Connect Coach Catalyst to TeamUp 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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Select a trigger from Coach Catalyst

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 TeamUp

An action is what takes place after the automation is triggered.

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

That’s it! You just connected Coach Catalyst to TeamUp

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

Connect Coach Catalyst and TeamUp 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.

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An illustration representing how to automate lead management with Zapier.

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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.

Create/Update Client
Creates a new client or updates an existing one
Action
Write
Class Registration
Triggers when a customer is registered for a class.
Trigger
Instant
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Class Attendee No-Showed
Triggers when an attendee is marked as no showed.
Trigger
Instant
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Course Session Ended
Triggers when a course session ends.
Trigger
Instant
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Customer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
Trigger
Instant
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Customer Membership Created
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
Trigger
Instant
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- Include customer membership starts that happened in the past
Trigger
Instant
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Class or Appointment Ended
Triggers when a class or appointment ends.
Trigger
Instant
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Referral Created
Triggers when a referral is created. Meaning, when one customer signs up using another customer's referral code or the business manually marked a customer as being referred by a different customer.
Trigger
Instant
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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Trigger
Instant
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Class Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Trigger
Instant
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Class Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Customer Membership Completed
Triggers when a pack customer membership is complete, which is when the last usage has been used. This triggers as soon as the customer books into the class.
Trigger
Instant
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Customer Membership Ended
Triggers when a customer membership for a recurring or prepaid plan ends due to the expiration date being reached. For packs, this triggers on the pack's expiration date or the date of the last class booked using the pack, whichever comes first.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Referral Confirmed
Triggers when a referral is confirmed by the business.
Trigger
Instant
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