Do more with CoachAccountable integrations
Zapier lets you connect CoachAccountable with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Quickly automate CoachAccountable integrations with Zapier's templates
Triggers when a new client is created.Try ItTriggerScheduled
Triggers when a new client invoice is created.Try ItTriggerScheduled
Triggers when a new Session is marked complete.Try ItTriggerScheduled
Date on which the Action was done.
Who's timezone the date done is in. Defaults to that of the assigning Coach.
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).
Triggers when a new coach is created.Try ItTriggerScheduled
New Invoice Payment
Triggers when a new payment is posted for an invoice.Try ItTriggerScheduled
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).
A one-liner text of "what" the Action is.
Date on which the Action is to be done.
Time of day by which the Action is to be done.
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.
Name of the Project for the new Action to be filed under. If left blank the new Action will be a standalone one.
Integer describing the relative significance of the Action within a project. Relevant only to Actions that are added to a project.
An optional additional comment about this Action.
Send true to notify the client via email of this new Action.
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.
Prevent the Client from modifying or deleting the Action.
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).
Get started for free
You can't add more hours to the day. Zapier is the next best thing.