Find client action
Similar to the other apps, be able to have a Find client action to locate a client by e-mail, then run other subsequent actions on it.
Happy new year in advance! Our design team is looking into the “Find a client” action for zapier.
So we’re thinking this action should:
- take an email address and try to find a client that already exists.
- return the basic client profile fields of the client
So the use-cases we’ve heard so far are:
- ability to build branching zaps, where you can identify if a client already exists, then skip the add a client step
- get a phone number or name from a client in Trainerize, then send it to another program to do something like SMS etc.
Any other use cases we’re missing? How do you envision using this?
We look forward to your input so we can build this properly for you. Thanks!
Maneesh Gupta commented
While finding the client, we would like to know if they are Active in Trainerize or Inactive and then branch the zap
The more robust the custom fields the better. Birthdates, body stats, goals, current habits, anything from the intake forms, etc. The more the merrier. I can definitely commit to making sure the community understands what’s possible with access like that.
It would even solve some of the reporting requests you’re getting regarding tracking client body measurements over time simply by polling their profile weekly or monthly and going to Sheets with it.