Here are a few Zapier Templates (Automated & Manual) we have created that you could set up in your Zapier Account when you sign up for a Studio Pro Premier Subscription (More > Studio Pro Premier)
Studio Pro → Excel Zaps
- Studio Pro New Parent → Excel: Anytime a new parent is created in Studio Pro, add row in Microsoft Excel (automated)
- Studio Pro Class Added → Excel: Anytime a class added is created in Studio Pro, add row in Microsoft Excel (automated)
- Studio Pro Class Dropped → Excel: Anytime a student is dropped from a class in Studio Pro, it will create a spreadsheet row in Microsoft Excel (automated)
- Studio Pro New Student → Excel: Anytime a new student is created in Studio Pro, add row in Microsoft Excel (automated)
- Studio Pro Leads & Prospects → Excel: Anytime a new lead is created in Studio Pro, add row in Microsoft Excel (automated)
- Studio Pro Webhook → Excel: Manually Push Studio Pro Merchant Services Payments using Zapier Webhook - Anytime a hook is caught in Webhooks by Zapier, add row in Microsoft Excel (Manual)
Studio Pro → Google Sheets
- Studio Pro Class Dropped → Google Sheets: Anytime a student is dropped from a class in Studio Pro, it will create a spreadsheet row in Google Sheets (automated)
- Studio Pro Class Added → Google Sheets: Anytime a student is added to a class in Studio Pro, it will create a spreadsheet row in Google Sheets (automated)
- Studio Pro New Student → Google Sheets: Anytime a new student is created in Studio Pro, add row in Microsoft Excel (automated)
- Studio Pro New Parent → Google Sheets: Anytime a new parent is created in Studio Pro, add row in Microsoft Excel (automated)
- Studio Pro Leads & Prospects → Google Sheets: Anytime a lead is created in Studio Pro, create spreadsheet row in Google Sheets (automated)
Studio Pro → Keap Zaps:
- Studio Pro → Infusionsoft (Keap): Anytime a class added is created in Studio Pro, create/update contact in Keap Max Classic (automated)
- Studio Pro → Infusionsoft (Keap): Anytime a class dropped is created in Studio Pro, create/update contact in Keap Max Classic (automated).
Studio Pro → Quickbooks Online Zaps:
If you're using Parents as the customer in Quickbooks Online-
- Studio Pro → Quickbooks Online: Anytime a new parent is created in Studio Pro, create a customer in QuickBooks Online.
If you're using Students as the customer in Quickbooks Online-
- Studio Pro → Quickbooks Online: Anytime a new student is created in Studio Pro, find or create a customer in QuickBooks Online.
Studio Pro → Xero Zaps
- Studio Pro Send Selected Parents to → Create/Update Contact Xero: ** Anytime you go to the main Parents page to select parents to be manually pushed using the Parent Actions dropdown in Studio Pro, you will create/update contacts in Xero (manual).
- Studio Pro Webhook → Xero: ** Manually Push Studio Pro Merchant Services Payments using Zapier Webhook - Anytime a hook is caught in Webhooks by Zapier, create a bank transaction in Xero (manual)
- Studio Pro New Parent Created → Create / Update Contact Xero: Anytime a new parent is created in Studio Pro, create/update a contact in Xero (automated)
Studio Pro → MailChimp Zaps
- Studio Pro Send Selected Students to → Mailchimp: Anytime you go to the main Students page to select parents to be manually pushed using the Student Actions dropdown in Studio Pro, you will create/update contacts in MailChimp (manual).
- Studio Pro Send Selected Parents to → Mailchimp: Anytime you go to the main Parents page to select parents to be manually pushed using the Parent Actions dropdown in Studio Pro, you will create/update contacts in MailChimp (manual).
- Studio Pro New Student → MailChimp: Anytime a new student is created in Studio Pro, add/update the subscriber in Mailchimp (automated)
- Studio Pro New Parent → MailChimp: Anytime a new parent is created in Studio Pro, add/update the subscriber in Mailchimp (automated)
Studio Pro → Email Zaps
- Studio Pro Dropped Class → Send email (Gmail): Anytime a class dropped is created in Studio Pro, send an email in Gmail (automated)
- Studio Pro Dropped Class → Send email (Microsoft Outlook): Anytime a class dropped is created in Studio Pro, send an email in Microsoft Outlook (automated)
Studio Pro → Check In Pointe
Check In Pointe has just integrated with Zapier. You're able to add this integration via this link:
https://zapier.com/developer/public-invite/180429/32a5d5c64bbfeb5fd261d504a7bac651/
The triggers (events) that are available are:
- Class Added
- Class Dropped
- New Non-Revenue Credit
- New Debit
- New Lead
- New Parent
- New Payment
- New Refund
- New Student
- Send Classes
- Send Leads
- Send Parents
- Send Students
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