- 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:
Google Forms
Filter by Zapier
Notion
HubSpot
Google Calendar
monday.com
Typeform
Webhooks by Zapier
Google Sheets
Slack
Squarespace Forms
LeadConnector
Formatter by Zapier
Delenta
Code by Zapier
MailerLite
Kartra
ActiveCampaign
Passion.io
Microsoft To Do
- Capture new coaching applications from Google Forms, filter qualified candidates, and create items in Notion
- Capture form submissions, check calendar availability, create events, and log details in monday.com
Capture form submissions, check calendar availability, create events, and log details in monday.com
- 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
- 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
- Process coaching feedback, filter responses, extract emails, and manage MailerLite subscriber groups
Process coaching feedback, filter responses, extract emails, and manage MailerLite subscriber groups
- Invite leads to coaching call in Google Calendar after filling Kartra registration form
Invite leads to coaching call in Google Calendar after filling Kartra registration form
- Tag contacts, create orders in Passion.io, and notify team in Slack
Tag contacts, create orders in Passion.io, and notify team in Slack
- Notify the team in Slack, and create a follow-up task in Microsoft To Do when a client shows interest
Notify the team in Slack, and create a follow-up task in Microsoft To Do when a client shows interest
