Connect Exercise.com and Relate

Both apps 42Exercise.com 20Relate 22

• 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
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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