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Set Up Zapier — 10 Steps (Coach)

A step-by-step guide to connecting FITR to other apps via Zapier and publishing your first automated workflow.

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Zapier connects FITR to thousands of other apps so you can automate workflows, for example, adding new clients to a mailing list, sending a Slack message when someone subscribes, or updating a CRM. This guide walks you through the setup in 10 steps.


⚠️ Before you start

  • You need a Zapier account - a free account is enough to get started

  • You need your FITR coach account credentials ready to connect

  • See Set Up Zapier for an overview of what FITR's Zapier integration can do


🖥 How to set up Zapier in 10 steps

  1. Log in to Zapier at zapier.com, or create a free account if you do not have one

  2. Create a new Zap — from your dashboard, click Create Zap

  3. Search for FITR in the trigger app search bar and select it

  4. Select a trigger event — for example, "New Client Subscribed" or "Client Cancelled"

  5. Connect your FITR account — Zapier will ask you to authorise with your FITR coach account credentials

  6. Test the trigger — Zapier will pull sample data to confirm the connection is working

  7. Choose an action app — select the app you want FITR to connect with (e.g. Mailchimp, Slack, Google Sheets)

  8. Set up the action — follow Zapier's steps to configure exactly what should happen when the trigger fires

  9. Test your Zap — run a test to make sure everything works as expected

  10. Publish your Zap — turn it on and you are done


🔧 Troubleshooting and FAQs

My Zap is not triggering

  • Make sure the Zap is turned on (published). Also check that the trigger event has actually occurred in FITR since setting up the Zap — Zapier only catches events going forward, not historical ones.

Zapier is pulling different data from my account


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💬 Contact Support if...

  • You cannot connect your FITR account to Zapier

  • Your Zap is set up correctly but not firing

Please include your FITR account email and the Zap name or trigger event.

Email: [email protected] | Live chat: Available within the FITR platform

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