Skip to main content
All CollectionsCRM 2.0
Workflow Triggers
Workflow Triggers

This article will cover all Triggers within PushPress Grow

Patrick Chandler avatar
Written by Patrick Chandler
Updated this week

Overview

In Grow, a workflow trigger is the event that starts an automation within a workflow. It tells the system, "When this happens, run this workflow." Once triggered, the workflow runs actions like sending texts or emails, adding tags, or updating contact info, and more! Triggers automate tasks and ensure the right actions happen at the right time—like automatically sending a welcome message when someone submits a free trial form.

PushPress Triggers

Plan Triggers

The data is triggered by a 'plan action event,' which can be one of the following: Pending Active, Active, Alert, Paused, Pending Cancel Cancelled or Completed

Field

Description

plan_name

name of plan

plan_category

category plan is in

plan_type

Recurring

bill_every

billing frequency eg. 1 month, 3 months, 2 weeks, non recurring

recurring

‘Recurs forever’ or ‘non recurring’, ‘3 times’ etc

appointment_credits_per_billing_period

how many appointment credits they get. sum up all appointment credit totals for the plan

open_gym_access

Yes

hybrid_af_access

Yes

attendance_limit_classes

How many class sessions per billing period eg "12 sessions per billing period" or “3 sessions per week” or “12 sessions per month”. This would also include open-gym

plan_status

Pending Active

Class Triggers

The Grow system captures detailed class data through a custom trigger, tracking class events like reservations, cancellations, check-ins, and no-shows. This allows for flexible workflows, follow-ups, and automated reminders based on check-in usage within a billing period.

The process updates check-in data using custom fields. A custom trigger in Grow receives detailed class data, tracking class action events like Reserved, Cancel, Late Cancel, & Check-in. Workflows update custom fields automatically, ensuring accurate check-in records. A dedicated workflow folder manages check-in events, and while some workflows will be in draft mode initially, no-show and cancellation events will be published.

Field

Description

action

Class event type: reserved, cancel, late cancel, check-in.

class_time

Start time of the class.

class_check_in_time

Time the user checks in for the class (empty if not checked in).

class_reservation_time

Time the user reserves the class.

class_name

Name of the class.

class_type

Type of class.

class_location

Location of the class.

plan_name

Name of the plan attached to this class reservation or check-in.

plan_category

Category of the plan attached to this class reservation or check-in.

instructor

Name of the instructor or coach teaching the class.

instructor_email

Email of the instructor or coach teaching the class.

class_check_ins_used_this_period

Number of check-ins used on the current plan during this period before it resets.

class_check_ins_left_this_period

Number of check-ins left on the current plan during this period (e.g., 0, 1, 5, or -1 for unlimited).

Appointment Triggers

Appointment data is captured through a custom trigger, tracking actions like bookings, cancellations, and no-shows, along with details like booking time and instructor info. This setup optimizes workflow control, enables targeted follow-ups, and makes custom field updates more transparent.

The data is triggered by a 'appointment action event,' which can be one of the following: Reserved, Cancel, Late Cancel, Check-in, or No-show. We utilize the workflow triggered off the class action to update the custom fields.This trigger captures a broader range of data, listed below.

Field

Description

action

“scheduled

appointment_time

start time of appointment

appointment_booked_time

Time user books the appointment. basically the time the appointment was created. If you schedule out 1 appointment a week for 4 weeks in the Book Appointment drawer the booking time for all of them will be the same, the time you pressed saved.

appointment_type

appointment type associated with booking

instructor

persons name who is teaching/coaching the class

instructor_email

persons email who is teaching/coaching the class

Additional Trigger Options

Grow offers a variety of trigger options to start workflows based on specific actions or events. Up to 50 different triggers that range from form or survey submissions, appointment bookings, contact creation, tag additions or removals, pipeline stage changes, purchases, email or SMS replies, and even specific dates like birthdays or anniversaries. These triggers allow you to automate follow-ups, communication, and tasks exactly when needed, making it easy to create a customized experience for your business.


Need More Help?

For further assistance:

  • Check out other Help Articles.

  • Use the PushPress Messenger (blue box in your CORE account).

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!

Did this answer your question?