Coaching Loft Integrations
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Popular ways to use Coaching Loft workflows
- Add new Coaching Loft appointments as Microsoft Outlook calendar events
Add new Coaching Loft appointments as Microsoft Outlook calendar events
- Schedule Zoom meetings for new Coaching Loft appointments
Schedule Zoom meetings for new Coaching Loft appointments
Add Coaching Loft invoices from new QuickBooks Online invoices
Add Coaching Loft invoices from new QuickBooks Online invoicesPremiumAdd Coaching Loft invoices from "awaiting payment" bills in Xero
Add Coaching Loft invoices from "awaiting payment" bills in XeroPremium- Create GoTo Meetings for new appointments in Coaching Loft
Create GoTo Meetings for new appointments in Coaching Loft
- Add new Coaching Loft contacts as Mailchimp subscribers
Add new Coaching Loft contacts as Mailchimp subscribers
- Add new Coaching Loft contacts to Constant Contact
Add new Coaching Loft contacts to Constant Contact
- Add new coaching session notes from Coaching Loft to Evernote
Add new coaching session notes from Coaching Loft to Evernote
- New AppointmentTriggers when a new appointment is created.Trigger
- New ClientTriggers when a new client/coachee is created from your coachee list.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New File AttachmentTriggers when a new file is uploaded or shared to your file storage.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- New Coaching Session CompletedTriggers when or after a coaching session has been completed.Trigger
- Add New ActionAdds an action to a specific client/coachee.Action
- Add New AppointmentAdds a new appointment to your coach calendar.Action
- Coaching Loft
Adds a new contact to your contact list.
Scheduled
Action
- Coaching Loft
Add a new Invoice to a specific client/coachee
Scheduled
Action
- Coaching Loft
Adds a new Session log to your Coaching Logs.
Scheduled
Action
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