CoachAccountable + Keap Max Classic
CoachAccountable + Keap Max Classic
CoachAccountable + Keap Max Classic integrations
Add new clients in CoachAccountable when new tags are added to contacts in Keap Max Classic
Streamline your coaching practice by connecting Keap Max Classic to CoachAccountable. Whenever a new tag is added to a contact in Keap Max Classic, this integration will instantly add that contact as a new client in CoachAccountable. This automation ensures your client information stays consistent across both platforms without any manual input from your end, saving you time and reducing the risk of errors.
- When this happens...
- automatically do this!Add New ClientAdds a new Client.
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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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