Connect EspoCRM and Exercise.com

Both apps 38EspoCRM 19Exercise.com 19

• Trigger
  New contact

  Triggers when a new contact is created in EspoCRM.

• Trigger
  New Lead

  Triggers when a new lead is created in EspoCRM.

• Trigger
  New opportunity

  Triggers when a new opportunity is created in EspoCRM.

• Action
  Add account

  Creates a new account (company) in EspoCRM and returns its attributes.

• Action
  Add case

  Creates a new case (support ticket) in EspoCRM.

• Action
  Add contact

  Creates a new contact in EspoCRM.

• Action
  Add opportunity

  Creates a new opportunity (deal) in EspoCRM and returns the created record.

• Action
  Add task

  Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

• Action
  Create Lead

  Creates a new lead in EspoCRM and returns the created lead record.

• Action
  Find accounts

  Finds EspoCRM accounts whose name matches the text you supply.

• Action
  Find contacts

  Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

• Action
  Find Lead

  Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

• Action
  Get contact

  Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

• Action
  Get Lead

  Returns a single EspoCRM lead by its ID, with all of its fields.

• Action
  Get Task

  Returns one task by its ID, with its subject, status, dates, parent record and assignee.

• Action
  Update account

  Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing contact in EspoCRM, changing only the fields you fill in.

• Action
  Update Lead

  Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

• Action
  Update opportunity

  Updates an existing opportunity in EspoCRM, changing only the fields you fill in.

• Trigger
  List Staff

  Triggers when a new staff member becomes available to be assigned tasks.

• Trigger
  New Client

  Triggers when a new user (client) is created in Exercise.com.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Plan Purchased

  Triggers when a member purchases a package or plan.

• Trigger
  New Staff Task

  Triggers when a new staff task is created.

• Trigger
  Session Booked

  Triggers when a member books a session (a new visit appears).

• Action
  Create Staff Task

  Creates a staff task assigned to a staff member, optionally about a member or staff user.

• Action
  Delete Staff Task

  Deletes a staff task.

• Action
  Find User

  Finds an Exercise.com user by user ID and returns the profile, or nothing when no user matches.

• Action
  Get Staff Task

  Returns one staff task with its assignee, status and due time.

• Action
  Get User

  Returns one Exercise.com user's profile: name, contact details, address and body measurements.

• Action
  List Invoices

  Lists invoices, optionally for one user or filtered by status or overdue.

• Action
  List Packages

  Lists the packages (memberships and service bundles) you sell.

• Action
  List Staff Tasks

  Lists staff tasks, optionally filtered by assignee, status or due-date range.

• Action
  List User Packages

  Lists the packages members hold, with status, billing and renewal dates.

• Action
  List Users

  Lists Exercise.com users, newest first, optionally filtered by creation date, IDs or location.

• Action
  List Visits

  Lists member visits (bookings and check-ins), optionally for one user or a date range.

• Action
  Update Staff Task

  Updates a staff task; only the fields you supply change.

• Action
  Update User

  Updates a user's profile; only the fields you supply change. Email cannot be changed.

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