Connect OMG Sales Assessments and Simply.Coach to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Candidate Assessment Processed" from OMG Sales Assessments.

Add your action

An action happens after the trigger—such as "Create Contact" in Simply.Coach.

You’re connected!

Zapier seamlessly connects OMG Sales Assessments and Simply.Coach, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Registration
- Include Recommended
- Include Worthy of Consideration
- Include Non-Recommended
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It

- Status
Trigger
Polling
Try It
- Engagement Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- Services
  Required
- Start Date
  Required
- Allow Coachee to schedule sessions?
  Required
- Invite Client to portal
  Required
- Allow Coachee to reschedule sessions?
  Required
- Sync sessions with Coaches calendar?
  Required
- Enable Online Meeting?
  Required
- Send Action Reminders to Coachee?
  Required
- Send Session Invitation & Reminder emails to coachee?
  Required
Action
Write

- Contact Email
  Required
Action
Search
- Contact Email
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Search or write

- Access Code
  Required
- Language
- First Name
- Last Name
- Email Address
- Client Reference
- Send Email to Candidate
Action
Write
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
Try It
- Status
  Required
Trigger
Polling
Try It
Updated Contact
Triggers when your contact is updated
Trigger
Polling
Try It
- Invoice Status
  Required
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Write
- Note
  Required
- Pin this Note
- Select Contact
  Required
Action
Write
- User email
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect OMG Sales Assessments and Simply.Coach to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your OMG Sales Assessments to Simply.Coach integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About OMG Sales Assessments

Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.

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Related categories

Analytics

About Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.