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CoachAccountable Integrations

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Integrate Keap Max Classic with CoachAccountableIntegrate Keap Max Classic with CoachAccountable

Keap Max Classic

Marketing Automation
Integrate ActiveCampaign with CoachAccountableIntegrate ActiveCampaign with CoachAccountable

ActiveCampaign

Marketing Automation
Integrate HubSpot with CoachAccountableIntegrate HubSpot with CoachAccountable

HubSpot

Marketing Automation
Integrate Google Sheets with CoachAccountableIntegrate Google Sheets with CoachAccountable

Google Sheets

Google, Spreadsheets
Integrate QuickBooks Online with CoachAccountableIntegrate QuickBooks Online with CoachAccountable

QuickBooks Online

Accounting
Integrate Formatter by Zapier with CoachAccountableIntegrate Formatter by Zapier with CoachAccountable

Formatter by Zapier

Documents, Zapier
Integrate ConvertKit with CoachAccountableIntegrate ConvertKit with CoachAccountable

ConvertKit

Drip Emails
Integrate Gmail with CoachAccountableIntegrate Gmail with CoachAccountable

Gmail

Email, Google
Integrate Mailchimp with CoachAccountableIntegrate Mailchimp with CoachAccountable

Mailchimp

Email Newsletters
Integrate Keap Max Classic with CoachAccountableIntegrate Keap Max Classic with CoachAccountable

Keap Max Classic

Marketing Automation
Integrate ActiveCampaign with CoachAccountableIntegrate ActiveCampaign with CoachAccountable

ActiveCampaign

Marketing Automation
Integrate HubSpot with CoachAccountableIntegrate HubSpot with CoachAccountable

HubSpot

Marketing Automation
Integrate Google Sheets with CoachAccountableIntegrate Google Sheets with CoachAccountable

Google Sheets

Google, Spreadsheets
Integrate QuickBooks Online with CoachAccountableIntegrate QuickBooks Online with CoachAccountable

QuickBooks Online

Accounting
Integrate Formatter by Zapier with CoachAccountableIntegrate Formatter by Zapier with CoachAccountable

Formatter by Zapier

Documents, Zapier
Integrate Keap Max Classic with CoachAccountableIntegrate Keap Max Classic with CoachAccountable

Keap Max Classic

Marketing Automation
Integrate ActiveCampaign with CoachAccountableIntegrate ActiveCampaign with CoachAccountable

ActiveCampaign

Marketing Automation
Integrate HubSpot with CoachAccountableIntegrate HubSpot with CoachAccountable

HubSpot

Marketing Automation
Integrate Google Sheets with CoachAccountableIntegrate Google Sheets with CoachAccountable

Google Sheets

Google, Spreadsheets
Integrate QuickBooks Online with CoachAccountableIntegrate QuickBooks Online with CoachAccountable

QuickBooks Online

Accounting
Integrate Formatter by Zapier with CoachAccountableIntegrate Formatter by Zapier with CoachAccountable

Formatter by Zapier

Documents, Zapier
Integrate ConvertKit with CoachAccountableIntegrate ConvertKit with CoachAccountable

ConvertKit

Drip Emails
Integrate Gmail with CoachAccountableIntegrate Gmail with CoachAccountable

Gmail

Email, Google
Integrate Mailchimp with CoachAccountableIntegrate Mailchimp with CoachAccountable

Mailchimp

Email Newsletters

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Quickly automate CoachAccountable integrations with Zapier's templates

  • Add new QuickBooks Online payments as payments in CoachAccountable

    Premium
    Details
    • QuickBooks Online logo
    • CoachAccountable logo
    QuickBooks Online + CoachAccountable
  • Add clients to CoachAccountable courses from new Startquestion survey responses

    • Startquestion logo
    • CoachAccountable logo
    Startquestion + CoachAccountable
  • Create or update HubSpot contacts for new CoachAccountable clients

    • CoachAccountable logo
    • HubSpot logo
    CoachAccountable + HubSpot
  • Add new CoachAccountable clients as AWeber subscribers instantly

    • CoachAccountable logo
    • AWeber logo
    CoachAccountable + AWeber
  • Add new CoachAccountable clients as MailerLite subscribers

    • CoachAccountable logo
    •  logo
    CoachAccountable
  • Add new CoachAccountable clients to ActiveCampaign as contacts

    • CoachAccountable logo
    • ActiveCampaign logo
    CoachAccountable + ActiveCampaign
  • Create Trello cards for new CoachAccountable clients

    • CoachAccountable logo
    • Trello logo
    CoachAccountable + Trello

Add new QuickBooks Online payments as payments in CoachAccountable

Premium
Details
Try it
  • QuickBooks Online logo
  • CoachAccountable logo
QuickBooks Online + CoachAccountable

Add clients to CoachAccountable courses from new Startquestion survey responses

  • Startquestion logo
  • CoachAccountable logo
Startquestion + CoachAccountable

Create or update HubSpot contacts for new CoachAccountable clients

  • CoachAccountable logo
  • HubSpot logo
CoachAccountable + HubSpot

Add new CoachAccountable clients as AWeber subscribers instantly

  • CoachAccountable logo
  • AWeber logo
CoachAccountable + AWeber

Add new CoachAccountable clients as MailerLite subscribers

  • CoachAccountable logo
  •  logo
CoachAccountable

Add new CoachAccountable clients to ActiveCampaign as contacts

  • CoachAccountable logo
  • ActiveCampaign logo
CoachAccountable + ActiveCampaign

Create Trello cards for new CoachAccountable clients

  • CoachAccountable logo
  • Trello logo
CoachAccountable + Trello

Supported triggers and actions

What does this mean?
  • CoachAccountable triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Action IDRequired

    • Date Done

      Date on which the Action was done.

    • Time Done

    • Timezone

      Who's timezone the date done is in. Defaults to that of the assigning Coach.

    • Comment

      Optional comment to be posted on the Action as part of completing it. Will show as written by the assigning coach (or the client's primary coach if client-assigned).

    Action
    Write
  • CoachAccountable triggers, actions, and search

    New Invoice Payment

    Triggers when a new payment is posted for an invoice.

    Trigger
    Scheduled
    Try It
    • Client IDRequired

      This is the ID of the Client to whom the Action is to be assigned. For convenience, you may instead specify the Client by email address (this alternate approach fails if the supplied email address belongs to two or more clients).

    • The ActionRequired

      A one-liner text of "what" the Action is.

    • Date DueRequired

      Date on which the Action is to be done.

    • Time DueRequired

      Time of day by which the Action is to be done.

    • Timezone

      Who's timezone the due date is in. Defaults to that of the assigning Coach.

    • Action Project ID

      An alternative to projectName for specifying which project the new Action should be filed under.

    • Project Name

      Name of the Project for the new Action to be filed under. If left blank the new Action will be a standalone one.

    • Weight

      Integer describing the relative significance of the Action within a project. Relevant only to Actions that are added to a project.

    • Comment

      An optional additional comment about this Action.

    • sendNotification

      Send true to notify the client via email of this new Action.

    • Reminder Set

      A semi-colon-separated list of comma-separated triplets, each defining a reminder. In a triplet, the first value defines who to send it to ([C]oach or c[L]ient),the second value defines the send method ([E]mail or [T]ext), and the third value defines when to send the reminder, as minutes relative to the due date.

      Suggested Values: L,E,1440 L,E,1440;L,E,120 L,T,60 L,E,1440;L,E,120;C,T,30.

    • Locked

      Prevent the Client from modifying or deleting the Action.

    Action
    Write
    • Client IDRequired

      This is the ID of the Client to be activated. For convenience, you may instead specify the Client by email address (this alternate approach fails if the supplied email address belongs to two or more clients).

    Action
    Write
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About CoachAccountable

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

Related categories

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