Workflows run on two things: triggers and actions. Building a custom workflow? Start here to see what’s possible.
Prerequisite Pro-Tip
Only admins can build Wodify Workflows. If you are not an admin at your business, reach out to your owner or an admin to update your permissions.
Available Wodify Triggers
| Trigger Name | Trigger Description |
|---|---|
| Appointment Booking Created (Real-time) | Triggers when an Appointment is booked |
| Appointment Booking Updated (Real-time) |
Triggers when an Appointment is updated |
| Class Reservation Created (Real-time) |
Triggers when a Class is Reserved |
| Class Reservation Updated (Real-time) |
Triggers when a Class Reservation is Updated |
| Class Sign-in Created (Real-time) | Triggers when a Lead or Client is signed in to a Class |
| Class Sign-in Deleted (Real-time) | Triggers when a Class Sign-in for a Lead or Client is undone |
| Client Created (Real-time) | Triggers when a Client is created in Wodify |
| Client Progression Created (Real-time) |
Triggers when a Client Progression is created in Wodify |
| Client Progression Updated (Real-time) | Triggers when a Client Progression is updated in Wodify |
| Client Updated (Real-time) | Triggers when a Client is updated in Wodify |
| Drop-In Created (Real-time) | Triggers when a Drop-In is created in Wodify |
| Drop-In Updated (Real-time) | Triggers when a Drop-In is updated in Wodify |
| Invoice Created (Real-time) | Triggers when an Invoice is created in Wodify |
| Invoice Updated (Real-time) | Triggers when an Invoice is updated in Wodify |
| Lead Created (Real-time) | Triggers when a Lead is created in Wodify |
| Lead Updated (Real-time) | Triggers when a Lead is updated in Wodify |
| Membership Created (Real-time) | Triggers when a Membership is created in Wodify |
| Membership Template Created (Real-time) | Triggers when a Membership Template is created in Wodify |
| Membership Template Updated (Real-time) | Triggers when a Membership Template is updated in Wodify |
| Membership Updated (Real-time) | Triggers when a Membership is updated in Wodify |
| Payment Method Created (Real-time) | Triggers when a Payment Method is created in Wodify |
| Performance Result Created (Real-time) | Triggers when a Performance Result is created in Wodify |
| Performance Result Updated (Real-time) | Triggers when a Performance Result is updated in Wodify |
| Smart Device Webhook Created (Real-time) | Triggered via a Smart Device Webhook |
| Transaction Created (Real-time) | Triggers when a Transaction is created in Wodify |
| Transaction Updated (Real-time) | Triggers when a Transaction is Updated |
| Workflow Button Request Created (Real-time) | Triggered via a Workflow Button in the Wodify mobile app |
| Workout Created (Real-time) | Triggers when a Workout is created in Wodify |
| Workout Updated (Real-time) | Triggers when a Workout is updated in Wodify |
Available Non-Wodify Triggers
There are thousands of triggers connected to non-Wodify apps that can be connected to your workflow. For a full list of available connectors, check out this integrations list. Below are a few of our favorites!
| Connector | Trigger | Description |
|---|---|---|
| Google Sheets | New Row | Triggers when a row is added to a Google Sheet |
| Google Sheets | New Row (Polling) | Checks a Google Sheet on a set interval for new rows |
| Google Sheets | New Row in Shared Drive | Triggers when a row is added to a Google Sheet in a shared drive |
| Google Sheets | Updated Row | Triggers when a row in a Google Sheet is changed |
| Google Sheets | Updated Row (Polling) | Checks a Google Sheet on a set interval for changed rows |
| Google Calendar | New Event | Triggers when a calendar event is created |
| Google Calendar | Updated Event | Triggers when a calendar event is changed |
| Google Calendar | Event Ends | Triggers when a calendar event's end time passes |
| Gmail | New Email | Triggers when an email arrives |
| Slack | Button Clicked | Triggers when someone clicks a button in a Slack message |
| Zoom | New Event | Triggers on Zoom events like meetings, webinars, and recordings |
| Eventbrite | New Attendee | Triggers when someone registers for an event |
| Eventbrite | New Order | Triggers when a ticket order is placed |
| Eventbrite | Updated Attendee | Triggers when an attendee's details change |
| Facebook Lead Ads | New Lead | Triggers when a Facebook lead form is submitted |
| Scheduler | Timer | Runs the workflow on a repeating interval |
Available Wodify Actions
| Action Name | Action Description |
|---|---|
| Add Client to Group | Add a Client to a Group in Wodify |
| Add Followers to Task | Add followers to a Task in Wodify |
| Add Lead to Group | Add a Lead to a Group in Wodify |
| Add Membership Hold | Add a Hold to a Membership in Wodify |
| Add Membership Locations | Add Locations to a Membership in Wodify |
| Add Membership Programs | Add Programs to a Membership in Wodify |
| Add Membership Template Locations | Add Locations to a Membership Template in Wodify |
| Add Membership Template Programs | Add Programs to a Membership Template in Wodify |
| Associate People with Task | Associate people with a Task in Wodify |
| Complete Task | Complete a Task in Wodify |
| Convert Dependent to Client | Convert a Dependent to a Client with a login in Wodify |
| Convert Dependent to Lead | Convert a Dependent to a Lead with a login in Wodify |
| Convert Drop-In to Lead | Convert a Drop-In to a Lead in Wodify |
| Convert Lead to Client | Convert a Lead to a Client in Wodify |
| Create Class Reservation | Reserve a Class for a Client |
| Create Class Sign-in | Sign a Client into a Class |
| Create Client | Create a Client in Wodify |
| Create Client Progression | Enroll a Client in a Progression in Wodify |
| Create Device History Event | Send a Device History Event to Wodify |
| Create Lead | Create a Lead in Wodify |
| Create Membership | Create a Membership in Wodify |
| Create Membership Hold Reason | Create a Membership Hold Reason in Wodify |
| Create Membership Template | Create a Membership Template in Wodify |
| Create Payment Plan Template | Create a Payment Plan for a Membership Template in Wodify |
| Create Task | Create a Task in Wodify |
| Create Workout | Create a Workout in Wodify |
| Deactivate Client | Set Client Status to Inactive in Wodify |
| Deactivate Membership | Deactivate a Membership in Wodify |
| Delete Client Progression | Unenroll a Client from a Progression in Wodify |
| Delete Followers from a Task | Delete Followers from a Task in Wodify |
| Delete Lead | Delete a Lead in Wodify |
| Delete Membership | Delete a Membership in Wodify |
| Delete Membership Template | Delete a Membership Template in Wodify |
| Delete Payment Plan Template | Delete a Payment Plan on a Membership Template in Wodify |
| Delete Task | Delete a Task in Wodify |
| Delete Workout | Delete a Workout in Wodify |
| Dissociate People from Task | Dissociate people from a Task in Wodify |
| Enroll Client in Workflow | Enroll a Client in this Workflow in Wodify |
| Enroll Drop-In in Workflow | Enroll a Drop-In in this Workflow in Wodify |
| Enroll Lead in Workflow | Enroll a Lead in this Workflow in Wodify |
| Generate Client Registration Link | Generate Registration Link for New Client |
| Generate Next Membership | Generate the next Membership for a specified Membership in Wodify |
| Get Attendance Types | Get and optionally search and sort a list of Attendance Types in Wodify |
| Get Billing Days | Get and optionally search and sort a list of Billing Days in Wodify |
| Get Classes | Get and optionally search and sort a list of Classes in Wodify |
| Get Client | Get a Client's profile in Wodify |
| Get Client Bookings | Get and optionally search and sort a list of Client Bookings in Wodify |
| Get Client Class Sign-ins | Get and optionally search and sort a list of Client Class Sign-ins in Wodify |
| Get Client Enrollment | Get a Client's workflow enrollment data in Wodify |
| Get Client Group Roles | Get and optionally search and sort Client Group roles in Wodify |
| Get Client Progression | Get a Client Progression in Wodify |
| Get Client Progressions | Get and optionally search and sort a list of Client Progressions in Wodify |
| Get Client Reservations | Get and optionally search and sort a list of Client Reservations in Wodify |
| Get Client Statuses | Get and optionally search and sort Client statuses in Wodify |
| Get Client Waiver Q&A | Get the questions and answers for all waivers signed by a Client in Wodify |
| Get Clients | Get and optionally search and sort a list of Clients in Wodify |
| Get Commitment Time Units | Get and optionally search and sort a list of Commitment Time Units in Wodify |
| Get Contract Templates | Get and optionally search and sort a list of Contract Templates in Wodify |
| Get Discounts | Get and optionally search and sort a list of Discounts in Wodify |
| Get Drop-In | Get a Drop-In's Profile in Wodify |
| Get Drop-in Reservations | Get and optionally search and sort a list of Drop-in Reservations in Wodify |
| Get Employee | Get an Employee in Wodify |
| Get Employee Roles | Get and optionally search and sort Employee Roles in Wodify |
| Get Employees | Get and optionally search and sort a list of Employees in Wodify |
| Get Invoice | Get an Invoice in Wodify |
| Get Invoices | Get and optionally search and sort a list of Invoices in Wodify |
| Get Lead | Get a Lead's Profile in Wodify |
| Get Lead Bookings | Get and optionally search and sort a list of Lead Bookings in Wodify |
| Get Lead Class Sign-ins | Get and optionally search and sort a list of Lead Class Sign-ins in Wodify |
| Get Lead Enrollment | Get a Lead's workflow enrollment data in Wodify |
| Get Lead Group Roles | Get and optionally search and sort a list of Group Roles for a Lead in Wodify |
| Get Lead Reservations | Get and optionally search and sort a list of Lead Reservations in Wodify |
| Get Lead Waiver Q&A | Get the questions and answers for all waivers signed by a Lead in Wodify |
| Get Leads | Get and optionally search and sort a list of Leads in Wodify |
| Get Levels | Get and optionally search and sort a list of Levels in a Progression in Wodify |
| Get Locations | Get all locations in Wodify |
| Get Membership | Get a Membership in Wodify |
| Get Membership Hold Reason | Get Membership Hold Reason in Wodify by Id |
| Get Membership Hold Reasons | Get and optionally search and sort a list of Membership Hold Reasons in Wodify |
| Get Membership Template | Get a Membership Template in Wodify |
| Get Membership Templates | Get and optionally search and sort a list of Membership Templates in Wodify |
| Get Membership Types | Get and optionally search and sort a list of Membership Types in Wodify |
| Get Memberships | Search and sort a list of Memberships in Wodify |
| Get Payment Method | Get a Client's Payment Method in Wodify |
| Get Payment Plan Template | Get a Payment Plan Template in Wodify |
| Get Payment Plan Templates | Get and optionally search and sort a list of Payment Plan Templates in Wodify |
| Get Programs | Get and optionally search and sort a list of Programs in Wodify |
| Get Progressions | Get and optionally search and sort a list of Progressions in Wodify |
| Get Revenue Categories | Get and optionally search and sort a list of Revenue Categories in Wodify |
| Get Service | Get a Service in Wodify |
| Get Services | Get and optionally search and sort a list of Services in Wodify |
| Get Tax Rates | Get and optionally search and sort a list of Tax Rates in Wodify |
| Get Transaction | Get a Transaction in Wodify |
| Get Units of Time | Get and optionally search and sort a list of Unit of Time in Wodify |
| Get Workout | Get a Workout in Wodify |
| Get Workouts | Get and optionally search and sort a list of Workouts in Wodify |
| Grant Employee Roles | Grant Roles to an Employee in Wodify |
| Promote Client Progression | Promote a Client in a Progression in Wodify |
| Reactivate Client | Set a Client's Status to Active in Wodify |
| Reinstate Client | Reinstate a suspended Client in Wodify and grant the Client access to Wodify |
| Remove Clients from Group | Remove Clients from a Group in Wodify |
| Remove Leads from Group | Remove Leads from a Group in Wodify |
| Remove Membership Hold | Remove a Hold on a Membership in Wodify |
| Remove Membership Locations | Remove Locations from a Membership in Wodify |
| Remove Membership Programs | Remove Programs from a Membership in Wodify |
| Remove Membership Template Locations | Remove Locations from a Membership Template in Wodify |
| Remove Membership Template Programs | Remove Programs from a Membership Template in Wodify |
| Remove Payment Plan Template Location Tax Rates | Remove Location Tax Rates from a Payment Plan Template in Wodify |
| Reopen Task | Reopen a task in Wodify |
| Resume Membership Auto-renew | Resume auto-renew for a Membership in Wodify |
| Revoke Employee Roles | Revoke roles from an Employee in Wodify |
| Schedule Membership Deactivation | Schedule a Membership to be Deactivated in Wodify |
| Send Email | Send templated or custom email in Wodify |
| Send In-App Chat | Send an In-App Chat to Clients in Wodify |
| Send SMS | Send SMS to a Lead or Client or Drop-In in Wodify |
| Stop Membership Auto-renew | Stop auto-renew for a Membership in Wodify |
| Suspend Client | Set a Client to suspended in Wodify and revoke their profile and Wodify access |
| Tag Client | Add tags to a Client in Wodify |
| Tag Lead | Add tags to a Lead in Wodify |
| Unenroll Client from Workflow | Unenroll a Client from this Workflow in Wodify |
| Unenroll Drop-In from Workflow | Unenroll a Drop-In from this Workflow in Wodify |
| Unenroll Lead from Workflow | Unenroll a Lead from this Workflow in Wodify |
| Unschedule Membership Deactivation | Remove a Membership Scheduled Deactivation in Wodify |
| Untag Client | Remove tags from a Client in Wodify |
| Untag Lead | Remove tags from a Lead in Wodify |
| Update Client | Update a Client in Wodify |
| Update Client Criteria | Update a Client Criteria in a Client Progression in Wodify |
| Update Client Progression | Update a Client Progression in Wodify |
| Update Lead | Update a Lead in Wodify |
| Update Membership | Update a Membership in Wodify |
| Update Membership Discounts | Update Discounts on a Membership in Wodify |
| Update Membership Hold | Update a Hold on a Membership in Wodify |
| Update Membership Hold Reason | Update a Membership Hold Reason in Wodify |
| Update Membership Template | Update a Membership Template in Wodify |
| Update Payment Plan Template | Update a Payment Plan on a Membership Template in Wodify |
| Update Payment Plan Template Location Tax Rates | Update and add Location Tax Rates to a Payment Plan Template in Wodify |
| Update Task | Update a Task in Wodify |
| Update Workflow Button Request Status | Update the status of a Workflow Button Request in Wodify |
| Update Workout | Update a Workout in Wodify |
Available Non-Wodify Actions
| Connector | Action | Description |
|---|---|---|
| Google Sheets | Add Row | Add a row to a Google Sheet |
| Google Sheets | Add Rows in Bulk | Add many rows to a Google Sheet at once |
| Google Sheets | Search Rows | Find rows in a Google Sheet that match a value |
| Google Sheets | Get Rows | Pull rows from a Google Sheet |
| Google Sheets | Update Row | Update one row in a Google Sheet |
| Google Sheets | Update Rows in Bulk | Update many rows in a Google Sheet at once |
| Google Calendar | Create Event | Create a calendar event |
| Google Calendar | Search Events | Find calendar events that match criteria |
| Google Calendar | Get Calendar | Look up a calendar |
| Google Calendar | Delete Event | Remove a calendar event |
| Google Drive | Search File or Folder | Find a file or folder by name |
| Google Drive | Create Folder | Create a folder |
| Google Drive | Copy File | Copy a file |
| Google Drive | Move or Rename File | Move or rename a file |
| Google Drive | Upload File | Upload a file to Google Drive |
| Google Contacts | Search Contacts | Find a Google contact |
| Google Contacts | Create Contact | Add a Google contact |
| Google Contacts | Update Contact | Edit a Google contact |
| Gmail | Send Email | Send an email from Gmail |
| Gmail | Download Attachment | Pull an attachment from an email |
| Outlook | Send Email | Send an email from Outlook |
| Outlook | Create Event | Create an Outlook calendar event |
| Outlook | Search Calendar | Find Outlook calendar events |
| Slack | Post Message | Post a message to a Slack channel |
| Slack | Get User by Email | Look up a Slack user by email |
| Workbot for Slack | Post Bot Reply | Reply to a Slack bot command |
| Workbot for Slack | Post Bot Message | Post a message as the Slack bot |
| HubSpot | Search Records | Find HubSpot records |
| HubSpot | Get Record | Pull one HubSpot record |
| HubSpot | Get Owner | Look up a HubSpot record owner |
| HubSpot | Update Record | Update a HubSpot record |
| HubSpot | Create Engagement | Log a note, task, or call in HubSpot |
| Zoom | Schedule Meeting or Webinar | Create a Zoom meeting or webinar |
| Zoom | Add Registrant | Register someone for a Zoom meeting or webinar |
| Zoom | Get Registrants | List registrants for a Zoom meeting or webinar |
| Zoom | Update Registrant Status | Approve, deny, or cancel a registrant |
| Zoom | Get Meeting or Webinar | Pull a Zoom meeting or webinar record |
| Zoom | Get User | Look up a Zoom user |
| Zoom | Download Cloud Recording | Pull a Zoom cloud recording file |
| SurveyMonkey | Send Survey | Send a SurveyMonkey survey |
| SurveyMonkey | Look Up Survey | Find a SurveyMonkey survey |
| AMcards | Create Card | Send a physical greeting card |
| Scheduler | Wait Until Time | Pause the workflow until a set date and time |
| Scheduler | Wait for Interval | Pause the workflow for a set amount of time |
| Scheduler | Get Time | Get the current date and time |
| Recipe Functions | Call Function | Run another workflow and wait for its result |
| Recipe Functions | Call Function (Async) | Run another workflow without waiting |
| Recipe Functions | Return Result | Send data back to the workflow that called this one |
| Variables | Declare Variable | Create a variable to use in later steps |
| Variables | Declare List | Create a list to use in later steps |
| Variables | Update Variables | Change a variable's value |
| Variables | Add to List | Add an item to a list |
| Variables | Add Batch to List | Add many items to a list at once |
| Lookup Tables | Search Entries | Find entries in a lookup table |
| Lookup Tables | Get Entry | Pull one entry from a lookup table |
| Lookup Tables | Get Entries | Pull entries from a lookup table |
| Lookup Tables | Add Entry | Add an entry to a lookup table |
| Lookup Tables | Add Batch of Entries | Add many entries to a lookup table at once |
| Lookup Tables | Update Entry | Update an entry in a lookup table |
| Lookup Tables | Delete Entry | Remove an entry from a lookup table |
| Lookup Tables | Clear Table | Remove every entry from a lookup table |
FAQs
- "I am confused about how to use these actions and triggers to build a Wodify Workflow." Answer: Reach out to our Business Success team at support@wodify.com with your ideal workflow, and we can help you build it!
Comments