iClosed + Skool

Invite new members in Skool when contact calls are booked in iClosed

When a Contact Call Booked occurrence happens in iClosed, this workflow instantly initiates the exact event in Skool, eliminating the need for repetitive manual data input. This seamless process accelerates team collaboration, ensures prompt updates to all team members, and significantly enhances your operational efficiency. Simplify your working routine and focus more on strategic tasks with this effective workflow.

When this happens...
Call Booked
Triggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Invite Member
Invites a Member to your group
ActionWrite

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Supported triggers and actions

- Custom Field IDRequired
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write

- Event Call IDRequired
- Cancel Reason
Action
Write
- Contact IDRequired
- NotesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Trigger
Polling
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- Email AddressRequired
Action
Write

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call OutcomeRequired
- Trigger When Outcome is:
Trigger
Instant
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- Final StatusRequired
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- TriggerRequired
Trigger
Instant
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- OutcomeRequired
Trigger
Instant
Try It
- Event Call IDRequired
- OutcomeRequired
- Notes
Action
Write
- Contact IDRequired
- User IDRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Event Name
Action
Write
- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact IDRequired
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Trigger
Polling
Try It
- Email AddressRequired
Action
Write

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn more

Related categories

Scheduling & Booking

About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

Related categories

Education

iClosed + Skool

Invite new members in Skool when contact calls are booked in iClosed

Supported triggers and actions

Contact Custom Field Updated

Call Cancelled

Call Rescheduled

Note Added

Call Booked

Transaction Synced

Update Contact Custom Field

Cancel Call

Create Note

Update Contact

Search Contact

Search Transaction

Answered Membership Questions

Invite Member

Setter Owner Assigned

Call Outcome

Contact by Status

Contact Updated

Appointment Setting Outcome

Add Call Outcome

Assign Setter Owner

Create Contact

Create Transaction

Search Custom Fields

Search Call

Search Users

New Paid Member

Unlock Course for Member

About iClosed

Related categories

About Skool

Related categories