Coaching Loft + Airtable Integrations

How to connect Coaching Loft + Airtable

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Action is to be assigned.
- TitleRequired
  A one-liner text to determine the action.
- Action DetailsRequired
  The detailed context of the action.
- Date DueRequired
  Date of which the Action is to be done.
Action
Write
- First NameRequired
  The first name of the contact.
- Last NameRequired
  The last name of the contact.
- EmailRequired
  The email address of the contact (if the same email was found on your contact list, the existing contact data will be updated).
- Contact Number
  The main contact number of the contact.
- Company Name
  The company name of the contact.
- Occupation
  The occupation/job title of the contact.
- Website
  The Website URL of the contact where they are affiliated.
- Linked-in Profile
  The Linked-in profile link of the contact.
- Facebook Page/Profile
  The Facebook profile link of the contact.
- Tags
  Tags must be comma-separated (e.g. Customer, Subscriber, etc.).
- Source
  The source is where the contact came from (e.g. Facebook, Website contact form).
Action
Write

- Client Email AddressRequired
  The email address of the client that you coached in the session log. (The email address must reflect to one of your clients registered on Coaching Loft).
- Title
  The title of the session log.
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- Location
  The location where the session took place.
- Session LogRequired
  The actual logged details of the session.
Action
Write
- BaseRequired
- TableRequired
- Help Text
  You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
- Which timestamp field should this Zap use to check for updates?Required
  When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
- Limit to View
  Filter on updates to a specific View in your Table.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It

- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search or write

New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Scheduled
Try It
New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Scheduled
Try It
New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Scheduled
Try It
- TitleRequired
  Title of the Appointment
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- LocationRequired
  Location of the Appointment
- Description
  Description of the new appointment
- Client Email AddressRequired
  The email address of the client you'll be having an appointment with. (The email address must reflect to one of your clients registered on Coaching Loft).
Action
Write
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Invoice is to be assigned.
- Invoice numberRequired
  Unique identification number or code from the invoice.
- CurrencyRequired
  The currency used for the invoice (e.g. USD, EUR, AUD).
- Subtotal
  The subtotal value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Total AmountRequired
  The total amount value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Description
  The description of the invoice
- Due DateRequired
  Date of which the invoice is supposed to be settled.
- Sending DateRequired
  Actual sending date of the invoice to the client.
- Settlement Date
  The date when the invoice got settled (only applicable on invoices with "paid" status).
- Status
  Status of the invoice.
Action
Write
- BaseRequired
- TableRequired
- Limit to View
  (Optional) Limit to records added to a specific View, and return records in the View order.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It
- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Pick the Airtable base containing the records you wish to update.
- TableRequired
  Pick the Airtable table containing the records you wish to update.
- RecordRequired
  Pick the Airtable record that you wish to update.
Action
Write
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search or write

How Coaching Loft + Airtable Integrations Work

Step 1: Authenticate Coaching Loft and Airtable.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Coaching Loft + Airtable

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.

Related categories

CRM (Customer Relationship Management)

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

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Coaching Loft + Airtable Integrations

How to connect Coaching Loft + Airtable

Connect your apps and automate workflows

New Appointment

New Contact

New Invoice

Add New Action

Client EmailRequired

TitleRequired

Action DetailsRequired

Date DueRequired

Add New Contact

First NameRequired

Last NameRequired

EmailRequired

Contact Number

Company Name

Occupation

Website

Linked-in Profile

Facebook Page/Profile

Tags

Source

Add New Session Log

Client Email AddressRequired

Title

Start Date & TimeRequired

End Date & TimeRequired

Location

Session LogRequired

New or Updated Record

BaseRequired

TableRequired

Help Text

Which timestamp field should this Zap use to check for updates?Required

Limit to View

Include file contents?

Create Records (With Line Item Support)

BaseRequired

TableRequired

Find Many Records (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search Formula

Limit to View

Include file contents?

Find or Create Record(s) (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search Formula

Limit to View

Include file contents?

New Client

New File Attachment

New Coaching Session Completed

Add New Appointment

TitleRequired

Start Date & TimeRequired

End Date & TimeRequired

LocationRequired

Description

Client Email AddressRequired

Add New Invoice

Client EmailRequired

Invoice numberRequired

CurrencyRequired

Subtotal

Total AmountRequired

Description

Due DateRequired

Sending DateRequired

Settlement Date

Status

New Record

BaseRequired

TableRequired