CoachAccountable + Streak
Create new Streak boxes for new clients in CoachAccountable
When you gain a new client in CoachAccountable, wouldn't it be great if you could immediately set up a new project for them in Streak without lifting a finger? That's where this workflow saves the day. Once set up, for every new client you add in CoachAccountable, a new corresponding box is created in your Streak app. Streamline your client management process, stay organized, and have more time to focus on your coaching services.
When you gain a new client in CoachAccountable, wouldn't it be great if you could immediately set up a new project for them in Streak without lifting a finger? That's where this workflow saves the day. Once set up, for every new client you add in CoachAccountable, a new corresponding box is created in your Streak app. Streamline your client management process, stay organized, and have more time to focus on your coaching services.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create New Box
Create a new box.
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