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Exercise.com + fynk + Filter by Zapier

Tag new Exercise.com users when they sign fynk agreements

Trainers need to know which clients are cleared to start a paid plan, but checking signatures by hand is slow. Speed things up with this Zap. Signing an agreement in fynk automatically tags the signer in Exercise.com, after the user is looked up or created if they are not there yet. Trainers see who has signed directly in Exercise.com.

Note: Filter for training agreements, choose the tag to apply and map the client's signatory, not your own.

When this happens...
New Signed DocumentTriggers when a document is signed.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find SignatoriesFinds the signatories of a document.
ActionSearch
then do this...
Find UserFinds an existing user.
ActionSearch
then do this!
Tag UserTags a user with the given tag.
ActionWrite

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Discover other triggers and actions you can use with fynk, Filter by Zapier, and more

New Document
Triggers when a new document is created.
Trigger
Polling
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New Signed Document
Triggers when a document is signed.
Trigger
Polling
Try It
- Document UUID
  Required
- Party UUID
  Required
- Email
  Required
- First Name
- Last Name
- Mobile Phone
- Title / Position
Action
Write
- Document Name
- Template
  Required
- Move to Signing Stage
Action
Write
- Document UUID
  Required
Action
Write

- Document UUID
  Required
- Dynamic Field UUID
  Required
- Value
Action
Write
- Document UUID
  Required
Action
Search

- Document UUID
  Required
Action
Search
- Document UUID
  Required
- Dynamic Field
  Required
Action
Search
- Document UUID
  Required
Action
Search
Abandoned Cart
Triggers when a user begins the checkout process and does not complete it after 10 minutes.
Trigger
Instant
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New Credit Card Declined
Triggers when a customer's card is declined.
Trigger
Instant
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Charge Attempted
triggers when a user tries to make a purchase
Trigger
Instant
Try It
Client Tag Removed
Triggers when a tag is removed from a client.
Trigger
Instant
Try It
List Groups
polls all of the trainers groups
Trigger
Polling
Try It
List Locations
Lists all of your locations
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Assessment
Triggers when a new assessment is submitted.
Trigger
Instant
Try It
New Paid Group Member
Triggers when a new group member joins.
Trigger
Instant
Try It
Removed From Group
Triggers when a user is removed from any group.
Trigger
Instant
Try It
New Subscription Downgraded
Triggers when a subscription is cancelled.
Trigger
Instant
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New Plan Purchased
Triggers when a user purchases a plan.
Trigger
Instant
Try It
User Tag Removed
Triggers when a tag is removed from a user.
Trigger
Instant
Try It
- Email
  Required
- Group ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Password
  Required
- Lifecycle Stage
- Make Free User
Action
Write
- email
  Required
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Client ID
  Required
- Training day carbs
- Training day fat
- Training day fiber
- Training day protein
- Training day calories
- Rest day carbs
- Rest day fat
- Rest day fiber
- Rest day protein
- Rest day calories
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Password
  Required
- Lifecycle Stage
- Make Free User
Action
Search or write

- Document UUID
  Required
Trigger
Polling
Try It
New Template
Triggers when a new template is created.
Trigger
Polling
Try It
- PDF File
  Required
- File Name
- Document Name
- Initial Stage
- Template
- Team
- Tags
- Owner Emails
- AI Analysis
Action
Write
- Tag Name
  Required
- Color
  Required
Action
Write
- Document UUID
  Required
- Signature Type
- Sequential Signing
  Required
- Message
Action
Write
- Document UUID
  Required
- Party UUID
  Required
- Reference
- Entity Type
- Entity Name
- Address
- Scope
Action
Write
- Document UUID
  Required
- Metadata Name
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
Added to Group
Triggers when a user is added to any group.
Trigger
Instant
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New Credit Card Success
Triggers when a credit card is successfully charged.
Trigger
Instant
Try It
Client Tag Added
Triggers when a tag is added to a client.
Trigger
Instant
Try It
Finished Plan
triggers when a user finishes a plan that requires logging
Trigger
Instant
Try It
List Lifecycle Stages
lists all available lifecycle stages
Trigger
Polling
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List Staff
Lists all available staff members
Trigger
Polling
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Billing Period for Group Member
Triggers when a group member reaches a new billing period.
Trigger
Instant
Try It
Started Plan
Trigger when a user starts a plan (works like the platform automation)
Trigger
Instant
Try It
Session Booked
Triggers when user books a session
Trigger
Polling
Try It
User Tag Added
Triggers when a tag is added to a user.
Trigger
Instant
Try It
New Workout Plan Created
Triggers when a new workout plan is created.
Trigger
Instant
Try It
- User ID
  Required
- Staff Member
- Secondary Staff Members
Action
Write
- User Email
  Required
- freeze user
Action
Write
- User ID
  Required
- Date/Time
- Measurement Label
  Required
- Measurement Value
  Required
Action
Write
- Email
  Required
- Group ID
  Required
Action
Write
- Reset Password?
  Required
- Email
  Required
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Id
  Required
- First Name
- Last Name
- Phone Number
- Lifecycle Stage
- Location
Action
Write
- Email
  Required
Action
Search

About Exercise.com

Exercise.com is a platform offering tools to help fitness trainers connect with clients online.

Learn moreLearn moreHelpHelp

Related categories

Fitness

About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

HelpHelp

Related categories

Documents

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier