Trainerize
Slack
zapier

An automated workflow using zapier

Connects Trainerize + Slack

Send direct messages on Slack for new Trainerize clients

About this workflow template

This automation scenario allows you to connect Trainerize and Slack

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Trainerize and Slack can also be integrated using automation tools other than zapier:

Diagram

Send direct messages on Slack for new Trainerize clients
Workflow diagram: Trainerize + Slack integration

How it works?

When this trigger fires in Trainerize

Trainerize

New Client in Trainerize

Triggers when a new client is created.

Then this action happens in Slack

Slack

Send Direct Message in Slack

Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send direct messages on Slack for new Trainerize clients.

Part I

Configure Applications

First, we need to connect Trainerize and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Trainerize to Zapier.

    Connect Trainerize to Zapier.

    Give Zapier access to your Trainerize account, using Trainerize credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Trainerize

    Set up a Trigger action for Trainerize

    Choose the following trigger: New Client (Triggers when a new client is created.).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Send Direct Message (Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Trainerize and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send direct messages on Slack for new Trainerize clients!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Trainerize

    Create / update client v2

    Creates a new client or updates an existing one.

    zapier
    actionbyzapier
  • Trainerize

    Create client

    Creates a new client.

    zapier
    actionbyzapier
  • Trainerize

    Deactivate client

    Changes the status of a client to Deactivated.

    zapierautomateio
    actionbyzapierautomateio
  • Trainerize

    Add next training phase

    Queues up next training phase by copying from another client.

    zapier
    actionbyzapier
  • Trainerize

    Adds client to program

    Add existing Trainerize Client to a program.

    zapier
    actionbyzapier
  • Trainerize

    Add tag to client

    Apply a custom client tag to an existing client.

    zapier
    actionbyzapier

Apps you need

Trainerize

Trainerize

Fitness

Personal Training Software for Fitness Professionals

Trainerize is an all-in-one cloud-based personal training software trusted by 150,000+ fitness professionals and 10,000 health clubs worldwide. Grow your business with online personal training, group training, meal planning, workout tracking, and in-app communication.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.