Use this when you sell through Newie but deliver the program in a coaching app such as ABC Trainerize, Everfit, HubFit, Kahunas, or another tool connected through Zapier. The clean setup is to let Newie handle checkout, payment, agreement, receipts, billing, and the customer record. The coaching app should handle workouts, check-ins, habits, nutrition, messaging, progress tracking, and app access.Documentation Index
Fetch the complete documentation index at: https://docs.newie.app/llms.txt
Use this file to discover all available pages before exploring further.
What This Connection Handles
A good Zap keeps the handoff between payment and coaching delivery clean. Newie can trigger the next admin step when the right purchase, subscription, or payment event happens.- Send paid customers into the right program, group, challenge, or onboarding flow
- Keep future-start customers from getting app access too early
- Flag overdue, paused, or ended customers so access can be reviewed
- Reduce manual copying of names, emails, start dates, and program details between tools
Before Building the Zap
Make the Newie offer and coaching-app setup match each other before opening Zapier.| Check | Why it matters |
|---|---|
| Newie service | The Zap needs to know which Newie service should trigger the coaching-app action |
| Coaching app program or group | The customer needs somewhere specific to be added after purchase |
| Start date | Future-start coaching programs should not always grant access at purchase time |
| Required app fields | Some coaching apps require program IDs, package IDs, form IDs, group IDs, or onboarding-flow IDs |
| Offboarding process | Not every coaching app exposes a clean archive, pause, or remove-access action in Zapier |
Choose the Newie Trigger
| Workflow | Best Newie trigger | Use it when |
|---|---|---|
| Add a paying subscription client to a coaching app | Subscription Started | The customer should get app access when billing starts and the subscription becomes active |
| Prepare a customer before a future start date | Subscription Created | You want an admin task or draft record before paid access starts |
| Add a one-off buyer to an app or challenge | One-Off Purchase Complete | The customer bought a paid-upfront program, consult, challenge, assessment, or resource |
| Run something only after payment is confirmed | Payment Paid | The Zap should wait for a confirmed payment across subscriptions, installment plans, or one-off purchases |
| Tell you to review access | Payment Overdue, Payment Uncollectible, Subscription Paused, or Subscription Ends | You may need to pause, archive, remove access, or follow up manually |
Common Coaching App Actions
| Coaching app | Common Zapier action | Notes |
|---|---|---|
| ABC Trainerize | Create / Update Client V2, Subscribe to Main Program, Add Tag to Client, Add to Group | Good for adding or updating the client by email, then assigning the right trainer, program, tag, or group where available |
| Everfit | Invite New Client, Register Client by Public Invite Link, Assign Clients to Onboarding Flow, Assign Client to Resource Collection | Some assignment actions need an existing Everfit client ID or resource ID |
| HubFit | Add New Client, Add Client to Community, Add Workout Plan to Client Profile, Add Nutrition Plan to Client Profile, onboarding-flow action | Useful when HubFit is the delivery app for programs, communities, onboarding, workouts, and check-ins |
| Kahunas | Create New Client | Requires more program setup detail, such as package, plan start, check-in form, and related IDs |
| Other coaching app | Create client, invite user, add tag, assign program, or send notification | Confirm the exact action exists inside Zapier before relying on it |
Recommended Zap
Create the Newie service
Set up the coaching program, subscription, fixed-term subscription, one-off service, or installment plan in Newie.
Prepare the coaching app
Create the program, group, package, tag, onboarding flow, or resource collection in the coaching app before building the Zap.
Connect Newie to Zapier
In Newie, go to Settings → Integrations → Zapier and copy the API Token. In Zapier, create a new Zap and choose Newie as the trigger app.
Choose the trigger
Use Subscription Started for subscription-backed app access, One-Off Purchase Complete for paid-upfront programs, or Payment Paid where the workflow needs confirmed payment.
Filter to the right service
If the account has multiple services, add Filter by Zapier or Paths by Zapier so this Zap only runs for the matching Newie service. Filter on the Newie Offering ID, not just the service name.
Copy the Offering ID
In Newie, go to Sell → Services, tap the
... menu next to the service, scroll to the bottom, and copy the Offering ID. Paste that ID into the Filter by Zapier condition for the service you want this Zap to handle.Add the coaching app action
Choose the coaching app as the action app. Map Newie customer email, name, service name, and start date into the app fields. Add the program, group, package, tag, or onboarding-flow fields required by the app.
Test with a real purchase
Test the Zap and confirm the customer appears in the coaching app exactly where expected.
Multi-Program Setup
Avoid one Zap that sends every Newie customer into the same app program. This matters when one Newie service should add a customer to one coaching-app program, and another Newie service should add them to a different program. Use one of these patterns:- One Zap per Newie service, each with a Filter by Zapier step that checks the Offering ID
- One Zap with Filters when only one program should continue through the Zap
- One Zap with Paths when different Offering IDs should route to different app actions
- A notification-only Zap when you need to review the customer before assigning access
Filter by Offering ID
This is the step that often trips people up: Zapier needs the Newie service’s Offering ID so it can tell which service was purchased.- In Newie, open Sell → Services.
- Tap the
...menu next to the service. - Scroll to the bottom of the menu and copy Offering ID.
- In Zapier, add Filter by Zapier after the Newie trigger.
- Set the filter to continue only when the Newie Offering ID exactly matches the ID you copied.
https://share.newie.app/offerings/OFFERING_ID. Copying Offering ID from the service menu is usually clearer than trying to pull it out of the link manually.
What to Keep in Newie
Keep these records in Newie:- What the customer bought
- How the customer pays
- Subscription, installment plan, and payment status
- Invoices, receipts, failed payments, and overdue status
- Terms of Service and signed agreement records where enabled
- Welcome Emails and customer purchase history
App-Specific Setup Pages
Newie + Trainerize
Connect Newie purchases or subscriptions to ABC Trainerize client creation, program assignment, tags, groups, or notifications.
Newie + Everfit
Invite clients into Everfit and trigger onboarding, resource, or assignment workflows where the Everfit Zapier action supports it.
Newie + HubFit
Add HubFit clients, communities, workout plans, onboarding flows, and notifications from Newie billing events.
Newie + Kahunas
Create Kahunas clients from Newie events where the required package, form, check-in, and plan fields are available.
When to Use a Human Review Step
Use a notification instead of automatic app access when:- You need to approve the customer’s goals, health details, or program fit first
- The customer bought a consult before choosing the full program
- The app action needs fields that are not available from the Newie trigger
- The customer needs a custom program, custom start date, or manual onboarding
- The workflow affects access removal, pause handling, or customer support