Triggers & Actions Reference - CoachIQ Help Center

Where to find this: Tools → Automations

This is your complete reference for building automations in CoachIQ. Use it to look up available options when you’re in the automation builder.

New to automations? Start with Build Your First Automation for a hands-on walkthrough.

All Triggers

Triggers determine when your automation runs. Each trigger has different conditions available to filter who it applies to.

New User

Fires when a new user is added to your account.

Condition	Type	Description
Email contains	Text input	Filter by email domain or keyword
Has phone number	Boolean	User has a phone number on file
Is missing phone number	Boolean	User doesn’t have a phone number

New Purchase

Fires when someone purchases any product.

Condition	Type	Description
Is a specific product	Dropdown	Only this product triggers the automation
Is any product from list	Multi-select	Any of the selected products
Is a subscription	Boolean	Product type is subscription
Is a one-time purchase	Boolean	Product type is one-time
Is an access code	Boolean	Product type is access code
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag
User’s first purchase ever	Boolean	This is the user’s first purchase

New Booking

Fires when someone books a session.

Condition	Type	Description
Is for a specific session	Dropdown	Only bookings for this session/scheduler
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag
User’s first booking ever	Boolean	This is the user’s first booking

New Form

Fires when someone submits a form.

Condition	Type	Description
Is a specific form	Dropdown	Only submissions from this form
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag

New User Tag Connection

Fires when a tag is added to a user.

Condition	Type	Description
Tag added is	Dropdown	Only fires for this specific tag

User Tag Connection Removed

Fires when a tag is removed from a user.

Condition	Type	Description
Tag removed is	Dropdown	Only fires for this specific tag

New Booking Cancellation

Fires when someone cancels a booking.

Condition	Type	Description
Was for a specific session	Dropdown	Only cancellations for this session
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag

Booking Completed

Fires when a booked session ends.

Condition	Type	Description
Was for a specific session	Dropdown	Only this session/scheduler
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag
Attendance status	Dropdown	Attended, No-show, or Late cancellation

Use the attendance status condition to send different messages to no-shows vs. attendees.

Subscription Cancelled

Fires when someone cancels their subscription.

Condition	Type	Description
Was for a specific product	Dropdown	Only this subscription product
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag

Booking Started

Fires at the exact start time of a booking.

Condition	Type	Description
Is for a specific session	Dropdown	Only this session/scheduler
User has a specific tag	Dropdown	User must have this tag
User doesn’t have a specific tag	Dropdown	User must not have this tag

This trigger executes at the booking’s scheduled start time, not when someone checks in.

Scheduled Check

Runs on a schedule and finds all users matching your conditions. See Scheduled Automations for details.Schedule Options:

Schedule	Format
Every day	Select time (e.g., 9:00 AM)
Once a week	Select day + time (e.g., Monday at 9:00 AM)
Once a month	Select date + time (e.g., 1st at 10:00 AM)

Available Conditions (minimum 1 required):

Condition	Type	Description
Has a specific tag	Dropdown	User has this tag
Doesn’t have a specific tag	Dropdown	User doesn’t have this tag
Has active subscription	Boolean	User is currently subscribed
Does not have an active subscription	Boolean	User has no active subscription
Subscription active for X days	Number	Subscribed for at least X days
Has available credits	Boolean	User has at least 1 credit
Days since last booking is > X	Number	User hasn’t booked in X+ days
Days until credits expire < X	Number	Credits expire within X days
Credit count is X	Number	Less than, greater than, or equal to X
Has upcoming booking	Dropdown	Today, this week, or no upcoming bookings

At least one condition is required for scheduled automations.

All Actions

Actions determine what happens when your automation runs. You can add multiple actions to a single automation.

Send an Email

Sends an email to a user.

Field	Type	Description
To	Auto/Dropdown	User from trigger or select specific user
Subject	Text	Supports dynamic fields
Message	Rich text	Supports dynamic fields and formatting
Attach Product	Dropdown	Optional - adds purchase link
Attach Session	Dropdown	Optional - adds booking link
Attach Form	Dropdown	Optional - adds form link
Attach Media	Dropdown	Optional - adds file from Media Hub

Send an SMS Message

Sends a text message to a user’s phone.

Field	Type	Description
To	Auto/Dropdown	User from trigger or select specific user
Message	Text	Supports dynamic fields (160 character limit)
Attach Product	Dropdown	Optional - adds short purchase link
Attach Session	Dropdown	Optional - adds short booking link
Attach Form	Dropdown	Optional - adds short form link

SMS attachments are text links only—no images or files. A character counter shows remaining space.

Send an In-App Message

Sends a message to the user’s inbox within CoachIQ.

Field	Type	Description
To	Auto/Dropdown	User from trigger or select specific user
Message	Text	Supports dynamic fields
Attach Product	Dropdown	Optional - adds purchase link
Attach Session	Dropdown	Optional - adds booking link
Attach Form	Dropdown	Optional - adds form link

Send an Announcement

Posts an announcement visible to a group of users.

Field	Type	Description
To	Dropdown	All users, specific tag, or specific role
Title	Text	Announcement headline
Message	Rich text	Supports dynamic fields
Attach Product	Dropdown	Optional - adds purchase link
Attach Session	Dropdown	Optional - adds booking link
Attach Form	Dropdown	Optional - adds form link

Use announcements for broadcast messages (like weekly schedules) instead of individual messages.

Add a Tag to a User

Adds a tag to the user for organization and targeting.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Tag	Dropdown	Tag to add (select existing or create new)

Remove a Tag from a User

Removes a tag from the user.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Tag	Dropdown	Tag to remove

Add Credits to a User

Adds session credits to the user’s account.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Number of credits	Number	How many credits to add (minimum 1)
Credit Bank Target	Radio	Master Credits (works for any session) or Specific Product Bank

If you select a specific product bank and the user doesn’t own that product, credits are added to Master Credits instead.

Redeem Credits from a User

Removes session credits from the user’s account.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Number of credits	Number	How many credits to redeem (minimum 1)
Credit source	Dropdown	Master Credits or specific product bank

Add a Product Purchase to a User

Grants a user access to a product without payment.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Product	Dropdown	Product to grant
Send confirmation	Boolean	Whether to send purchase confirmation email

Remove Product Purchase from a User

Revokes a user’s access to a product.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Product	Dropdown	Product to remove
Refund	Boolean	Whether to issue a refund

Grant Program Access to a User

Gives a user access to a program.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Program	Dropdown	Program to grant access to
Access duration	Dropdown	Permanent, until specific date, or for X days

Revoke Program Access from a User

Removes a user’s access to a program.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Program	Dropdown	Program to revoke
Send notification	Boolean	Whether to notify the user

Book User for Session

Automatically books a user into a session.

Field	Type	Description
User	Auto/Dropdown	User from trigger or select specific user
Session	Dropdown	Session/scheduler to book
Date/Time	Date/time picker	When to book the session

Remove User from Session/Booking

Cancels a user’s booking.

Field	Type	Description
Booking	Auto/Dropdown	Booking from trigger or select specific booking
Refund credits	Boolean	Whether to refund credits used

Wait / Delay

Pauses the automation before continuing to the next action.

Field	Type	Description
Duration	Number + Unit	Minutes, hours, days, or weeks
Wait until	Date/time	Alternative: wait until specific date/time

Continuation Conditions (optional):

Condition	Description
Has booked a session	Continue only if user booked since automation started
Hasn’t booked a session	Continue only if user hasn’t booked
Has made a purchase	Continue only if user purchased since automation started
Hasn’t made a purchase	Continue only if user hasn’t purchased
Still has a specific tag	Continue only if user still has this tag
No longer has a specific tag	Continue only if user no longer has this tag
User hasn’t replied to last message	Continue only if no reply received

If a continuation condition isn’t met, the automation stops for that user.

Send to External Webhook

Sends data to an external URL for integrations.

Field	Type	Description
Webhook URL	Text	Must be HTTPS
Method	Dropdown	POST or PUT
Headers	Key-value pairs	Optional custom headers
Body	JSON editor	Supports dynamic fields
Retry on failure	Boolean	Whether to retry if request fails

The webhook payload automatically includes full trigger context (user data, event details, etc.).

Dynamic Fields

Dynamic fields let you personalize messages with real data from your automations. Use the exact syntax shown below in any text field that supports dynamic fields.

Copy and paste these fields exactly as shown, including the double curly braces {{ and }}.

User Fields

Available in all automations:

Field	What It Inserts	Example Output
`{{field.user.email}}`	User’s email address	john@example.com
`{{field.user.firstName}}`	User’s first name	John
`{{field.user.lastName}}`	User’s last name	Smith
`{{field.user.phone}}`	User’s phone number	(555) 123-4567

Booking Fields

Available in booking-related automations:

Field	What It Inserts	Example Output
`{{field.booking.session.title}}`	Name of the booked session	Morning Training Session
`{{field.user.booking.days_since_last}}`	Days since user’s last booking	7
`{{field.user.booking.upcoming}}`	Whether user has upcoming booking	true or false

Use {{field.booking.session.title}} in booking confirmations to remind users which session they registered for.

Credit Fields

Available in automations that check credit status:

Field	What It Inserts	Example Output
`{{field.user.credits.has_available}}`	Whether user has any credits	true or false
`{{field.user.credits.expire_days}}`	Days until credits expire	14
`{{field.user.credits.count}}`	Total number of credits user has	5

Credit fields are primarily available in Scheduled Check automations. Using them in other automation types may return empty values.

Example Usage

Here’s how to use dynamic fields in a message:

Hi {{field.user.firstName}},

You have {{field.user.credits.count}} credits remaining. 
They expire in {{field.user.credits.expire_days}} days.

Book your next session soon!

This would send:

Hi John,

You have 5 credits remaining.
They expire in 14 days.

Book your next session soon!

Quick Links

Build Your First Automation

Step-by-step beginner guide

Automation Playbook

Ready-to-copy recipes

Scheduled Automations

Time-based automation guide

Forms Overview

Build forms that power the New Form trigger

Responses and Automations

See how form responses connect to automation triggers

Product Overview

Set up products that power purchase and subscription triggers

Attach Products

Attach products to emails and messages sent by automations

Scheduling Overview

Manage sessions referenced by booking triggers and actions

Creating Your First Scheduler

Set up schedulers used in Book User for Session actions

Inbox Overview

Where automated in-app messages are delivered

Announcements

Learn about the announcement action for broadcast messages

Tags and Filters

Manage the tags used in trigger conditions and tag actions

People Overview

Manage member profiles that automations interact with

​All Triggers

​All Actions

​Dynamic Fields

​User Fields

​Booking Fields

​Credit Fields

​Example Usage

​Quick Links

Build Your First Automation

Automation Playbook

Scheduled Automations

​Related articles

Forms Overview

Responses and Automations

Product Overview

Attach Products

Scheduling Overview

Creating Your First Scheduler

Inbox Overview

Announcements

Tags and Filters

People Overview

All Triggers

All Actions

Dynamic Fields

User Fields

Booking Fields

Credit Fields

Example Usage

Quick Links

Related articles