ClickUp + Exercise.com

Create tasks in ClickUp for new plans purchased in Exercise.com

When a new plan is purchased in Exercise.com, instantly create a task in ClickUp to ensure timely follow-up. This workflow allows you to track and manage your fitness plans efficiently, eliminating the need for manual task creation. Stay organized and improve customer satisfaction with seamless automation.

When this happens...
New Plan Purchased
Triggers when a user purchases a plan.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

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
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Client Tag Removed
Triggers when a tag is removed from a client.
Trigger
Instant
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List Groups
polls all of the trainers groups
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Instant
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New Assessment
Triggers when a new assessment is submitted.
Trigger
Instant
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New Paid Group Member
Triggers when a new group member joins.
Trigger
Instant
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Removed From Group
Triggers when a user is removed from any group.
Trigger
Instant
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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
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- EmailRequired
- Group IDRequired
Action
Write
- User EmailRequired
- freeze user
Action
Write
- User IDRequired
- Date/Time
- Measurement LabelRequired
- Measurement ValueRequired
Action
Write
- EmailRequired
- Group IDRequired
Action
Write
- Reset Password?Required
- EmailRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

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
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Client Tag Added
Triggers when a tag is added to a client.
Trigger
Instant
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Finished Plan
triggers when a user finishes a plan that requires logging
Trigger
Instant
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List Lifecycle Stages
lists all available lifecycle stages
Trigger
Polling
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New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Billing Period for Group Member
Triggers when a group member reaches a new billing period.
Trigger
Instant
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Started Plan
Trigger when a user starts a plan (works like the platform automation)
Trigger
Instant
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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
- First NameRequired
- Last NameRequired
- EmailRequired
- PasswordRequired
- Lifecycle Stage
- Make Free User
Action
Write
- emailRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PasswordRequired
- Lifecycle Stage
- Make Free User
Action
Search or write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About Exercise.com

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

Learn more

Related categories

Fitness

Related Zap Templates

Create tasks in ClickUp for new accounts from Exercise.com

Create tasks in ClickUp for every new downgraded subscription on Exercise.com

ClickUp + Exercise.com

Create tasks in ClickUp for new plans purchased in Exercise.com

Abandoned Cart

New Credit Card Declined

Charge Attempted

Client Tag Removed

List Groups

New Account

New Assessment

New Paid Group Member

Removed From Group

New Subscription Downgraded

New Plan Purchased

User Tag Removed

Add to Group

Freeze/unFreeze User

Log Measurement

Remove From Group

Send Welcome Email

Tag User

Find User

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

Added to Group

New Credit Card Success

Client Tag Added

Finished Plan

List Lifecycle Stages

New Appointment

New Client

New Billing Period for Group Member

Started Plan

Session Booked

User Tag Added

New Workout Plan Created

Create User

Get HubSpot User Info

Remove User Tag

Remove User Tag

Tag User

Find Client

Find or Create User

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

About ClickUp

Related categories

Similar apps

Trello