CoachAccountable + Gmail

Send emails in Gmail when new clients are added in CoachAccountable

Effortlessly manage your coaching business with this seamless workflow. As soon as you register a new client in CoachAccountable, an email is promptly sent to them using the Gmail app. This not only helps you establish instant communication but also sets a professional tone right from the start. Cut down on manual tasks and focus more on your sessions with this efficient workflow.

When this happens...
New Client
Triggers when a new client is created.
TriggerPolling
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new client invoice is created.
Trigger
Polling
Try It
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

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

New Coach
Triggers when a new coach is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Polling
Try It
- 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
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About CoachAccountable

CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.

Learn more

Related categories

Online Courses

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

CoachAccountable + Gmail

Send emails in Gmail when new clients are added in CoachAccountable

New Client

New Invoice

New Session

Mark Action Done

Add New Client

Add Client to Course

Add Invoice Payment

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

New Coach

New Invoice Payment

Add New Action

Activate Client

Deactivate Client

Add New Invoice

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

About CoachAccountable

Related categories

About Gmail

Related categories

Similar apps

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