CoachAccountable + ConvertKit

Add tag to new ConvertKit subscribers when new clients are added in CoachAccountable

Boost your email marketing efficiency with this workflow. When a new client is added on CoachAccountable, it will instantly tag that subscriber in ConvertKit. This workflow keeps your mailing list updated, aids in segmenting your audience, and enables you to provide tailored content for your new clients immediately, enhancing your email campaigns and client engagement.

When this happens...
New Client
Triggers when a new client is created.
TriggerScheduled
automatically do this!
Add Tag to Subscriber
Add a subscriber to a specific tag.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new client invoice is created.
Trigger
Scheduled
Try It
New Session
Triggers when a new Session is marked complete.
Trigger
Scheduled
Try It
- Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- 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

- ClientIDRequired
- CourseIDRequired
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceIDRequired
- Payment AmountRequired
- Date Of
- Payment Method
- Check Number
- Allow Overpay
Action
Write

New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
Try It
New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
Try It
New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
- First Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Coach
Triggers when a new coach is created.
Trigger
Scheduled
Try It
New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Scheduled
Try It
- Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client IDRequired
Action
Write
- Client IDRequired
Action
Write
- ClientIDRequired
- DateRequired
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
Action
Write
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
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About CoachAccountable

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

Learn more

Related categories

Online Courses

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Help

Related categories

Drip Emails

Similar apps

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PRODUCTS

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CoachAccountable + ConvertKit

Add tag to new ConvertKit subscribers when new clients are added in CoachAccountable

New Client

New Invoice

New Session

Mark Action Done

Date Done

Time Done

Timezone

Comment

Add New Client

First NameRequired

Last NameRequired

EmailRequired

Coach ID

Gender

Timezone

Address

City

State

Zip

Cell Phone

Home Phone

Work Phone

Send Invitation

Invitation Subject

Invitation Message

Upgrade if Needed

Add Client to Course

ClientIDRequired

CourseIDRequired

CoachID

Start Date

Start on Point

Add Invoice Payment

InvoiceIDRequired

Payment AmountRequired

Date Of

Payment Method

Check Number

Allow Overpay

New Purchase

New Subscriber

New Unsubscribe

Create or Update Purchase

Transaction IDRequired

EmailRequired

Subtotal

Tax

Shipping

Discount

Total

Currency

Transaction Time

Status

Product nameRequired

Product IDRequired

Product SKU

Product price

Product quantity

Add Tag to Subscriber

TagRequired

EmailRequired

First Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Coach

New Invoice Payment

Add New Action

Client IDRequired

The ActionRequired