Generate events in Microsoft Outlook whenever new clients are added to a group in TrueCoach
Stay organized and informed when new clients are added to your TrueCoach groups by creating corresponding events in Microsoft Outlook. This automation ensures you remember to contact or follow up with new clients, helping you maintain an efficient and professional workflow. It aids in time management and guarantees no client slips through the cracks.
Stay organized and informed when new clients are added to your TrueCoach groups by creating corresponding events in Microsoft Outlook. This automation ensures you remember to contact or follow up with new clients, helping you maintain an efficient and professional workflow. It aids in time management and guarantees no client slips through the cracks.
- When this happens...Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try It