Create records in Airtable for new clients in TrueCoach
Start your client management on the right foot with this efficient workflow. Whenever you add a new client in TrueCoach, a record is promptly created in your Airtable, providing an organized snapshot of your growing client base. Instead of manually inputting client data, this process keeps everything up-to-date and accurate, streamlining your administrative tasks and letting you focus more on coaching.
Start your client management on the right foot with this efficient workflow. Whenever you add a new client in TrueCoach, a record is promptly created in your Airtable, providing an organized snapshot of your growing client base. Instead of manually inputting client data, this process keeps everything up-to-date and accurate, streamlining your administrative tasks and letting you focus more on coaching.
- When this happens...New Client
Triggers when a new client is added on TrueCoach.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try ItWorkout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Try ItBaseRequired
TableRequired
Limit to View
Include file contents?
Try ItBaseRequired
TableRequired
New Client
Triggers when a new client is added on TrueCoach.
Try ItWorkout Created
Triggers when a coach creates a workout and assigns it to a client on TrueCoach.
Try ItBaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired