Connect Newie to Your Coaching App

You can use Newie for payments and manage client setup and training in your coaching app separately. If you want to automate steps such as creating a client or assigning a program, connect the apps through Zapier. The connection needs two parts: a Newie event that starts the workflow and a supported action in your coaching app. This guide explains how to choose and connect those steps.

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Prepare the service and coaching content

Create the service in Newie and prepare the program, group or onboarding content in your coaching app. Then open the guide for that app to check its Zapier connection, available actions and required fields. Choose the actual result you want, such as creating a client and assigning them to a program. Some apps need separate actions for those jobs. If an action is unavailable or a coach needs to review the client first, the Zap can notify your team to complete that part manually.

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Choose when to start onboarding

Choose the Newie trigger according to when the client should receive the next step: Subscription Started does not confirm that a bank payment has cleared. Use Payment Paid if access depends on confirmed payment. It runs for later renewals and instalments too, so the Zap needs a check to avoid sending the same onboarding again. Payment Paid can also run for a separate Setup Fee, before regular billing begins. If access must wait for the first regular payment, have someone review that invoice before granting it; the trigger has no Setup Fee flag you can use to make that distinction.

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Build the connection

1. Follow Connecting Newie to Zapier, then create a Zap with Newie as the trigger app and select your event.
2. Add a filter for the service’s Offering ID, using the steps below. This keeps purchases of other services out of the workflow.
3. Choose the coaching app and its action. Map the customer’s name and usable email address from Newie. A private Apple relay address may not accept invitations from another app.
4. If the action assigns content, select the program, group or package. Use the destination app’s own IDs and settings; the Newie service name or Offering ID does not select coaching content.
5. Add any further action the workflow needs, such as a program assignment after creating the client. Map a start date where the app’s action requires one.

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Filter by Offering ID

An Offering ID is the identifier for a Newie service. On iPhone, open Sell → Services, open the service’s … menu and share sheet, then choose Copy Offering ID. On Mac, copy offeringID from a Newie Zap sample for that service. After the Newie trigger, add Filter by Zapier and continue only when Offering ID Exactly matches that value. Use the ID instead of the service name, which can change or be reused. For several services, use a separate filtered Zap for each or Paths by Zapier to send different services to different actions.

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Avoid duplicate profiles and invitations

Use a search or create-or-update action, where the coaching app supports one, to reuse an existing client profile. A returning client may need new program access rather than another account. If the app offers neither action, make client creation a task for someone to review. For an invitation or task that should run once per purchase, also check whether that purchase has already been processed. An email lookup alone cannot tell you whether an existing client has bought a new program. Follow Prevent repeat invitations and tasks to use the purchase ID and record the completed action.

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Test the client’s result

Run a test with a dedicated customer record and check the result of each action you configured. For an invitation, confirm the intended client receives it. For a program assignment, confirm the program and any supported start-date setting. If the Zap creates a task for a coach, confirm it reaches the right person with the client and service details they need. Run a repeat event as well: it should not create a duplicate profile or resend onboarding that has already completed. Turn on the Zap once those results are correct. If you used a real Newie purchase for testing, cancel any test subscription and refund any test payment as needed. Deleting the test client from the coaching app does not undo the Newie purchase.

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Find the matching coaching-app action

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Handle later payment and access changes

You can build separate workflows for Payment Overdue, Payment Uncollectible, Subscription Paused or Subscription Ends. Decide what each event means for your service before using it to change access. For an instalment plan, the end of billing does not necessarily end access to the program the client bought. Review the Newie purchase and agreed terms when a change needs a decision. If an action fails, or the coaching app has no suitable archive or access-removal action, make the update in that app. Last updated: 2026-09-11