when a referral is created. Meaning, when one customer signs up using another customer's referral code or the business manually marked a customer as being referred by a different customer.
Trigger
Instant
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New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
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- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

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