ActiveCampaign + CoachAccountable

Add new CoachAccountable clients to ActiveCampaign as contacts

Effortlessly manage your coaching clients' information with this efficient workflow that connects CoachAccountable and ActiveCampaign. When a new client is added to your CoachAccountable app, this automation will create or update their contact details in ActiveCampaign, ensuring your contact list stays up-to-date and organized. Save time while maintaining accurate client information for seamless communication and enhanced engagement.

When this happens...
New Client
Triggers when a new client is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is created.
Trigger
Scheduled
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New Invoice
Triggers when a new client invoice is created.
Trigger
Scheduled
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New Session
Triggers when a new Session is marked complete.
Trigger
Scheduled
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- Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Coach ID
- Gender
- Timezone
- Address
- City
- State
- Zip
- Cell Phone
- Home Phone
- Work Phone
- Send Invitation
- Invitation Subject
- Invitation Message
- Upgrade if Needed
Action
Write

- ClientIDRequired
- CourseIDRequired
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceIDRequired
- Payment AmountRequired
- Date Of
- Payment Method
- Check Number
- Allow Overpay
Action
Write

- Custom ObjectRequired
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

New Coach
Triggers when a new coach is created.
Trigger
Scheduled
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New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Scheduled
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- Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client IDRequired
Action
Write
- Client IDRequired
Action
Write
- ClientIDRequired
- DateRequired
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
Action
Write
- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
Try It
- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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Related categories

Marketing Automation

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About CoachAccountable

CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.

Learn more

Related categories

Online Courses

PRODUCTS

CAPABILITIES

By team

ActiveCampaign + CoachAccountable

Add new CoachAccountable clients to ActiveCampaign as contacts

New Client

New Invoice

New Session

Mark Action Done

Date Done

Time Done

Timezone

Comment

Add New Client

First NameRequired

Last NameRequired

EmailRequired

Coach ID

Gender

Timezone

Address

City

State

Zip

Cell Phone

Home Phone

Work Phone

Send Invitation

Invitation Subject

Invitation Message

Upgrade if Needed

Add Client to Course

ClientIDRequired

CourseIDRequired

CoachID

Start Date

Start on Point

Add Invoice Payment

InvoiceIDRequired

Payment AmountRequired

Date Of

Payment Method

Check Number

Allow Overpay

Custom Object Record Deleted

Custom ObjectRequired

New or Updated Account

New Campaign Bounce

ListRequired

New Campaign Open

ListRequired

New Campaign Unsubscribe

ListRequired

New Contact Task

Task type

New Deal Task

New Contact Added to List

ListRequired

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

NameRequired

Website

Create or Update Contact

List

ID

Email Address

First Name

Last Name

Full Name

Phone Number

Tags

Organization Name

Job Title

Add Existing Contact to Automation

AutomationRequired

Subscriber EmailRequired