CoachAccountable + Mojo

CoachAccountable + Mojo integrations

Create new CoachAccountable clients from new Mojo contacts

Effortlessly keep your coaching clients organized and up-to-date with this Mojo to CoachAccountable workflow. When you add a new contact in Mojo, they will also be added as a new client in CoachAccountable, making it seamless for you to manage client data and maintain accurate records across both platforms. This automation saves you time and ensures your client information is consistent and ready for tracking their coaching progress.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Add New ClientAdds a new Client.
ActionWrite

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More things you can do with Mojo and CoachAccountable

Discover other triggers and actions you can use with Mojo and CoachAccountable

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
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New Invoice
Triggers when a new client invoice is created.
Trigger
Polling
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New Session
Triggers when a new Session is marked complete.
Trigger
Polling
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- Action ID
  Required
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
- ClientID
  Required
- CourseID
  Required
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceID
  Required
- Payment Amount
  Required
- Date Of
- Payment Method
- Check Number
- Allow Overpay
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
New Coach
Triggers when a new coach is created.
Trigger
Polling
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New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Polling
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- Client ID
  Required
- The Action
  Required
- Date Due
  Required
- Time Due
  Required
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client ID
  Required
Action
Write
- Client ID
  Required
Action
Write
- ClientID
  Required
- Date
  Required
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
Action
Write

About CoachAccountable

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

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About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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CRM (Customer Relationship Management)

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