Prepare Trainerize
You’ll need a Trainerize plan that includes Zapier, a trainer or admin account to connect it, and the programs or groups included in your Newie service. Connect Newie to Zapier before building the workflow.Decide when to give access
Use Subscription Started if coaching begins on the subscription’s billing start date. Use Payment Paid for a one-off purchase, or whenever access must wait for confirmed payment. A bank-debit subscription can become active while its payment is still processing. Payment Paid runs for later renewals and instalments too. Decide whether those payments should change the client’s program or leave their existing access in place.Set up the client workflow
- Create a Zap with Newie as the trigger and the event you chose above.
- Add Filter by Zapier so the Offering ID exactly matches the Newie service. You can copy the Offering ID from its iPhone share sheet or a matching Zap sample.
- If program and onboarding assignments should happen only once per purchase, add a repeat-action check before Create / Update Client V2. Then connect ABC Trainerize and choose that action.
- Map the customer’s usable email address and name. If separate name fields are needed, use Formatter → Text → Split Text on the customer’s
user.namefield from the Newie sample and check names with more than two words. - Set the client type, trainer and the group, tag or main program included in the service. These are Trainerize assignments; the Newie service name does not select them for you.
- Test with a new client and an existing client. Confirm that the correct program is assigned and the existing client is updated without a second profile, then turn on the Zap.
