Integrate PT software with our platform using Zapier to automate client management.
Identify the PT software you want to integrate with our platform.
Zapier bridges the gap between our software and your PT software.
Click the provided link to access the integration video and instructions.
Use the free plan for two steps; a paid plan for more steps.
Download the template for Zapier and load it into your account.
Delete unnecessary steps (e.g., Google Drive steps) and keep relevant ones.
Connect your PT software and generate an API key from your platform’s settings.
Configure triggers (e.g., pipeline stage changes) to automate client setup.
Select your PT software from Zapier and configure actions like creating clients.
Map fields (e.g., email, name) to match between systems.
Test the setup, and if successful, activate the automation.
For Google Drive setups, refer to the linked video for specific instructions.