Coaching Loft Integrations

Name: Zapier
Availability: InStock

Do more with Coaching Loft integrations

Zapier lets you connect Coaching Loft with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Gmail

Email, Google

Google Drive

File Management & Storage, Google

Acuity Scheduling

Scheduling & Booking

SimplyBook.me

Scheduling & Booking

Appointy

Scheduling & Booking

Google Calendar

Calendar, Google

bexio

Accounting

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Calendly

Scheduling & Booking

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Acuity Scheduling

Scheduling & Booking

SimplyBook.me

Scheduling & Booking

Appointy

Scheduling & Booking

Google Calendar

Calendar, Google

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Acuity Scheduling

Scheduling & Booking

SimplyBook.me

Scheduling & Booking

Appointy

Scheduling & Booking

Google Calendar

Calendar, Google

bexio

Accounting

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Calendly

Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Coaching Loft integrations with Zapier's templates

Add new Coaching Loft appointments as Microsoft Outlook calendar events
Details
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Coaching Loft + Microsoft Outlook
Add Coaching Loft invoices from new QuickBooks Online invoices
Premium
Details
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QuickBooks Online + Coaching Loft
Add Coaching Loft invoices from "awaiting payment" bills in Xero
Premium
Details
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Xero + Coaching Loft
Create GoTo Meetings for new appointments in Coaching Loft
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Coaching Loft + GoTo Meeting
Add new Coaching Loft contacts as Mailchimp subscribers
Details
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Coaching Loft + Mailchimp
Add new Coaching Loft contacts to Constant Contact
Details
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Coaching Loft + Constant Contact

Add new Coaching Loft appointments as Microsoft Outlook calendar events

Details

Try it

Coaching Loft + Microsoft Outlook

Add Coaching Loft invoices from new QuickBooks Online invoices

Details

Try it

QuickBooks Online + Coaching Loft

Add Coaching Loft invoices from "awaiting payment" bills in Xero

Details

Try it

Xero + Coaching Loft

Create GoTo Meetings for new appointments in Coaching Loft

Details

Try it

Coaching Loft + GoTo Meeting

Add new Coaching Loft contacts as Mailchimp subscribers

Details

Try it

Coaching Loft + Mailchimp

Add new Coaching Loft contacts to Constant Contact

Details

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Coaching Loft + Constant Contact

Add new coaching session notes from Coaching Loft to Evernote

Details

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Coaching Loft + Evernote

Add new appointments from Google Calendar to Coaching Loft with matching search term "CL Appointment"

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Google Calendar + Coaching Loft

Add Coaching Loft actions from new Google Tasks

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Google Tasks + Coaching Loft

Add new coaching session notes from Coaching Loft to Evernote
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Coaching Loft + Evernote
Add new appointments from Google Calendar to Coaching Loft with matching search term "CL Appointment"
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Google Calendar + Coaching Loft
Add Coaching Loft actions from new Google Tasks
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Google Tasks + Coaching Loft

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Client Email
  Required
- Title
  Required
- Action Details
  Required
- Date Due
  Required
Action
Write
- Client Email
  Required
- First Name
  Required
- Last Name
  Required
Action
Write

- Client Email
  Required
- Coach Email
  Required
- Template ID
- Title
  Required
- Status
Action
Write
- Client Email Address
  Required
- Title
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location
  Required
- Session Log
  Required
Action
Write

New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Polling
Try It
New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Polling
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New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Polling
Try It
- Title
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location
  Required
- Description
- Client Email Address
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Client Email Address
  Required
- Contact Number
- Company Name
- Occupation
- Website
- Linked-in Profile
- Facebook Page/Profile
- Tags
- Source
Action
Write
- Client Email
  Required
- Invoice number
  Required
- Currency
  Required
- Subtotal
- Total Amount
  Required
- Description
- Date Due
  Required
- Sending Date
  Required
- Settlement Date
- Status
Action
Write

Coaching Loft Help & Support

Common questions

Connect Your App Accounts to Zapier

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Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Coaching Loft Integrations

Do more with Coaching Loft integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Coaching Loft integrations with Zapier's templates

Add new Coaching Loft appointments as Microsoft Outlook calendar events

Add Coaching Loft invoices from new QuickBooks Online invoices

Add Coaching Loft invoices from "awaiting payment" bills in Xero

Create GoTo Meetings for new appointments in Coaching Loft

Add new Coaching Loft contacts as Mailchimp subscribers

Add new Coaching Loft contacts to Constant Contact

Add new Coaching Loft appointments as Microsoft Outlook calendar events

Add Coaching Loft invoices from new QuickBooks Online invoices

Add Coaching Loft invoices from "awaiting payment" bills in Xero

Create GoTo Meetings for new appointments in Coaching Loft

Add new Coaching Loft contacts as Mailchimp subscribers

Add new Coaching Loft contacts to Constant Contact

Add new coaching session notes from Coaching Loft to Evernote

Add new appointments from Google Calendar to Coaching Loft with matching search term "CL Appointment"

Add Coaching Loft actions from new Google Tasks

Add new coaching session notes from Coaching Loft to Evernote

Add new appointments from Google Calendar to Coaching Loft with matching search term "CL Appointment"

Add Coaching Loft actions from new Google Tasks

Supported triggers and actions