Google Tasks + TrueCoach
Create tasks in Google Tasks when new clients onboard on TrueCoach
No more questions about whether you have completed everything for a new client. With this integration, once a new client has been added to TrueCoach your onboarding checklist is automatically added as a task in Google Tasks. This ensures that every client receives a consistent and thorough onboarding process, eliminating the chances of missing critical steps.
No more questions about whether you have completed everything for a new client. With this integration, once a new client has been added to TrueCoach your onboarding checklist is automatically added as a task in Google Tasks. This ensures that every client receives a consistent and thorough onboarding process, eliminating the chances of missing critical steps.
- When this happens...New Client
Triggers when a new client is added on TrueCoach.
- automatically do this!Create Task
Creates a new task.
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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
Task ListRequired
Include Assigned Tasks?
Try It
