Club OS + Gravity Forms

Create prospects and notes in Club OS from new Gravity Form Submission

Searches for a prospect in Club OS based on the data entered and creates the prospect if a user with matching information does not exist. The zap then adds a note to the prospect's account.

Searches for a prospect in Club OS based on the data entered and creates the prospect if a user with matching information does not exist. The zap then adds a note to the prospect's account.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Club OSClub OS
    Add Note to User

    Adds a note to a user's account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Attendee IDRequired

    • Club IDRequired

    • Location IDRequired

    • Event Type IDRequired

    • Visit Type

    • Start TimeRequired

    • End TimeRequired

    • Booking Source

    • Subject

    • Notes

    Action
    Write
    • User IdRequired

    • Club IdRequired

    • Location IdRequired

    Action
    Write
    • FormRequired

    Action
    Write
    • User IDRequired

    • NoteRequired

    • Note TypeRequired

    • Created ByRequired

    • Message TypeRequired

    Action
    Write
    • Club IDRequired

    • Location IDRequired

    • SourceRequired

    • First NameRequired

    • Last NameRequired

    • Email

    • Opt Out of EmailRequired

    • Mobile Phone

    • Opt Out of TextRequired

    • Home Phone

    • Work Phone

    • Origin Name

    • Gender

    • Walk In?

    • Interests

    Action
    Write
    • User IdRequired

    • Club IdRequired

    • Location IDRequired

    Action
    Write
club-os logo
club-os logo

About Club OS

The gym and studio management software you need to sell more memberships and keep more members.
Help

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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