Coaching.com Integrations

Finds engagements matching the given filter (by Employee, Coachee, Coach, or Client) that are in an active or draft state, then marks them all as "incomplete".

Creates a new client or vendor.

Creates a new competency.

Creates a new coaching engagement.

Adds a participant to an engagement session.

Creates a new goal.

Creates a line item on an existing invoice, optionally linked to an engagement session.

Creates a new resource. Provide a File URL to upload a file via Filestack and attach it as a file resource.

Creates a new task.

Updates an existing account.

Updates the name and/or description of a coach pool.

Updates the body of an existing document content record.

Updates an existing engagement.

Updates an existing engagement template.

Updates an existing program item.

Updates an existing task.

Finds an account custom field by its ID.

Finds a client by its ID.

Finds a competency by its ID.

Finds an employee by its ID.

Finds an engagement session by its ID.

Finds an engagement template by its ID.

Finds a program item by its ID.

Finds a shared item by its ID.

Finds accounts.

Finds account custom field values, optionally filtered.

Finds coach pools, optionally filtered by name.

Finds company locations.

Finds currencies, optionally filtered by name or code.

Finds employees, optionally filtered.

Finds engagement sessions, optionally filtered.

Finds the summary KPIs for an engagement.

Finds goals, optionally filtered.

Finds program items, optionally filtered.

Finds shared items, optionally filtered.

Adds an employee to a coach pool. Fails if the employee is already in the pool.

Finds all scheduled sessions for an employee and cancels them, setting the status to "cancelled_on_time", the completed date to the current UTC time, and the cancel reason to the provided value.

Creates a coach pool on your account.

Creates a new employee in the account.

Creates a new session within an engagement.

Creates a new engagement template.

Creates a new invoice. The account is automatically set to the API user's account.

Creates a new program item in an engagement.

Shares a resource with an employee or a group, in the context of an engagement.

Removes a coach from a coach pool by the Coach Pool Coach ID. Fails if the coach is assigned to a scheduled session of an engagement tied to the pool.

Updates an existing client.

Updates an existing competency.

Updates an existing employee's attributes and/or relationships (department, company location, custom field values).

Updates an existing engagement session.

Updates an existing goal.

Updates an existing resource.

Finds an account by its ID.

Finds an account custom field value by its ID.

Finds a coach pool by its ID.

Finds a department by its ID.

Finds an engagement by its ID.

Finds an engagement summary by its ID.

Finds a goal by its ID.

Finds a resource by its ID.

Finds a task by its ID.

Finds account custom fields, optionally filtered by name.

Finds clients or vendors, optionally filtered.

Finds the coaches in a coach pool. The coach pool and employee filters are both required.

Finds competencies, optionally filtered.

Finds departments for your account, optionally filtered by name.

Finds engagements, optionally filtered. All matching IDs are exposed as line items — map the "id" output into a Looping by Zapier step to update each engagement individually.

Finds participants of engagement sessions.

Finds engagement templates, optionally filtered by name.

Finds the matching settings for the account.

Finds resources.

Finds tasks.