CoachAccountable + Streak

CoachAccountable + Streak integrations

Create new Streak boxes for new clients in CoachAccountable

When you gain a new client in CoachAccountable, wouldn't it be great if you could immediately set up a new project for them in Streak without lifting a finger? That's where this workflow saves the day. Once set up, for every new client you add in CoachAccountable, a new corresponding box is created in your Streak app. Streamline your client management process, stay organized, and have more time to focus on your coaching services.

When this happens...
New ClientTriggers when a new client is created.
TriggerPolling
automatically do this!
Create New BoxCreate a new box.
ActionWrite

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More things you can do with CoachAccountable and Streak

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

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new client invoice is created.
Trigger
Polling
Try It
New Session
Triggers when a new Session is marked complete.
Trigger
Polling
Try It
- 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

- Stage
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
Try It
- Team
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

New Coach
Triggers when a new coach is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Polling
Try It
- 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
- Pipeline
  Required
Trigger
Instant
Try It
- Stage
- Field
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search

About CoachAccountable

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

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About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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Related categories

CRM (Customer Relationship Management)

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