Connect Exercise.com to EveryAction

Both apps 33Exercise.com 19EveryAction 14

• 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.

• Action
  Add a Contribution

  Creates a contribution (donation) for a contact in EveryAction, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes an activist code on a person in EveryAction.

• Action
  Add Canvass Responses

  Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses.

• Action
  Add Contact History

  Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction.

• Action
  Add event

  Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes.

• Action
  Add Note to Contact

  Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record.

• Action
  Add Survey Responses

  Records a contact's answer to a survey question in EveryAction.

• Action
  Create Financial Batch

  Creates a financial batch for grouping contributions under a designation.

• Action
  Create or Update Contact

  Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID.

• Action
  Find Contact

  Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches.

• Action
  Get activist code

  Returns one activist code by its id, including its name, type, description, script question and status.

• Action
  Subscribe Email

  Finds or creates a contact by email and marks that email address as subscribed.

• Action
  Tag a Contact

  Applies a tag (or source code) to an existing contact in EveryAction.

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