Connect Club OS to Customerly and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Club OS with Customerly - no code necessary. See how you can get setup in minutes.

Select a trigger from Club OS

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Customerly

An action is what takes place after the automation is triggered. For example, with Customerly, the action could be "Create/Update Lead."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Club OS to Customerly

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Club OS and Customerly 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.

An illustration representing how to automate lead management with Zapier.

Connect Club OS and Customerly to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- User ID
  Required
- Note
  Required
- Note Type
  Required
- Created By
  Required
- Message Type
  Required
Action
Write
- Club Id
- Location Id
- Source
  Required
- First Name
- Last Name
- Email Address
- Opt Out of Email
  Required
- Mobile Phone
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Write
- User ID
  Required
- Club Id
- Location Id
Action
Write
- Club Id
- Location Id
- First Name
- Last Name
- Email Address
- Mobile Phone
Action
Search
Lead Converted to User
Triggers when a lead has been converted to user.
Trigger
Instant
Try It

New Tag on a User
Triggers when a user is tagged.
Trigger
Instant
Try It
Unsubscribe
Triggers when a user unsubscribes.
Trigger
Instant
Try It

- Email Address
- User ID
- Tag
Action
Write

- Attendee ID
  Required
- Club Id
- Location Id
- Event Type ID
  Required
- Visit Type
- Start Time
  Required
- End Time
  Required
- Booking Source
- Subject
- Notes
Action
Write
- User ID
  Required
- Club Id
- Location Id
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Phone
- Location Id
- Club Id
Action
Search
- Club Id
- Location Id
- First Name
- Last Name
- Email Address
- Mobile Phone
- Source
  Required
- Opt Out of Email
  Required
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Search or write
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Email Address
- Role Name
- IP Address
- Attribute
- Tags
Action
Write
- User ID
- Email Address
- Role Name
- IP Address
- Attribute
- Tags
Action
Write