Connect Exercise.com and Textline

Both apps 33Exercise.com 19Textline 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.

• Trigger
  New Contact

  Triggers when a new contact is added to your Textline address book.

• Trigger
  New Contact Message

  Triggers when a conversation in a Textline department gets new activity, such as a new message from a contact.

• Action
  Create/Update Contact

  Creates a contact in your Textline address book, or updates the existing contact with that phone number.

• Action
  Find Agent

  Finds a Textline agent by email address and returns their details and availability.

• Action
  Find Contact

  Finds a contact in your Textline address book by phone number and returns its details.

• Action
  Get Contact

  Returns a contact from your Textline address book by its UUID.

• Action
  Import Contact Message

  Imports a message into Textline as if the contact had sent it by SMS.

• Action
  Resolve Conversation

  Marks a Textline conversation as resolved, optionally with a disposition.

• Action
  Send Announcement

  Sends a Textline announcement to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Send Internal Note

  Adds an internal note (whisper), visible only to agents, to the conversation with a phone number.

• Action
  Send Message

  Sends a text message to a contact's phone number from a Textline department.

• Action
  Send Survey

  Sends a Textline survey to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Transfer Conversation

  Transfers a Textline conversation to another agent in the same department.

• Action
  Update Agent Status

  Turns a Textline agent's availability on or off.

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