Gymdesk + Zoho Books
Create new Zoho Books customers from new Gymdesk members
Manage your gym membership with ease. Whenever you have a new member joining at Gymdesk, this workflow will create a new customer entry for them in Zoho Books. It's a simple yet effective way of streamlining the process, saving you the manual effort of data entry, and helping keep your accounting organized. This automation keeps your membership and accounting information consistent and up-to-date.
Manage your gym membership with ease. Whenever you have a new member joining at Gymdesk, this workflow will create a new customer entry for them in Zoho Books. It's a simple yet effective way of streamlining the process, saving you the manual effort of data entry, and helping keep your accounting organized. This automation keeps your membership and accounting information consistent and up-to-date.
- When this happens...New Member
Triggers when a new member signs up.
- automatically do this!Create Customer
Creates a new customer.
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Check In
Triggers when a member, visitor or lead checks-in to a session.
Try ItNew Member
Triggers when a new member signs up.
Try ItFirst NameRequired
Last Name
Email
Type
Phone
Email 2
Phone 2
Gender
Street address
City
State
Country
Zip/Postal code
Date of birth
Acquisition Source
First Name
Last Name
Name (First or Last)
Member ID
Session ID
Date Range
Session Title
New Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
Email
Phone
Street address
City
State
Country
Zip/Postal code
Source
Lead Tag
Session Title
Session ID
DateRequired
Start time
Person ID
Name
Email
Phone
Whitelist
Notes
First Name
Last Name
Name (first or last)
Member ID
Session ID
Date range
Session Title
Results count (Default 20, Max 500)
Results page (Default 1)
