Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Why Connect Newie + Kahunas
For online coaches using Kahunas for accountability, check-ins, and progress tracking. Newie handles billing; Kahunas handles coaching. Zapier can create paying clients in Kahunas with the right program details where the required Kahunas fields are available.Common Zaps
Subscription Started → Kahunas: Create New Client When billing starts and the subscription becomes active, create the client in Kahunas with the right package and check-in setup. Map email, name, and service name. One-Off Purchase Complete → Kahunas: Create New Client For one-off audits or assessment purchases, create the client in Kahunas after purchase, or notify the coach if the Zap does not have enough package/form details. Payment Overdue → Slack notification Alert the coach so they can pause check-in expectations for an overdue client. Subscription Ends → Slack/Email notification Notify the coach to archive the client in Kahunas and start offboarding.What You’ll Need
- Newie account with Zapier connected (Settings → Integrations → Zapier)
- A Kahunas account with coach/admin access for the user authorizing Zapier
- The Kahunas package, check-in form, daily check-in form, initial Q&A, and plan start details needed by the Create New Client action
Setup at a Glance
- In Newie, go to Settings → Integrations → Zapier and copy your API token.
- In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started or One-Off Purchase Complete.
- Connect Kahunas as the action app.
- Choose Create New Client.
- Map Newie email, name, and service name into the corresponding Kahunas fields, along with the required Kahunas package and form fields.
- Test, then enable.
Notes
- Before turning on the Zap, confirm Kahunas exposes Create New Client and the package/form fields required for your workflow. If those fields are unavailable, trigger a coach notification instead of creating an incomplete client.
- Kahunas’ Create New Client action needs more setup detail than a contact action. If you cannot map package and form fields confidently, trigger a coach notification instead.
- Use Filter by Zapier on the Newie service/offering ID if you run different coaching programs through the same Newie account.
