Airtable + TrueCoach
Create records in Airtable for new clients in TrueCoach
Start your client management on the right foot with this efficient workflow. Whenever you add a new client in TrueCoach, a record is promptly created in your Airtable, providing an organized snapshot of your growing client base. Instead of manually inputting client data, this process keeps everything up-to-date and accurate, streamlining your administrative tasks and letting you focus more on coaching.
Start your client management on the right foot with this efficient workflow. Whenever you add a new client in TrueCoach, a record is promptly created in your Airtable, providing an organized snapshot of your growing client base. Instead of manually inputting client data, this process keeps everything up-to-date and accurate, streamlining your administrative tasks and letting you focus more on coaching.
- When this happens...New Client
Triggers when a new client is added on TrueCoach.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try ItWorkout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Try ItClient First NameRequired
Client Last NameRequired
Client EmailRequired
Coach Email
Phone Number
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
