Naamly Zapier integrationAutomate Naamly with Zapier.
Naamly Zapier integration: 2 triggers, 1 action, 0 searches. Naamly can start a Zap when a group or a source type is created, and it can receive leads from your other tools through one action. Both triggers are checked on a timer, never instantly.
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What the Naamly Zapier integration does for you
The Naamly Zapier integration links Naamly, a tool gym business owners use to talk to and manage their clients, with the rest of your apps. It works both ways, in a narrow lane: two events in Naamly can start an automation, and one action lets other tools hand Naamly a lead.
Three results come out of it. Leads that land in Naamly on their own: Create or Update Lead takes the entries of your lead form and turns them into leads in Naamly, without retyping, as long as each entry carries the first name the action requires. A log of new groups: Group Repository starts a Zap each time a group is created, so the next step can note it in a shared sheet. A record of new source types: Source Type Repository does the same when a new source type is created, so it can be noted outside Naamly too.
What Zapier does not do here: no search, no trigger on new leads, nothing to delete or move. A Zap cannot look up a lead in Naamly before acting, and it cannot react when a lead is added there. If those gaps matter, see our n8n vs Zapier comparison before you build.
Speed is the other thing to know: both triggers are polling triggers, so on the free plan a new group or source type reaches your Zap at the next check, not when it happens.
Zapier vocabulary in one minute
Eight words you will meet in the editor, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Naamly has two of them.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you. Naamly offers one.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number attached to your plan is a count of those.
- Polling trigger
- A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen yet.
- Instant trigger
- A trigger the app reports by itself, the moment the event happens. Neither Naamly trigger works this way.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter turns a Zap into one, and it then needs a paid plan.
What a Naamly Zap really costs
Zapier bills actions, not triggers. With Naamly, the line that costs you is mostly Create or Update Lead, one task each time it goes through.
- Premium appNo, it works on the free plan
- Free plan100 tasks a month, Zaps of two steps
- Cost of a trigger0 tasks
A task is counted each time your Zap carries out an action and it works. The trigger costs nothing, and neither does the checking, however often Zapier looks. An action that fails is not counted. In a Zap with three actions, each success counts on its own, so it eats three times more than a one-action Zap. The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps: one trigger, one action. A filter or a second action calls for a paid plan. Both Naamly triggers follow the interval grid below.
Connect Naamly to Zapier in 3 steps
- 01
Open the Apps page
In your Zapier account, open the Apps page. A connection is your Naamly account linked to Zapier once, then reused by every step that needs it. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Add the connection
Click + Add connection, type Naamly in the search box of the dialog and pick it from the results. Then click Add connection to open the Naamly sign-in in a new tab.
- 03
Sign in and grant access
In that tab, sign in to Naamly with the account your gym business uses, then grant Zapier access to it. Back in the editor, the connection can be picked in any Zap that uses Naamly, as a trigger or as the lead action.
Your first Zap: a task for each new group
GoalEach group created in Naamly that matches your condition opens a task in your task tool, so someone follows it up.
- 01
Create the Zap and pick the trigger
Build a new Zap, choose Naamly as the app that starts it and Group Repository as the event. Select the Naamly connection you set up earlier.
- 02
Test the trigger
Run the trigger test. Zapier brings back the three most recent items of the connected account, so the rest of the Zap is mapped on a real group and the fields it really carries.
- 03
Add the filter
From the plus icon, add a Filter step and set its three boxes: the field to look at, the rule, the value. A filter makes this a multi-step Zap, which needs a paid plan.
- 04
Add the task action
Add the action in your task tool, pick the event that creates a task, and map the values the trigger returned into its title and description. Test this step too and read what came back.
- 05
Publish
Click Publish to switch the Zap on. Only groups created after that moment open a task, and each one reaches the Zap at the next check.
Naamly triggers on Zapier
2 events start a Zap when something happens in Naamly. Zapier checks for them at the interval your plan allows.
Group Repository
Polling triggerIn Zapier“Triggers when a group is created.”
Creating a group in Naamly starts this Zap, and what the trigger returns about it can feed every step that follows; the test shows which fields.
Source Type Repository
Polling triggerIn Zapier“Triggers when a new source type is created.”
Whenever a new source type is created in Naamly, Zapier picks it up and runs your Zap with it, so the change shows up outside the app too.
The Naamly action on Zapier
Naamly gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create or Update Lead
ActionIn Zapier“Creates a Lead OR Updates a lead”
This step hands Naamly a lead: it creates one, or updates one, from the values your earlier steps bring in.
When a Naamly Zap breaks
Zapier links no help article and no documented limit to Naamly, so the cases below come from how Zapier itself works.
Four of them are worth knowing before you publish. If a Zap does not behave the way you planned, see our Zapier troubleshooting guide.
No catch-up on the past
A Zap only reacts to what happens after you switch it on. Groups, source types and form entries that already existed stay out; moving them is a separate job.A Zap that sets itself off
A Zap that writes into the very place its own trigger watches can start itself again and again, and burn through your task count. Check where each step writes.Flood protection
After a bulk import or a migration, a trigger may suddenly return a huge batch, and Zapier's flood protection can hold that batch back.The same item never runs twice
Both Naamly triggers are polling triggers: Zapier keeps track of what it has already seen, so the same group or source type does not start the Zap twice.
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