Connect EFC Aquila to TeamUp

Both apps 41EFC Aquila 17TeamUp 24

• Trigger
  Assessment Query

  Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.

• Trigger
  Birthday

  Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.

• Trigger
  Classes Attended

  Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.

• Trigger
  Did Not Show

  Triggers when a member booked onto a class or event today is marked absent (did not show).

• Trigger
  Expired Member

  Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.

• Trigger
  Member Query

  Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.

• Trigger
  New Appointment

  Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.

• Trigger
  New Lead

  Triggers when a new lead (prospective member) is registered at the selected Location.

• Trigger
  New Member

  Triggers when a member enrols at the selected Location (school).

• Action
  Add Lead

  Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.

• Action
  Book Session

  Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.

• Action
  Create Appointment

  Creates a one-on-one appointment with a member at a location, optionally as a recurring series.

• Action
  Create Note

  Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.

• Action
  Enrol Member

  Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.

• Action
  Send Email

  Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.

• Action
  Send SMS

  Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.

• Action
  Send Template

  Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.

• Action
  Add event

  Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times.

• Action
  Add instructor

  Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions.

• Action
  Add interaction

  Logs a CRM interaction (call, email, meeting or contact) against a customer.

• Action
  Add membership

  Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy.

• Action
  Add venue

  Creates a venue (a physical location or an online venue) in your TeamUp business.

• Action
  Cancel customer membership

  Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership.

• Action
  Create Customer Membership

  Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date.

• Action
  Get Customer

  Returns one TeamUp customer by ID, including name, email and status.

• Action
  Get Customer Membership

  Returns one customer membership by ID, including its plan, dates and status.

• Action
  Get Event

  Returns one TeamUp class or appointment by ID, including its times, venue and occupancy.

• Action
  Get invoice

  Returns a single invoice, including its status, due date, amount due, payer and receipt link.

• Action
  List Attendances

  Returns up to 100 class and appointment registrations per page, optionally for one customer or one event.

• Action
  List Customer Memberships

  Returns up to 100 customer memberships per page, optionally only those held by one customer.

• Action
  List Customers

  Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search.

• Action
  List Events

  Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window.

• Action
  List instructors

  Returns the business's instructors, optionally filtered by name, offering type or event.

• Action
  List invoices

  Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order.

• Action
  List Memberships

  Returns up to 100 of the membership plans the business offers per page.

• Action
  List Venues

  Returns up to 100 of the business's venues per page.

• Action
  Mark attendee no-show

  Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance.

• Action
  Register customer for event

  Registers a customer for an event (class or appointment) and returns the new attendance.

• Action
  Unregister customer from event

  Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation.

• Action
  Update customer

  Updates an existing customer's name, lead source, participation or visibility.

• Action
  Update event

  Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.