- Service Automation
- Coaching Services
- Automated client data
Manage coaching client information
This automation category streamlines the management of coaching client information by automating tasks such as adding new clients, updating profiles, sending notifications, and syncing session data across tools. It ensures coaches maintain organized, up-to-date records without manual data entry, helping them focus on delivering value. With real-time alerts and seamless integrations, coaches never miss important milestones or client touchpoints.
Filter by common apps:
Jotform
Formatter by Zapier
Slack
LeadConnector
Stripe
Filter by Zapier
Kahunas
Airtable
Dubsado
ABC Trainerize
Gmail
Wodify Core
TrueCoach
Mailchimp
Zoom
Google Calendar
Kajabi
Keap
Paythen
- Notify team in Slack about new Jotform submissions, update contact in LeadConnector
- Create new client in Kahunas when customer subscribes in Stripe
Create new client in Kahunas when customer subscribes in Stripe
- Create new coaching project in Dubsado, and update record status in Airtable
Create new coaching project in Dubsado, and update record status in Airtable
- Send personalized welcome email, create or update client profile in ABC Trainerize after Stripe payment
Send personalized welcome email, create or update client profile in ABC Trainerize after Stripe payment
- Create new client in TrueCoach when client is added or updated in Wodify Core
Create new client in TrueCoach when client is added or updated in Wodify Core
- Add new clients to Mailchimp and tag them from TrueCoach
Add new clients to Mailchimp and tag them from TrueCoach
- Send coaching call recording link via email after Zoom meeting, find event in Google Calendar, and format date
Send coaching call recording link via email after Zoom meeting, find event in Google Calendar, and format date
- Notify the team in Slack, and manage client info in Keap when a new Kajabi purchase occurs
Notify the team in Slack, and manage client info in Keap when a new Kajabi purchase occurs
- Notify coaching team and update client records in Keap and Slack when new Paythen customer is created
Notify coaching team and update client records in Keap and Slack when new Paythen customer is created