Practice + Simply.Coach

Practice + Simply.Coach integrations

Create new Practice clients from new Simply.Coach contacts

Whenever you add a new contact in Simply.Coach, populate that information straight to Practice with this convenient workflow. This automation quickly creates a new client in Practice as soon as a new contact emerges in Simply.Coach. It allows you to save time by streamlining data transfer between the two platforms, ensuring that your client details align seamlessly in both.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create ClientCreate a client in Practice.
ActionWrite

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More things you can do with Simply.Coach and Practice

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

- Form
  Required
Trigger
Polling
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New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
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- Status
  Required
Trigger
Polling
Try It
New SessionType
Triggers when a new session type is added
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- 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
Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
Try It
New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
Try It
- Label
  Required
- Client email
  Required
Action
Write
- Custom Subscription ID
Action
Write
- Title
  Required
- Content
  Required
- Status
  Required
Action
Write
- Email
  Required
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
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
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- 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
Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
Try It
Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
Try It
Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
Try It
New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Polling
Try It
New Client Created
Triggers when a new client has been created.
Trigger
Polling
Try It
New Note Created
Triggers when a new note has been created.
Trigger
Polling
Try It
- Member
Action
Write
- First name
  Required
- Last name
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)
  Required
Action
Write

About Practice

Practice is the easiest way to manage your entire business. Scheduling, payments, client management, and everything for your business under one roof.

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CRM (Customer Relationship Management)

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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)

Related Zap Templates

Find and manage new Simply.Coach contacts in Practice clients

Related Zap Templates

Find and manage new Simply.Coach contacts in Practice clients