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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Create Habit" in Coachful.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Coachful, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Public Form
  Required
Trigger
Instant
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- Form ID
  Required
- Submission ID
  Required
Action
Write
Goal Achieved
Triggers when a client achieves a goal.
Trigger
Instant
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Habit Completed
Triggers when a client completes a habit.
Trigger
Instant
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Intake Call Completed
Triggers when an intake/discovery call is completed.
Trigger
Instant
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New Client Added
Triggers when a new client joins your organization.
Trigger
Instant
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Program Purchased
Triggers when a client purchases a program.
Trigger
Instant
Try It

- Client Email
  Required
- Habit Text
  Required
- Frequency
Action
Write
- Content
  Required
Action
Write
- Client Email
  Required
- Program ID
  Required
- Cohort ID
- Start Date
Action
Write
- Message
  Required
- Client Email
- Program ID
- Cohort ID
- Channel Name
Action
Write
- Channel Name
Action
Search
- Program ID
Action
Search
- Resource Type
  Required
Action
Search

- File URL
  Required
Action
Write
Course Joined
Triggers when a client starts a course.
Trigger
Instant
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Group Call Completed
Triggers when any group call ends (squad, cohort, or community).
Trigger
Instant
Try It
Intake Call Booked
Triggers when a prospect books an intake or discovery call.
Trigger
Instant
Try It
New Check-In Completed
Triggers when a client completes a check-in.
Trigger
Instant
Try It
Payment Received
Triggers when a payment is received.
Trigger
Instant
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Session Completed
Triggers when a coaching session is completed.
Trigger
Instant
Try It
- Client Email
  Required
- Amount
  Required
- Description
  Required
- Currency
Action
Write
- Client Email
  Required
- Task Title
  Required
- Date
- List Type
Action
Write
- Client Email
  Required
- Resource Type
  Required
- Resource ID
  Required
Action
Write
- Email
Action
Search
- Check-In Flow Name
Action
Search
- Program Name
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and Coachful to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to Coachful integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Coachful

Coachful is a program delivery tool for coaches and creators.