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Coaching Loft + Asana Integrations

How to connect Coaching Loft + Asana

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Supported triggers and actions

What does this mean?
  • Coaching Loft triggers, actions, and search

    New Client

    Triggers when a new client/coachee is created from your coachee list.

    Trigger
    Scheduled
    Try It
  • Coaching Loft triggers, actions, and search

    New File Attachment

    Triggers when a new file is uploaded or shared to your file storage.

    Trigger
    Scheduled
    Try It
  • Coaching Loft triggers, actions, and search

    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

How Coaching Loft + Asana Integrations Work

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

Asana Tutorials

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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)
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

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