Coach Catalyst + Tally
Add new Tally submissions as clients in Coach Catalyst
Effortlessly streamline your client onboarding process with this Tally and Coach Catalyst workflow. When there's a new submission in Tally, this automation will create a new client in Coach Catalyst, ensuring all relevant information is transferred and stored seamlessly. Save time and maintain consistency in your coaching business by having client details instantly available in Coach Catalyst upon their Tally form submissions.
Effortlessly streamline your client onboarding process with this Tally and Coach Catalyst workflow. When there's a new submission in Tally, this automation will create a new client in Coach Catalyst, ensuring all relevant information is transferred and stored seamlessly. Save time and maintain consistency in your coaching business by having client details instantly available in Coach Catalyst upon their Tally form submissions.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
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Create/Update Client
Creates a new client or updates an existing one
