CoachAccountable Integrations
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New Client
Triggers when a new client is created.
Try ItNew Invoice
Triggers when a new client invoice is created.
Try ItNew Session
Triggers when a new Session is marked complete.
Try ItAction 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).
New Coach
Triggers when a new coach is created.
Try ItNew Invoice Payment
Triggers when a new payment is posted for an invoice.
Try ItClient 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.
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).
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