TrueCoach + Typeform
Create new TrueCoach clients from new Typeform entries
Improve your client management routine with this efficient workflow. When a Typeform entry is created, this process immediately establishes a client profile in TrueCoach, maintaining accurate data while eliminating the need for time-consuming manual input. This not only simplifies the process of turning form entries into valuable client information but also optimizes your overall management procedures.
Improve your client management routine with this efficient workflow. When a Typeform entry is created, this process immediately establishes a client profile in TrueCoach, maintaining accurate data while eliminating the need for time-consuming manual input. This not only simplifies the process of turning form entries into valuable client information but also optimizes your overall management procedures.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Client
When this action is called, it creates a new Client on TrueCoach.
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AgentRequired
Try Ittitle of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try It
