Connect Exercise.com and SolarMarket

Both apps 37Exercise.com 20SolarMarket 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 Client

  Triggers when a new client is created in SolarMarket.

• Trigger
  New Project

  Triggers when a new project is created in SolarMarket.

• Action
  Create Client

  Creates a client.

• Action
  Create Project

  Creates a project in SolarMarket, linked to an existing client or a new client created at the same time.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Project

  Deletes a project.

• Action
  Find Active Proposal

  Returns the active proposal of a project, including its pricing table and variables.

• Action
  Find Custom Account Fields

  Finds the account's custom field definitions by ID or key.

• Action
  Find Customer

  Finds clients by ID, email, CNPJ/CPF, name, phone or creation date.

• Action
  Find Custom Fields Associated With a Project

  Returns the custom field values set on a project.

• Action
  Find Funnels

  Finds sales funnels and their stages by ID or name.

• Action
  Find Funnels Associated With a Project

  Returns the funnels a project is in and its current stage in each.

• Action
  Find Project

  Finds projects by ID, name, client or creation date.

• Action
  Find User

  Finds users of your SolarMarket account by ID, name or email.

• Action
  Update Client

  Updates a client; only the fields you fill are changed.

• Action
  Update Custom Field Associated With a Project

  Sets the value of a custom field on a project.

• Action
  Update Project

  Updates a project; only the fields you fill are changed.

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