> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.apotheo.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Zapier Integration

Zapier lets you connect Apotheo to thousands of other apps and automate workflows. When certain events happen in Apotheo, Zapier can trigger actions in other tools — like adding a new client to your email list, sending a Slack notification when a check-in is submitted, or logging payments to a spreadsheet.

## How It Works

Zapier uses **triggers** and **actions**:

- **Triggers** are events that happen in Apotheo (e.g. a new client is added, a check-in is submitted)
- **Actions** are tasks performed in other apps when a trigger fires (e.g. send an email, create a spreadsheet row, post a Slack message)

You combine triggers and actions into **Zaps** — automated workflows that run in the background.

## Setting Up the Integration

1. Create a [Zapier account](https://zapier.com) if you don't have one
2. Search for **Apotheo** in Zapier's app directory
3. Follow the prompts to connect your Apotheo account
4. Create a new Zap and select an Apotheo trigger

## Available Triggers

Triggers are events in Apotheo that can start a Zap:

| Trigger | Description |
|---------|-------------|
| **Client Account Created** | A new client account is created |
| **Client Submits Signup Form** | A client completes the signup form |
| **Client First Payment** | A client makes their first payment |
| **Client Given Start Date** | A client is assigned a start date |
| **Client Submits Check-In** | A client submits a check-in |
| **Client Service Changed** | A client's service type changes |
| **Client Pricing Changed** | A client's pricing option changes |
| **Client Subscription Cancelled** | A client's subscription is cancelled |
| **Client Archived** | A client is archived |
| **Client Restored from Archive** | An archived client is restored |
| **Client Paused** | A client's subscription is paused |
| **Client Resumed** | A client's subscription is resumed |
| **Client Deleted** | A client is deleted |
| **Application Form Submitted** | Someone submits an application form |
| **Application Accepted** | An application is accepted |
| **Application Moved to Pending** | An application status moves to pending |
| **Application Rejected** | An application is rejected |

## Available Actions

Actions are things Zapier can do in Apotheo when triggered by another app:

| Action | Description |
|--------|-------------|
| **Create Client** | Creates a new client account with specified coach, service, and pricing |
| **Update Client** | Updates an existing client's service, pricing, coach, paid-until date, or next check-in date |
| **Find Client** | Searches for a client by email and returns their details |
| **Send Message** | Sends a message from the coach to a client |
| **Update Paid-Until Date** | Updates a client's payment expiration date |
| **Archive Client** | Archives a client account |
| **Restore Client** | Restores an archived client to active status |
| **Pause Client** | Pauses a client's subscription (with optional end date) |
| **Resume Client** | Resumes a paused client's subscription |

## Example Workflows

### New Client Notification

**Trigger:** Client Account Created
**Action:** Send a Slack message to your team channel

### Check-In Tracking

**Trigger:** Client Submits Check-In
**Action:** Add a row to a Google Sheets spreadsheet

### Email Marketing

**Trigger:** Client Account Created
**Action:** Add subscriber to your Mailchimp audience

### Onboarding Automation

**Trigger:** Client First Payment
**Action:** Send a welcome email via Mailchimp and create a Trello card for onboarding tasks

### Automatic Upgrades

**Trigger:** A client purchases an upgrade in your external checkout
**Action:** Update Client moves them to the new service — their check-in schedule follows automatically

### Holiday Handling

**Trigger:** A client fills in your holiday form (e.g. Typeform or Google Forms)
**Action:** Update Client sets their next check-in to the week they're back

## Tips

- Start with simple Zaps and add complexity as needed
- Test your Zaps with sample data before relying on them
- Use Zapier's filtering features to only trigger on specific conditions (e.g. only clients on a certain service)
- Check your Zap history in Zapier to troubleshoot any issues