Integrate Simply.Coach with Practice to automate your work
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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.
- New Contact
Triggers when a new contact is created.
Try It - Status
Try It- Status
Try It- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Status
Try It- Updated Contact
Triggers when your contact is updated
Try It - Status
Try It- Engagement NameRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Email of Coach to be Assigned
- Phone Number
- Time Zone
- Status
- Deliverable
- Total Sessions Planned
- ServicesRequired
- Start DateRequired
- Allow Coachee to schedule sessions?Required
- Invite Client to portalRequired
- 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