PTminder integration with LeadConnector
How to Create and update LeadConnector contacts when new PTminder clients are added
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create and update LeadConnector contacts when new PTminder clients are added" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PTminder integrations
PTminder actions
Nekton can use any feature that is available in PTminder API.
Using our advanced AI, you can easily create custom automations for PTminder.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a Client in PTminder
Class Created
Triggers when a class booking is created.
Client Created
Triggers when a new client is created.
Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Client Package Finished
Triggers when a package finishes due to all the credits being used up.
About PTminder
PTminder is a business management platform designed for Personal Trainers