CoachAccountable + Keap Max Classic
CoachAccountable + Keap Max Classic
CoachAccountable + Keap Max Classic integrations
Tag new CoachAccountable clients in Keap Max Classic for easy categorization
When a new client is added to your CoachAccountable platform, use this workflow to streamline the management process by tagging the existing contact in your Keap Max Classic. This integration not only saves manual data entry time but also ensures your Keap Max Classic contacts are updated as soon as a new client appears in CoachAccountable. Now stay organized and promptly cater to your clients with this efficient process.
- When this happens...New ClientTriggers when a new client is created.
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More things you can do with CoachAccountable and Keap Max Classic
Discover other triggers and actions you can use with CoachAccountable and Keap Max Classic
- New Client
Triggers when a new client is created.
Try ItTriggerPolling - New Invoice
Triggers when a new client invoice is created.
Try ItTriggerPolling - New Session
Triggers when a new Session is marked complete.
Try ItTriggerPolling - Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
ActionWrite
- New Coach
Triggers when a new coach is created.
Try ItTriggerPolling - New Invoice Payment
Triggers when a new payment is posted for an invoice.
Try ItTriggerPolling - Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
ActionWrite- Client IDRequired
ActionWrite
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