Connect Exercise.com and KonnektiveCRM

Both apps 37Exercise.com 20KonnektiveCRM 17

• 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
  Add Workout to Calendar

  Schedules a workout on the member's calendar for a given date.

• 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.

• Trigger
  New Customer

  Triggers when a new customer is created in Konnektive.

• Trigger
  New Order

  Triggers when a new order is completed in Konnektive. If QA is active, the order must be approved first.

• Trigger
  New Transaction

  Triggers when a new payment transaction is created in Konnektive.

• Action
  Add Customer Note

  Adds a note to a Konnektive customer's history.

• Action
  Cancel Order

  Cancels a Konnektive order.

• Action
  Cancel Purchase

  Cancels a Konnektive subscription purchase.

• Action
  Create a Complete Order

  Creates and charges a complete order for one campaign product in Konnektive.

• Action
  Create a Complete Order (With Line Item Support)

  Creates and charges a complete order with up to five product lines in Konnektive.

• Action
  Create Partial Order

  Creates a partial order (a lead) in Konnektive, which can later be completed into a sale.

• Action
  Find Customers

  Finds Konnektive customers by ID, email, phone or name within a creation date range.

• Action
  Find Orders

  Finds Konnektive orders by order ID, customer email, status, campaign or date range.

• Action
  Find Purchases

  Finds Konnektive subscription purchases by purchase, customer, order, email, status or date range.

• Action
  Find Transactions

  Finds Konnektive payment transactions by customer, order, purchase, result, type or date range.

• Action
  List Campaigns

  Lists the campaigns in a Konnektive CRM.

• Action
  Refund Order

  Refunds a Konnektive order, fully or by a set amount.

• Action
  Update Customer

  Updates a Konnektive customer's name, contact details and billing address.

• Action
  Update Fulfillment

  Updates a Konnektive order's fulfillment status, carrier and tracking number.

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