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Omnify Zapier integrationAutomate Omnify with Zapier.

The Omnify Zapier integration gives you 14 triggers, 1 action and 0 searches. Every trigger is instant, so bookings, check-ins, renewals and paid invoices reach your other tools right away, and Create Client brings new people into Omnify from elsewhere.

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Overview

What the Omnify Zapier integration actually does

Omnify is the booking and business platform studios and coaches use to sell classes, packs and memberships in one place. Linking it to Zapier, the automation service, means every booking, check-in, renewal or paid invoice in Omnify can set off work in your other tools, and contacts gathered elsewhere can land in Omnify as clients.

Three results that come straight out of the real operations.

A follow-up for every abandoned booking. Abandoned Booking hands the half-finished reservation to your email tool, so someone who dropped off at checkout hears from you instead of disappearing.

A bookkeeping sheet that fills itself. Invoice Paid, Class Pack Renewal - Invoice and Memberships Renewal - Invoice each add a line to the sheet your accountant reads, with no copy-paste at month end.

Leads from your website turned into Omnify clients. A form reply on your site goes through Create Client, and the person exists in Omnify before they book their first class.

All 14 triggers are instant. That matters more than it sounds: the waiting time tied to your Zapier plan never applies to them, even on the Free plan.

What Zapier does not do here: there is no way to look up an existing client or booking, and the only thing it can write into Omnify is a new client. Changing a booking, cancelling one or editing an invoice stays a job for Omnify itself.

If you are weighing other tools for the same job, the comparisons are at Make vs Zapier and n8n vs Zapier.

Vocabulary

The Zapier words you need, in plain English

Eight words cover everything on this page. After this list, each one is used exactly as defined.

Zap
The automation you build in Zapier: one trigger that starts it, then one or more actions that run every time that event happens.
Trigger
The event in an app that starts the Zap, such as a new booking in Omnify. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, like Create Client in Omnify.
Task
The unit Zapier bills: one action completed successfully. The monthly allowance on your plan is a count of those, nothing else.
Polling vs instant
Polling: Zapier checks the app on a timer. Instant: the app tells Zapier itself when the event happens. Every Omnify trigger is instant.
Filter
A step that lets the Zap carry on only when what arrived meets your condition, and stops it otherwise. It needs a paid plan.
Connection
Your account of an app, linked to Zapier once and then reused by every step that uses that app, in every Zap you build.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it then requires a paid plan.
Cost

What an Omnify Zap really costs

The trigger never costs a task. A booking or a check-in arriving from Omnify is free; what gets billed is each action that then succeeds, in Omnify or in another app.

  • TriggerFree, never counted
  • Billed per run1 task per action that succeeds
  • Free plan100 tasks a month, two-step Zaps only
  • Reserved for paid plansNo, Omnify works on Free
  • Integration version readOmnifyCLIAPI@1.5.0, October 2026

An action that fails is not counted. Omnify is not reserved for paid plans, so it works on Free: 100 tasks a month and unlimited Zaps, limited to two steps, one trigger and one action. Adding a filter, say to keep only one type of class, makes the Zap multi-step and paid. The interval grid below applies to polling triggers only, and Omnify has none, so your plan never slows these Zaps down, whichever one you are on.

Connect

Connect Omnify to Zapier in three steps

  1. 01

    Open the connection dialog

    In your Zapier account, go to the Apps page and click + Add connection. You need an Omnify account beforehand: Zapier links to an existing one, it never creates it.

  2. 02

    Find Omnify and confirm

    Type Omnify in the search box of the dialog, pick it from the results, then click Add connection. A new tab opens on the Omnify side so you can sign in there.

  3. 03

    Sign in and grant access

    Log in to Omnify in that tab and grant Zapier access to the account. The connection then appears on your Apps page, and every Zap that uses Omnify reuses it.

First Zap

Your first Zap: win back abandoned bookings

GoalWhen a booking is marked as abandoned in Omnify, send that person a short reminder email, but only for one type of class.

  1. 01

    Pick the trigger

    Start building the Zap with Omnify as the starting app and Abandoned Booking as the event, then choose the Business it should watch. That field is required.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent abandoned bookings from the connected account, so you map the next steps on a real one rather than a guess.

  3. 03

    Add the filter

    Add a filter step and set a text rule that keeps only the class type you care about. This makes it a multi-step Zap, so it needs a paid plan; drop the filter if you want to stay on Free.

  4. 04

    Add the email action

    Pick your email app as the action and map what the trigger brought back into the message. Each email that goes out costs one task.

  5. 05

    Test, then publish

    Test the email step on yourself first. When it reads right, click Publish to switch the Zap on. Bookings abandoned before that point are not picked up.

Triggers

The 14 Omnify triggers on Zapier

14 events start a Zap when something happens in Omnify, and 14 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Abandoned Booking

Instant trigger

In Zapier“Triggers when a booking is marked as Abandoned.”

Starts your Zap when a reservation in Omnify gets the Abandoned status, meaning someone began booking and never finished. You get the unfinished booking to act on elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a studio that wants a gentle nudge email to anyone who left a class booking halfway.
Watch out
the Zap only sees bookings abandoned after you publish it, so older drop-offs need to be handled by hand.
2

Booking Detail

Instant trigger

In Zapier“Triggers when a new booking is made; forwards all the booking details in the response.”

Fires on each new booking, like New Booking, but its description promises the full booking details in what it sends. Pick it when the next step needs everything about the reservation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
copying each reservation into a planning sheet where instructors check who is coming and to what.
Watch out
it overlaps with New Booking, so running both in parallel on one business doubles every downstream action and its tasks.
3

Booking Update

Instant trigger

In Zapier“Triggers when a booking object is updated; forwards all the booking details in the response.”

Reacts whenever an existing reservation changes in Omnify, and passes on the full booking as it stands after the change. It is the one to watch for edits rather than new arrivals.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
keeping a shared calendar or a team chat in step when a client moves or adjusts their session.
Watch out
any change counts as an update, so add a filter if you only care about one kind of edit.
4

Checkins

Instant trigger

In Zapier“Triggers when a new check-in happens in the business.”

Goes off each time someone checks in at your business in Omnify. It turns physical attendance into an event your other tools can count or respond to.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
logging attendance in a sheet, or sending a thank-you message after a client's first visit.
Watch out
a busy front desk means many check-ins, and every action that follows costs a task, so watch the monthly count on Free.
5

Class Pack Renewal - Booking

Instant trigger

In Zapier“Triggers on renewal of class pack booking.”

Signals that a client has renewed a class pack, on the booking side of the renewal. Use it to celebrate or track loyalty rather than money.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
tagging repeat buyers in your newsletter tool so they get offers meant for regulars.
Watch out
the invoice for the same renewal has its own trigger below; pick one per Zap so a single renewal does not run two Zaps.
6

Class Pack Renewal - Invoice

Instant trigger

In Zapier“Triggers when class pack renewal invoice generated in the business.”

Kicks in when Omnify generates the invoice for a class pack renewal. This is the money side of the renewal, the one your bookkeeping cares about.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
sending each renewal invoice to the sheet or the accounting tool your bookkeeper works from.
Watch out
a generated invoice is not necessarily a paid one; Invoice Paid is the trigger that tracks payment.
7

Memberships Renewal - Booking

Instant trigger

In Zapier“Triggers on renewal of membership booking.”

Tells you that a membership has renewed, on the booking side. It is how a recurring member shows up in your other tools without anyone checking Omnify.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
posting a quick note in the team chat so coaches know a member has stayed on for another period.
Watch out
like every Omnify trigger, it requires you to choose the Business; a studio with several sites picks one per Zap.
8

Memberships Renewal - Invoice

Instant trigger

In Zapier“Triggers when membership renewal invoice is generated in the business.”

Runs when Omnify issues the invoice for a membership renewal. Recurring revenue becomes visible outside Omnify, line by line.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
feeding a revenue sheet that tracks memberships separately from one-off class packs.
Watch out
pair it with Memberships Renewal - Booking only if both sides really need to move, since each Zap bills its own actions.
9

New Booking

Instant trigger

In Zapier“Triggers when a new booking is made.”

The plain version: each fresh reservation made in Omnify starts the Zap. It suits most simple flows where you only need to know a booking happened.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
pinging the instructor in a chat channel each time someone books their class.
Watch out
if the next step needs the complete reservation, Booking Detail is the better pick for the same event.
10

New Client

Instant trigger

In Zapier“Triggers when a new client is added to the business.”

Fires when a client is added to your Omnify business, whether they booked online or your team created them. It is the entry point for onboarding flows.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
adding every new client to your email list with a welcome sequence.
Watch out
never pair it with Create Client on the same business in one Zap; the new client would start the Zap again, over and over.
11

New Lead

Instant trigger

In Zapier“Triggers when a new client is added to the business.”

Listed by Zapier under the name New Lead, yet its official description is word for word the one of New Client: a client added to the business. The source does not say what separates the two.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
only after testing it against New Client on your own account and seeing which one returns the people you expect.
Watch out
running it next to New Client may catch the same person twice.
12

New Family Member

Instant trigger

In Zapier“Triggers when a new family member is added to the business.”

Triggers when someone is added as a family member in your business. Handy for kids' classes and household memberships, where one account books for several people.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a swim school that wants each added child in its roster sheet, next to the parent.
Watch out
the Business you pick decides which family records it sees, so check it before publishing.
13

Invoice Paid

Instant trigger

In Zapier“Triggers when paid invoice is generated in the business.”

Goes off when a paid invoice is generated in your business. This is money actually received, not money owed, which makes it the cleanest signal for bookkeeping.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
recording every payment in the sheet your accountant reconciles at month end.
Watch out
renewal invoices have their own triggers above; check which ones you want counted so a payment is not logged twice.
14

Payment Reminder

Instant trigger

In Zapier“Triggers within 3 hours from when the booking is made.”

Omnify sends this one on its own schedule after a booking is made, which makes it a ready-made hook for following up on payment shortly after a reservation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
sending an email nudge with your payment link to clients who have just booked.
Watch out
the delay is set by Omnify, not by Zapier, so it cannot be shortened or lengthened from the editor.
Actions

The Omnify action on Zapier

Omnify gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Client

Action

In Zapier“Adds new customer to your Omnify's business.”

Adds a new client to your Omnify business from another app, so people who reach you through a form, a quiz or an event page are ready to book.

When to use it
turning every website enquiry into an Omnify client before your team calls them back.
Watch out
Business Name and Client Email are both required, so a source without an email address cannot feed this action.
When it breaks

When an Omnify Zap breaks

Zapier attaches no help article and no rate limit to Omnify, so the cases below are the ones every Zap shares, applied to a booking business. For deeper diagnosis there is Zapier troubleshooting.

The trigger side is solid because every Omnify trigger is instant. Problems come from history, from loops and from big batches.

  • No catching up on old bookings

    A Zap only reacts to what happens after you switch it on. Last month's bookings and invoices stay where they are; moving that backlog is a separate job.

  • New Client plus Create Client loops

    A Zap that starts on New Client and writes Create Client into the same business sets itself off again and again, burning through your tasks fast.

  • Bulk imports can be held back

    Import a big client list or migrate from another tool, and the sudden batch can be held back by Zapier's flood protection instead of running every Zap.

  • The Business field left on the wrong site

    Every trigger watches the Business you chose. A studio with several locations that picks the wrong one gets a Zap that runs fine and never fires.
Need help

Need help automating Omnify with Zapier?

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FAQ

Omnify and Zapier: the questions people ask

01Is the Omnify Zapier integration free?
Yes, on the Free plan. Omnify is not one of the apps Zapier reserves for paid plans, so a two-step Zap, one Omnify trigger and one action, runs without paying. The Free plan gives you 100 tasks a month and unlimited Zaps. The limit appears the moment you want more than two steps: a filter, a second action or a search makes the Zap multi-step, and multi-step Zaps need a paid plan. No price is quoted here, since Zapier changes its grids too often for a number to stay right.
02How many tasks does an Omnify Zap use?
One per successful action, nothing for the trigger. A new booking or check-in arriving from Omnify costs nothing. If the Zap then adds a row to a sheet, that is one task; if it also sends an email, that is a second task for the same run. An action that fails is not counted. On a busy schedule, a Checkins or New Booking Zap can fire often, so the 100 tasks of the Free plan go faster than people expect.
03Does Omnify send data to Zapier in real time?
Yes. All 14 Omnify triggers are instant: Omnify tells Zapier itself when a booking, check-in, renewal or invoice happens, and the Zap starts straight away. The interval grid of the Zapier plans only applies to polling triggers, so it does not slow Omnify down, even on Free. The editor shows a lightning bolt on a Zap built on an instant trigger. The one timing set by Omnify itself is Payment Reminder, which arrives within 3 hours of the booking.
04What does connecting Omnify to Zapier require?
An Omnify account and a Zapier account. From the Apps page in Zapier, click + Add connection, search for Omnify, then confirm with Add connection. A tab opens where you sign in to Omnify and grant Zapier access. The connection is then saved and reused by every Zap that uses Omnify. Since every trigger asks for a Business, the account you connect needs access to that business; if it belongs to someone else, you need read or write rights on it.
05Can an Omnify Zap set itself off in a loop?
Yes, if it starts on New Client and ends with Create Client in the same business. The client the action creates is a new client, which fires the trigger again, and the Zap keeps feeding itself while eating your tasks. The same risk exists with New Lead, whose official description is identical to New Client. Keep Create Client for Zaps that start in another app, like a form or a quiz, and keep New Client for Zaps that write elsewhere.
06What if the Omnify operation you need is not there?
Then Zapier cannot do it today. On Zapier, Omnify offers 14 triggers, a single action, Create Client, and no search. Updating a booking, cancelling one, finding an existing client or editing an invoice are out of reach. Check the Omnify app page on Zapier before you build, since the list of operations can change. If the job really depends on those moves, compare what other automation tools offer for Omnify before committing to a setup.
07Zapier, Make or n8n for Omnify?
It depends on the job, not on a ranking. On Zapier, the deciding facts are 14 instant triggers, one action that creates clients, no search, and a Free plan with 100 tasks a month and two-step Zaps. If you mainly want Omnify events pushed into other tools, that fits well. If you need to write bookings or invoices back into Omnify, check whether another tool offers those operations for Omnify, and weigh what each one bills for.
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