Podia + Simply.Coach

Podia + Simply.Coach integrations

Create new Simply.Coach contacts when someone joins Podia communities

Streamline your online coaching business with this efficient process. When a new member joins your community in Podia, this workflow instantly adds them as a contact in your Simply.Coach app. No more manual data entry - this automation takes care of it, ensuring your contact list is always up-to-date and you can focus more on coaching. Perfect for personal coaches looking to simplify their client management.

When this happens...
Someone Joins CommunityTriggers when someone joins a free or paid community plan.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in your simply.Coach account
ActionWrite

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More things you can do with Podia and Simply.Coach

Discover other triggers and actions you can use with Podia and Simply.Coach

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
Try It
- Tag
Trigger
Instant
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Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
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- Email
  Required
- Notify customer
  Required
- Cancel subscription at the end of current period
  Required
Action
Write
- Tag
- Email
  Required
- First name
- Last name
- Full name
Action
Write

- Waitlist
  Required
- Email
  Required
- First name
- Last name
- Full name
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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Updated Contact
Triggers when your contact is updated
Trigger
Polling
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- Invoice Status
  Required
Trigger
Polling
Try It
- SessionType
  Required
- For Coach
- For Contact
- Rate
  Required
- Currency
  Required
- Rate Unit
  Required
Action
Write
- Engagement Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- Services
  Required
- Start Date
  Required
- Allow Coachee to schedule sessions?
  Required
- Invite Client to portal
  Required
- Allow Coachee to reschedule sessions?
  Required
- Sync sessions with Coaches calendar?
  Required
- Enable Online Meeting?
  Required
- Send Action Reminders to Coachee?
  Required
- Send Session Invitation & Reminder emails to coachee?
  Required
Action
Write
- Search By
  Required
- Search Value
  Required
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Write
- Status
Action
Search
- Contact Email
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Search or write

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
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- Waitlist
Trigger
Instant
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Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
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- Product
  Required
- Email
  Required
- First Name
- Last Name
- Send Registration Email
  Required
Action
Write
- Plan
  Required
- Email
  Required
- First Name
- Last Name
- Send Registration Email
  Required
Action
Write
- Form
  Required
Trigger
Polling
Try It
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
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- Status
  Required
Trigger
Polling
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New SessionType
Triggers when a new session type is added
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Write
- Note
  Required
- Pin this Note
- Select Contact
  Required
Action
Write
- Contact Email
  Required
Action
Search
- User email
  Required
Action
Search

About Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

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Related categories

Online Courses

About Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

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Related categories

CRM (Customer Relationship Management)