What it is

Zapier helps you connect Apotheo with 4,000+ other popular apps and automate repetitive tasks. These automations are called Zaps, and you can set them up in minutes without any code.

Here are a few examples of what you can can do with Apotheo + Zapier:

• Add new applications to a Google Sheet.
• Add new clients as contacts in your email software, e.g. ActiveCampaign, Mailchimp, etc.
• Add new clients to a community management platform, e.g. Mighty Network.
• Send a Slack notification when something happens in Apotheo.

Visit our Zapier integration page to view more templates and see which apps are supported.

How it works

A Zap is an automated workflow that connects your apps. Each Zap has a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger occurs.

For example, if you want to add new Apotheo clients to Mailchimp the trigger is Client Added in Apotheo, and the action is Add/Update Subscriber in Mailchimp.

Supported Triggers

Apotheo gives you a variety of triggers to use in order sync data to other apps:

• Application Received
• Application Accepted
• Application Rejected
• Client Added
• First Payment Received
• Signup Submitted
• Client Assigned Start Date
• Check-in Submitted
• Client Pricing Changed
• Client Subscription Cancelled
• Client Archived
• Client Deleted
• Client Restored
• Client Paused
• Client Resumed
• Service Changed

Supported Actions

Apotheo gives you a variety of actions that can be triggered by other apps:

• Create Client
• Find Client
• Send Message
• Update Paid Until Date
• Pause Client
• Resume Client
• Archive Client
• Restore Client

Updated on: 01/04/2024