Coaching Loft + Evernote

Coaching Loft + Evernote integrations

Add new coaching session notes from Coaching Loft to Evernote

Automatically add newly completed coaching session notes from Coaching Loft to Evernote. Easily log or backup your session notes from one platform to another.

When this happens...
New Coaching Session CompletedTriggers when or after a coaching session has been completed.
TriggerPolling
automatically do this!
Create NoteTriggers when a new note is created in or moved to a notebook.
ActionWrite

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More things you can do with Coaching Loft and Evernote

Discover other triggers and actions you can use with Coaching Loft and Evernote

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
- Coachee Email
  Required
- First Name
  Required
- Last Name
  Required
Action
Write

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

New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It
- Tag
  Required
- Notebook
Trigger
Polling
Try It
- Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
Action
Search
- Title
  Required
- Notebook
  Required
- Tags
- Make links public
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or 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
Try It
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
- Email
  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
- Due Date
  Required
- Sending Date
  Required
- Settlement Date
- Status
Action
Write
- Notebook
Trigger
Polling
Try It
- Notebook
Trigger
Polling
Try It
- Tags
  Required
- Note
  Required
Action
Write
- Notebook
  Required
- Make links public
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

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.

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CRM (Customer Relationship Management)

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About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.

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