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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 "New Captured Form" from Insighto.ai.

Add your action

An action happens after the trigger—such as "Activate a Client" in upcoach.

You’re connected!

Zapier seamlessly connects Insighto.ai and upcoach, 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.

- Form ID
  Required
Trigger
Polling
Try It
- Assistant ID
Trigger
Polling
Try It
- Data Source ID
  Required
- Data Source File Name
- Description
- Text Blob
  Required
- Extra Attributes
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Program
  Required
Trigger
Polling
Try It

- Client ID
  Required
Action
Write
- Program
- Client
Action
Write

- Client ID
  Required
Action
Write
- Email
  Required
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First Name
- Last Name
- Email
- Phone
- WhatsApp
Action
Write
- Widget
  Required
- Phone Number
  Required
Action
Write
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created on a program.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Password
- Timezone
- Send invite
Action
Write
- Todo title
  Required
- Todo description
- Due date
- Program
- Member
  Required
Action
Write
- Program
  Required
- Member
  Required
Action
Write
- Email
  Required
- Name
  Required
- Password
- Timezone
- Send invite
Action
Search or write

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25m

Customers have created over 25 million Zaps on the platform

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

Connect Insighto.ai and upcoach 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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.

Resolve incidents faster with automation

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 Insighto.ai to upcoach integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Insighto.ai

Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows

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Related categories

AI Sales Tools

About upcoach

Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!