This is available on Subscription Tiers: 

Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Wodify’s Zapier integration helps automate repetitive tasks so your team can save time, reduce manual work, and keep your systems in sync across the tools you use every day.You may want to consider utilizing Wodify's internal Automations system, Workflows.

Pre-requisite Pro-Tip

You will also need to generate a Wodify API Key under Automations > Integrations before connecting Wodify to Zapier.

Step-By-Step How To Uze Zapier with Wodify

1. Create a Zapier Account

1. Go to Zapier.com and create a free account.

2. From your Zapier dashboard, click Make a Zap to open the Zap Editor.

2. Set Up Your Zap Trigger

1. In the Zap Editor, choose the App that will initiate the Trigger.

   • Select Wodify Core if Wodify will be the starting point.

2. Select your Trigger Event (e.g., New/Updated Client, New/Updated Lead, Tag Changed, Client Signed Into Class).

3. Connect your Wodify account:

   • In Wodify, go to Automations > Integrations.

   • Create a new API Key and copy it.

   • Paste this API Key into Zapier and click Continue.

4. If using Wodify as your trigger source:

   • Choose whether the Zap should activate for New, Updated, or Both.

5. Zapier will run a quick test to retrieve sample data. Click Continue.

3. Set Up Your Zap Action

1. Choose the Action App, which is where the automation will send information (e.g., Slack, Callingly, Thankster).

2. Select the Action Event for the app.

3. Connect the Action App account.

4. Fill out mandatory and optional template fields:

   • Use dropdowns to map Wodify data fields.

   • Any typed text will remain static.

5. Click Continue, then send a Test to verify the Action is configured properly.

4. Turn On Your Zap

1. Once your test is successful, click Turn on Zap.

2. Your Zap will now run automatically whenever the Trigger event occurs.

Supported Wodify Triggers & Actions

Triggers

• New or Updated Lead (Promote only)

• New or Updated Client

• Lead Tag Changed (Promote only)

• Client Tag Changed

• Client Signed Into Class

  Note: Appointment sign-ins are not included.

Actions

• Add/Update Lead (Promote only)

• Add/Update Client

• Add Tag to Lead (Promote only)

• Remove Tag from Lead (Promote only)

• Add Tag to Client

• Remove Tag from Client

FAQs

Should I use Workflow Automations or Zapier to automate my administrative tasks? Wodify's Workflows feature has more options and more rigorous support, since it's an in-house feature. It's recommended to start with Workflows before integrating Zapier.

Why can’t I see Lead triggers in Zapier? Lead triggers are only available on the Promote, Free, Accelerate, or Ultimate subscription tiers. If you are on a lower tier, you’ll need to upgrade to enable Lead automations.

Why isn't my Zap returning sample data from Wodify? Make sure you have at least one recent lead or client that matches your selected trigger (New, Updated, or Both). Zapier can only pull live sample records from your Wodify environment.

Why did my Zap fail after turning it on? Most Zap failures occur because required fields in the Action step aren't mapped or contain invalid data. Reopen your Action template and ensure all required fields are completed and tied to the correct Wodify data fields.