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Create a Kahunas client when someone buys coaching in Newie. Set the client up with the right package and check-in forms, with payment handled through Newie.

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Prepare the Kahunas package

You’ll need a Kahunas coach or admin account and Newie connected to Zapier. Have the package, check-in form, daily check-in form, initial Q&A and plan start details ready before you build the client-create step.

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Create the client after purchase

  1. Choose Newie as the Zap trigger. Use Subscription Started for onboarding on the billing start date, or Payment Paid for a one-off purchase or access that requires confirmed payment.
  2. Add Filter by Zapier for the Newie service’s Offering ID.
  3. Add a repeat-action check for this purchase before creating a client or notifying the coach. Payment Paid also runs for renewals and instalments; neither branch should repeat onboarding already arranged for the same purchase.
  4. Check whether the customer already exists in Kahunas. For an existing client, notify the coach to update their package instead of creating another client. If the Zap cannot check for an existing client, send the coach a setup task. For a new client, connect Kahunas and choose Create New Client.
  5. Map the customer’s usable email address. Kahunas requires First Name and Last Name separately; use Formatter → Text → Split Text on Newie’s user.name and check the results for multi-word names.
  6. Select the package, plan start date, required forms and check-in schedule. Set Does this client need to pay? to No when payment is handled in Newie, and complete the remaining required options shown in Kahunas.
  7. Test with a client you can identify. Check the package, forms, start date and payment setting. Test a repeat payment to confirm it does not create another client or repeat the coach task, then turn on the Zap.
The Kahunas action list shows all required fields. Selecting the package is a separate step from mapping the Newie service name.

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Handle existing clients and later events

Use Payment Overdue to ask the coach to check the unpaid invoice and contact the customer before changing coaching access. Use Subscription Ends for an offboarding review: check the service agreement because a completed instalment plan may finish payment before coaching ends. Kahunas’s published Zapier actions do not include client archiving, so the coach completes that change in Kahunas. Last updated: 2026-09-10