ClickUp + CoachAccountable

ClickUp + CoachAccountable integrations

Create tasks in ClickUp for new sessions in CoachAccountable

Manage your coaching sessions and tasks efficiently with this workflow. As soon as a new session occurs in CoachAccountable, a task is instantly created in ClickUp. This makes your process streamlined and organized so you can focus more on coaching and less on administrative tasks.

When this happens...
New SessionTriggers when a new Session is marked complete.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with CoachAccountable and ClickUp

Discover other triggers and actions you can use with CoachAccountable and ClickUp

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

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

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
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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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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