Capsule CRM + CoachAccountable

Create CoachAccountable clients from new or updated Capsule CRM contacts

Effortlessly keep your client information up-to-date in CoachAccountable with this Capsule CRM to CoachAccountable automation. Upon any new or updated contact in Capsule CRM, this workflow will instantly create a new client in CoachAccountable, ensuring you always have the latest client data at your fingertips. Maintain a seamless connection between your CRM and coaching platform to make client management a breeze.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add New Client
Adds a new Client.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Coach
Triggers when a new coach is created.
Trigger
Polling
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New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Polling
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- Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client IDRequired
Action
Write
- Client IDRequired
Action
Write
- ClientIDRequired
- DateRequired
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Polling
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New Invoice
Triggers when a new client invoice is created.
Trigger
Polling
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New Session
Triggers when a new Session is marked complete.
Trigger
Polling
Try It
- Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Coach ID
- Gender
- Timezone
- Address
- City
- State
- Zip
- Cell Phone
- Home Phone
- Work Phone
- Send Invitation
- Invitation Subject
- Invitation Message
- Upgrade if Needed
Action
Write
- ClientIDRequired
- CourseIDRequired
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceIDRequired
- Payment AmountRequired
- Date Of
- Payment Method
- Check Number
- Allow Overpay
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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