PTminder + Shape

Generate records in Shape Software from new clients in PTminder

Make sure you act on every new client created in PTminder with this Zap. It will automatically capture every new client created in PTminder as a record in Shape Software.

When this happens...
Client Created
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Record
Create a new record within the CRM
ActionWrite

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Supported triggers and actions

Class Created
Triggers when a class booking is created.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
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Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
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Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
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Session Created
Triggers when a session booking is created.
Trigger
Instant
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- First nameRequired
- Last nameRequired
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
Action
Write

- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record IDRequired
Action
Search

Class Updated
Triggers when a class booking is updated.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
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Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
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Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
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Session Updated
Triggers when a session booking is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
Action
Write
- Record IDRequired
- Status NameRequired
Action
Write