- Service Automation
- Coaching Services
- Automated Enrollment
Process coaching service requests
Automate the enrollment and onboarding of coaching clients by connecting e-commerce and membership platforms to instantly grant program access, track purchase status, and streamline user setup. This ensures customers are enrolled as soon as payment is confirmed and reduces manual steps for your team. Users benefit from faster delivery of program materials and an error-free onboarding experience.
Filter by common apps:
Tally
LeadConnector
Cognito Forms
Zoom
Leadpages
Google Sheets
Delay by Zapier
Asana
Typeform
Webhooks by Zapier
Slack
Kajabi
Acuity Scheduling
Gmail
Filter by Zapier
Squarespace Forms
Formatter by Zapier
Notion
Calendly
ClickUp
ActiveCampaign
- Create task in LeadConnector for each new Tally form submission
- Register participants in Zoom for coaching calls from Cognito Forms submissions
Register participants in Zoom for coaching calls from Cognito Forms submissions
- Capture form submissions from Leadpages, add to Google Sheets, delay, and create tasks in Asana
Capture form submissions from Leadpages, add to Google Sheets, delay, and create tasks in Asana
- Collect coaching inquiries from Typeform, send data to webhook, log in Google Sheets, and notify Slack channel
Collect coaching inquiries from Typeform, send data to webhook, log in Google Sheets, and notify Slack channel
- Process new Kajabi payments, update Acuity clients, add package codes, and send confirmation emails
Process new Kajabi payments, update Acuity clients, add package codes, and send confirmation emails
- Capture new coaching appointments from Acuity Scheduling, and submit form in Kajabi
Capture new coaching appointments from Acuity Scheduling, and submit form in Kajabi
- Capture coaching program applications, update contact info, add leads to campaign, and notify team in Slack
Capture coaching program applications, update contact info, add leads to campaign, and notify team in Slack
- Capture coaching submissions, format dates and emails, and create database entries in Notion
Capture coaching submissions, format dates and emails, and create database entries in Notion
- Create tasks, update contacts, and manage subscriptions for group coaching sessions with Calendly, ClickUp, and ActiveCampaign
Create tasks, update contacts, and manage subscriptions for group coaching sessions with Calendly, ClickUp, and ActiveCampaign
