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Overview

Newie and a coaching app work best when each system keeps its job. Newie handles checkout, billing, agreements, receipts, and customer records while the coaching app handles delivery and client engagement.

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What This Connection Handles

A good Zap keeps the handoff between payment and coaching delivery clean. Newie can trigger the next admin step when the right purchase, subscription, or payment event happens.
  • Send paid customers into the right program, group, challenge, or onboarding flow
  • Keep future-start customers from getting app access too early
  • Flag overdue, paused, or ended customers so access can be reviewed
  • Reduce manual copying of names, emails, start dates, and program details between tools

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Before Building the Zap

Make the Newie offer and coaching-app setup match each other before opening Zapier. If the coaching app does not expose the action you need in Zapier, use Newie to trigger a Slack or email notification and handle that part of the setup manually.

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Choose the Newie Trigger

For paid app access, use Subscription Started rather than Subscription Created when the service has a future billing start date. Subscription Created fires at purchase time; Subscription Started fires when billing starts and the subscription becomes active.

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Coaching App Actions to Look For

Action names and required fields can change by app, plan, and connected workspace. Use this table as a setup guide, then confirm the exact action inside Zapier before relying on it.
1

Create the Newie service

Set up the coaching program as a subscription, one-off purchase, or instalment plan in Newie. For a fixed-length subscription, set Number of Payments to a fixed number.
2

Prepare the coaching app

Create the program, group, package, tag, onboarding flow, or resource collection in the coaching app before building the Zap.
3

Connect Newie to Zapier

If you have not connected Newie yet, follow Connecting Newie to Zapier first. In Zapier, create a new Zap and choose Newie as the trigger app.
4

Choose the trigger

Use Subscription Started for subscription-backed app access, One-Off Purchase Complete for paid-upfront programs, or Payment Paid where the workflow needs confirmed payment.
5

Filter to the right service

If the account has multiple services, add Filter by Zapier or Paths by Zapier so this Zap only runs for the matching Newie service. Filter on the Offering ID, not only the service name.
6

Find the Offering ID

In Newie, open Sell → Services, tap the ... menu next to the service, open the share sheet, and tap Copy Offering ID. Paste that ID into the Filter by Zapier condition for the service you want this Zap to handle.
7

Add the coaching app action

Choose the coaching app as the action app. Map Newie customer email, name, service name, and start date into the app fields. Add the program, group, package, tag, or onboarding-flow fields required by the app.
8

Test with a real purchase

Test the Zap and confirm the customer appears in the coaching app exactly where expected.
9

Turn the Zap on

Once the test is correct, turn on the Zap and check the first live customer manually.

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Multi-Program Setup

Avoid one Zap that sends every Newie customer into the same app program. Different Newie services often need to map to different coaching-app programs. Use one of these patterns:
  • One Zap per Newie service, each with a Filter by Zapier step that checks the Offering ID
  • One Zap with a Filter when only one program continues through the Zap
  • One Zap with Paths when different Offering IDs route to different app actions
  • A notification-only Zap when you need to review the customer before assigning access

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Filter by Offering ID

Zapier needs the Newie service’s Offering ID so it can tell which service was purchased.
  1. In Newie, open Sell → Services.
  2. Tap the ... menu next to the service.
  3. Tap Copy Offering ID in the service share sheet, or copy offering_id from a Newie Zap sample for the service when you are setting up the filter outside the app.
  4. In Zapier, add Filter by Zapier after the Newie trigger.
  5. Set the filter to continue only when the Newie Offering ID exactly matches the ID you copied.
Avoid filtering only on the service name; names can change or be reused.

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What to Keep in Newie

Keep these records in Newie:
  • What the customer bought
  • How the customer pays
  • Subscription, instalment plan, and payment status
  • Invoices, receipts, failed payments, and overdue status
  • Terms of Service and agreed terms records when enabled
  • Welcome Emails and customer purchase history
Keep coaching delivery, program content, check-ins, messages, workouts, habits, nutrition, and progress notes in the coaching app.

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App-Specific Setup Pages

Newie + Trainerize

Connect Newie purchases or subscriptions to ABC Trainerize client creation, program assignment, tags, groups, or notifications.

Newie + Everfit

Invite clients into Everfit and trigger onboarding, resource, or assignment workflows where the Everfit Zapier action supports it.

Newie + HubFit

Add HubFit clients, communities, workout plans, onboarding flows, and notifications from Newie billing events.

Newie + Kahunas

Set up Kahunas clients from Newie events where the required package, form, check-in, and plan fields are available.

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Human Review Step

Add a notification and manual review step for cases like:
  • You need to approve the customer’s goals, health details, or program fit first
  • The customer bought a consult before choosing the full program
  • The app action needs fields that are not available from the Newie trigger
  • A custom program, custom start date, or manual onboarding path is part of the sale
  • The workflow affects access removal, pause handling, or customer support
Last updated: 2026-06-26