CoachAccountable + Mojo

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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Add New Client
Adds a new Client.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- 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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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- 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 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

- 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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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- 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 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