A trigger is the event that starts an automation. The list is fixed. Each trigger has its own card at the top of its flow, where you set the timing and any extra options. The triggers that are checked once an hour only look at trainees whose status is active, unless the section says otherwise. See Automations overview for which triggers are checked hourly and which fire on an event.

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Form triggers

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Form filled and awaiting response

Fires the moment a trainee submits a form. The timing is Immediately and cannot be changed. It runs once for each submission, so a trainee who fills two forms starts the flow twice. Tasks from this trigger stay open until a coach marks them done. Closing one asks for a handling note. See Completing tasks.

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New form sent

Fires the moment a form is sent to a trainee. The timing is Immediately. It runs once for each form sent.

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Trainer sent form feedback

Fires the moment a trainer sends feedback on a form. The timing is Immediately. Form type decides which feedback counts. Tick Check-in, Onboarding or both.
With neither form type ticked, this automation never runs. The card shows a note saying so.

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Form rating below a score

Fires when a trainee submits a form and gives a rating field a score under the number in Rating below. The number can be from 2 to 10. A new studio starts at 3. It runs once for each submission, even when several rating fields are low. The task shows which fields fell under the threshold.

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Form sent and not yet filled

Fires when a form has been waiting, unfilled, for longer than the time you set. The time counts from the moment the form was sent. Choose Hours or Days. Form type decides which forms count: With all three types ticked, every form is included. With nothing ticked, the card warns that no task will be created. The task closes by itself once the form is filled or cancelled.

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Activity triggers

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Trainee has not opened the app

Fires when a trainee has not opened the app for longer than the time you set, in Hours or Days. A trainee who never opened the app counts as well. Only trainees whose subscription has not ended are included. The task closes by itself after the trainee opens the app.

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Trainee has not logged workouts in more than…

Fires when a trainee has an active training plan and has no logged workout within the time you set, in Hours or Days. A new studio starts at 4 days. The task closes by itself after the trainee logs a workout.

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Technique video awaiting feedback

Fires when a trainee’s technique video has waited for feedback longer than the time you set. The time counts from when the video was uploaded. A new studio starts at 12 hours. It runs once for each video. The task closes by itself once the video gets feedback.

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Missed daily calorie goal

Fires when yesterday’s logged calories were under the trainee’s daily goal by at least the percentage in Missed / exceeded by. Only trainees with an active nutrition plan built in Perform are included. A plan uploaded as a PDF or a link has no calorie goal to compare with.

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Surpassed daily calorie goal

The same as the trigger above, for trainees who went over the daily goal by at least the percentage you set.

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Missed weekly aerobic goal

Fires when the aerobic minutes credited to the trainee for the last complete week were under their weekly goal by at least the percentage you set. Only trainees with an active training plan built in Perform that has an aerobic requirement are included.
The percentage for the calorie and aerobic triggers can be from 1 to 500. A new studio starts at 20.

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Subscription and plan triggers

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New trainee joined a plan

Fires when a trainee is assigned their first subscription ever. The timing is Immediately. Plans (empty = all) limits it to the plans you tick. With no plan ticked, any plan counts. It does not fire for:
  • A trainee who already had a subscription before, including a renewal.
  • A trainee whose status is churned or archived.

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Subscription assigned

Fires for every subscription assigned to a trainee, including renewals. After sets a delay in Minutes or Days. With 0, it fires straight away. The delay counts from the moment the subscription is assigned.

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Subscription about to expire

Fires when a trainee’s subscription ends within the number of days you set. It does not fire when another subscription is already queued to start after the current one, unless that queued subscription also ends inside the same window. The task closes by itself once the subscription is renewed or has ended.
Set this trigger in Days. The check always reads the number as days, so “12 hours” is treated as 12 days.

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Paused longer than X days

Fires when a trainee has been paused for longer than the time you set. This is the one trigger that looks at paused trainees and not active ones. The task closes by itself when the pause ends.

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Training plan not edited

Fires when a trainee has an active training plan and none of their active training plans was changed within the time you set. A new studio starts at 14 days. The task closes by itself after the plan is edited.

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Nutrition plan not edited

The same as the trigger above, for active nutrition plans.

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Birthday

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Birthday / milestone

Fires on the trainee’s birthday, for trainees who have a birth date saved. The timing is Immediately. The task closes by itself the day after.

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Timing in short

Automations overview

How often triggers are checked and how often they repeat.

Task types

How each trigger’s task looks on the Work Board.