Coaching Loft + Google Tasks Integrations

How to connect Coaching Loft + Google Tasks

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Add Coaching Loft actions from new Google Tasks
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Google Tasks + Coaching Loft
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When this happens
Step 1: New Task
Then do this
Step 2: Add New Action
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Add Coaching Loft actions from new Google Tasks
Add Coaching Loft actions from new Google Tasks
Google Tasks + Coaching Loft

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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- 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
- Task ListRequired
Trigger
Scheduled
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- List TitleRequired
Action
Write
- ListRequired
- TaskRequired
  Make sure to select a list first!
- Title
  Title for the updated task. If you don't want to change the title, leave this blank.
- Status
  Status of the updated task. If you don't want to change the status, leave this blank. If you use a custom value, supply either "needsAttention" or "completed".
- Notes
  Note for the updated task. If you don't want to change the note, leave this blank.
- Due Date
  Date when the task is due. If you don't want to change the due date, leave this blank.
Action
Write
- ListRequired
  The list to be searched.
- TitleRequired
Action
Search

New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Scheduled
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New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Scheduled
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New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Scheduled
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- 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
- Task ListRequired
Trigger
Scheduled
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New Task List
Triggers when a new task list is created.
Trigger
Scheduled
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- Task ListRequired
- TitleRequired
- Notes
- Due On
Action
Write
- Api Docs Info
  API docs for Google Tasks are located here https://developers.google.com/google-apps/tasks/?hl=en
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- ListRequired
  The list to be searched.
- TitleRequired
- Task ListRequired
- Notes
- Due On
Action
Search or write

How Coaching Loft + Google Tasks Integrations Work

Step 1: Authenticate Coaching Loft and Google Tasks.
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 + Google Tasks

Google Tasks Tutorials

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 Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Learn more

Related categories

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Coaching Loft + Google Tasks Integrations

How to connect Coaching Loft + Google Tasks

Add Coaching Loft actions from new Google Tasks

Add Coaching Loft actions from new Google Tasks

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 Task

Task ListRequired

Create Task List

List TitleRequired

Update Task

ListRequired

TaskRequired

Title

Status

Notes

Due Date

Find Task

ListRequired

TitleRequired

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 Completed Task

Task ListRequired

New Task List

Create Task

Task ListRequired

TitleRequired

Notes

Due On

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters