Send emails in Microsoft Outlook for new clients in TrueCoach
Stay on top of your client management with this efficient workflow. Whenever a new client is added on TrueCoach, an email gets promptly sent from your Microsoft Outlook account. This ensures that you can personally welcome each new client and set a positive tone from the get-go. Maintain seamless communication and enhance your client engagement with this simple automation.
- When this happens...New ClientTriggers when a new client is added on TrueCoach.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with TrueCoach and Microsoft Outlook
Discover other triggers and actions you can use with TrueCoach and Microsoft Outlook
- Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try ItTriggerInstant - Workout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Try ItTriggerInstant - Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Coach Email
- Phone Number
ActionWrite- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant
- New Client
Triggers when a new client is added on TrueCoach.
Try ItTriggerInstant - Workout Created
Triggers when a coach creates a workout and assigns it to a client on TrueCoach.
Try ItTriggerInstant - Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerPolling





