Adds a coach note about a client.

Creates or updates a lead in your sales pipeline (de-duplicated by email).

Create a task for a client.

Grants a client access to a course, article, or other resource.

Finds a client by email in your organization.

Finds a check-in flow in your organization.

Finds a program in your organization.

Triggers when a subscriber is added to a group.

Triggers when a subscriber triggers a selected workflow.

Change subscriber email to another.

Create a new subscribers group.

Remove subscriber from a specific group by email address.

Sets the contact's status to "Unsubscribed".

Search for a subscriber by email or name

Adds one or more tags to a client for segmentation.

Creates a post in the feed.

Enrolls a client in a program.

Sends a chat message to a client as the coach.

Finds a chat channel in your organization.

Finds a cohort for a program.

Finds a resource (course, article, etc.) in your organization.

Triggers when a subscriber completed a selected workflow.

Triggers when a subscriber has been removed from a group.

Add existing subscriber to a specific group by email address.

Create a Draft Campaign

Create a new subscriber or Update an existing subscriber based on their email.

Send a campaign to a subscriber group or segment.

Search for a group by name