Create integrations between Simply.Coach and Simply.Coach to automate any workflow

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WHEN THIS HAPPENS

Updated Invoice

AUTOMATICALLY DO THIS

Create Engagement

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with Simply.Coach and Simply.Coach using Zapier's templates.

Our most popular template

Add new Simply.Coach contacts to Google Contacts
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Create new contacts in Simply.Coach for every new purchased Bark in Bark
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Add or update Mailchimp subscribers with new contacts in Simply.Coach
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Create Simply.Coach clients from newly won deals in Pipedrive
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Add new Simply.Coach contacts as MailerLite subscribers
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Add or update MailerLite Classic subscribers with new contacts in Simply.Coach
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Add new Simply.Coach contacts to Google Contacts

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Create new contacts in Simply.Coach for every new purchased Bark in Bark

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Add or update Mailchimp subscribers with new contacts in Simply.Coach

Details

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Create Simply.Coach clients from newly won deals in Pipedrive

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Add new Simply.Coach contacts as MailerLite subscribers

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Add or update MailerLite Classic subscribers with new contacts in Simply.Coach

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Create bills in Xero from new invoices generated in Simply.Coach
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Add new Simply.Coach invoices to Invoice Ninja
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Add new Simply.Coach invoices to QuickBooks Online
Premium
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Create customers in QuickBooks Online from new invoices in Simply.Coach
Premium
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Create new Simply.Coach contacts when LeadConnector stages are updated
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Create new Simply.Coach contacts when Calendly invitees are created
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Create engagements in Simply.Coach for new or updated rows in Google Sheets
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Create new Simply.Coach contacts from new Barks in the Bark app
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Create new Practice clients from new Simply.Coach contacts
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Create bills in Xero from new invoices generated in Simply.Coach

Premium

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Add new Simply.Coach invoices to Invoice Ninja

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Add new Simply.Coach invoices to QuickBooks Online

Premium

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Create customers in QuickBooks Online from new invoices in Simply.Coach

Premium

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Create new Simply.Coach contacts when LeadConnector stages are updated

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Create new Simply.Coach contacts when Calendly invitees are created

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Create engagements in Simply.Coach for new or updated rows in Google Sheets

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Create new Simply.Coach contacts from new Barks in the Bark app

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Create new Practice clients from new Simply.Coach contacts

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Simply.Coach and Simply.Coach 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.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here arrow pointing down

Choose an Action

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.
Trigger
Scheduled
Try It
- StatusRequired
Trigger
Scheduled
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
Action
Write

- Status
Trigger
Scheduled
Try It
- Invoice StatusRequired
Trigger
Scheduled
Try It
- Engagement NameRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Time zone
- Status
- Total Sessions Planned
- ServicesRequired
- Start DateRequired
- Invite Client to portalRequired
- Allow Coachee to schedule sessions?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

About Simply.Coach

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

Related categories

CRM (Customer Relationship Management)

About Simply.Coach

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

Related categories

CRM (Customer Relationship Management)

PRODUCTS

CAPABILITIES

By team

Create your first workflow

Add new Simply.Coach contacts to Google Contacts

Create new contacts in Simply.Coach for every new purchased Bark in Bark

Add or update Mailchimp subscribers with new contacts in Simply.Coach

Create Simply.Coach clients from newly won deals in Pipedrive

Add new Simply.Coach contacts as MailerLite subscribers

Add or update MailerLite Classic subscribers with new contacts in Simply.Coach

Add new Simply.Coach contacts to Google Contacts

Create new contacts in Simply.Coach for every new purchased Bark in Bark

Add or update Mailchimp subscribers with new contacts in Simply.Coach

Create Simply.Coach clients from newly won deals in Pipedrive

Add new Simply.Coach contacts as MailerLite subscribers

Add or update MailerLite Classic subscribers with new contacts in Simply.Coach

Create bills in Xero from new invoices generated in Simply.Coach

Add new Simply.Coach invoices to Invoice Ninja

Add new Simply.Coach invoices to QuickBooks Online

Create customers in QuickBooks Online from new invoices in Simply.Coach

Create new Simply.Coach contacts when LeadConnector stages are updated

Create new Simply.Coach contacts when Calendly invitees are created

Create engagements in Simply.Coach for new or updated rows in Google Sheets

Create new Simply.Coach contacts from new Barks in the Bark app

Create new Practice clients from new Simply.Coach contacts

Create bills in Xero from new invoices generated in Simply.Coach

Add new Simply.Coach invoices to Invoice Ninja

Add new Simply.Coach invoices to QuickBooks Online

Create customers in QuickBooks Online from new invoices in Simply.Coach

Create new Simply.Coach contacts when LeadConnector stages are updated

Create new Simply.Coach contacts when Calendly invitees are created

Create engagements in Simply.Coach for new or updated rows in Google Sheets

Create new Simply.Coach contacts from new Barks in the Bark app

Create new Practice clients from new Simply.Coach contacts

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Simply.Coach and Simply.Coach to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New Contact

New Invoice

StatusRequired

Create Contact

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

New Engagement

Status

Updated Invoice

Invoice StatusRequired

Create Engagement

Engagement NameRequired

First NameRequired

Last NameRequired

EmailRequired

Phone Number

Time zone

Status

Total Sessions Planned

ServicesRequired

Start DateRequired

Invite Client to portalRequired

Allow Coachee to schedule sessions?Required

Allow Coachee to reschedule sessions?Required

Sync sessions with Coaches calendar?Required

Enable Online Meeting?Required

Send Action Reminders to Coachee?Required