Capsule CRM + CoachAccountable

Capsule CRM + CoachAccountable integrations

Create CoachAccountable clients from new or updated Capsule CRM contacts

Effortlessly keep your client information up-to-date in CoachAccountable with this Capsule CRM to CoachAccountable automation. Upon any new or updated contact in Capsule CRM, this workflow will instantly create a new client in CoachAccountable, ensuring you always have the latest client data at your fingertips. Maintain a seamless connection between your CRM and coaching platform to make client management a breeze.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add New ClientAdds a new Client.
ActionWrite

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More things you can do with Capsule CRM and CoachAccountable

Discover other triggers and actions you can use with Capsule CRM and CoachAccountable

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Coach
Triggers when a new coach is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Polling
Try It
- Client ID
  Required
- The Action
  Required
- Date Due
  Required
- Time Due
  Required
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client ID
  Required
Action
Write
- Client ID
  Required
Action
Write
- ClientID
  Required
- Date
  Required
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new client invoice is created.
Trigger
Polling
Try It
New Session
Triggers when a new Session is marked complete.
Trigger
Polling
Try It
- Action ID
  Required
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
- ClientID
  Required
- CourseID
  Required
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceID
  Required
- Payment Amount
  Required
- Date Of
- Payment Method
- Check Number
- Allow Overpay
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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About CoachAccountable

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

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Create CoachAccountable clients from new or updated Capsule CRM opportunities

Related Zap Templates

Create CoachAccountable clients from new or updated Capsule CRM opportunities