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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Stan.

Add your action

An action happens after the trigger—such as "Activate a Client" in upcoach.

You’re connected!

Zapier seamlessly connects Stan and upcoach, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Product (optional)
Trigger
Polling
Try It
New Membership
Triggers when a customer purchases a recurring membership.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Program
  Required
Trigger
Polling
Try It
- Client ID
  Required
Action
Write

- Program
- Client
Action
Write
- Client ID
  Required
Action
Write

- Email
  Required
Action
Search

Cancelled Membership
Triggers when a customer's cancelled membership expires.
Trigger
Polling
Try It
Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Trigger
Instant
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created on a program.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Password
- Timezone
- Send invite
Action
Write
- Todo title
  Required
- Todo description
- Due date
- Program
- Member
  Required
Action
Write
- Program
  Required
- Member
  Required
Action
Write
- Email
  Required
- Name
  Required
- Password
- Timezone
- Send invite
Action
Search or write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Stan and upcoach to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Stan on the Zapier blog

Make work flow with AI

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About Stan

Designed for Creators to set up their Stan Automations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About upcoach

Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!

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