Zapier integration allows you to create Zaps that automate your workflow. Zaps are automations that contain a trigger and one or more actions which automate your workflow. A trigger causes an action to be executed. To learn more about creating Zaps, see Create Zaps on the Zapier website.
The following table describes the types of triggers and actions you can use to automate your workflow. You can mix and match the different triggers and actions to customize your workflow within WellnessLiving as well as with other software applications.
For example, you can configure a trigger within WellnessLiving to automatically perform an action within WellnessLiving. However, you can also configure a Zap where a trigger from another software automatically performs an action within WellnessLiving. To learn more about which applications you can connect to Zapier, see the list of supported apps on the Zapier website.
Types of triggers in WellnessLiving
A trigger starts the Zap after automatic actions to occur. When creating your Zap, you can choose one of the following triggers:
Trigger | Description |
Lead Profile Created | A lead profile is created in WellnessLiving. |
Client Profile Updated | A default or custom profile field is updated on the client’s profile. |
Added to Client Group | A client is added to a specific client group. |
Removed from Client Group | A client is removed from a specific client group. |
Types of actions in WellnessLiving
An action is performed after the Zap is triggered. More than one action can be performed in a Zap. When creating your Zap, you can choose one or more of the following actions:
Action | Description |
Create Lead Profile | Create the lead profile with the lead information. This includes:
|
Update Client Profile | Update the default or custom profile field in the client’s profile. |
Add to Client Group | Add a client to a specific client group. |
Remove from Client Group | Remove a client from a specific client group. |