Podia + Simply.Coach

Create new Simply.Coach contacts when someone joins Podia communities

Streamline your online coaching business with this efficient process. When a new member joins your community in Podia, this workflow instantly adds them as a contact in your Simply.Coach app. No more manual data entry - this automation takes care of it, ensuring your contact list is always up-to-date and you can focus more on coaching. Perfect for personal coaches looking to simplify their client management.

When this happens...
Someone Joins Community
Triggers when someone joins a free or paid community plan.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact in your simply.Coach account
ActionWrite

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Supported triggers and actions

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
Try It
- EmailRequired
- Notify customerRequired
- Cancel subscription at the end of current periodRequired
Action
Write
- Tag
- EmailRequired
- First name
- Last name
- Full name
Action
Write

- WaitlistRequired
- EmailRequired
- First name
- Last name
- Full name
Action
Write
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
Try It

- StatusRequired
Trigger
Polling
Try It
Updated Contact
Triggers when your contact is updated
Trigger
Polling
Try It
- Invoice StatusRequired
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
Action
Write

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
Try It
- Waitlist
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
Try It
- ProductRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- PlanRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
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 NameRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- ServicesRequired
- Start DateRequired
- Allow Coachee to schedule sessions?Required
- Invite Client to portalRequired
- 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

About Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Learn more

Related categories

Online Courses

About Simply.Coach

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

Related categories

CRM (Customer Relationship Management)

Podia + Simply.Coach

Create new Simply.Coach contacts when someone joins Podia communities

Supported triggers and actions

Someone Leaves Community

Someone Gets Tagged

Published Blog Post

Remove Someone From Your Community

Subscribe Someone

Waitlist Someone

New Custom Report

New Invoice

Updated Contact

Updated Invoice

Create Contact

Someone Joins Community

Someone Waitlists

Product Signed Up For

Sign Someone Up for a Product

Add Someone to Your Community

New Contact

New Engagement

New Session

Updated Engagement

Updated Session

Create Engagement

About Podia

Related categories

About Simply.Coach

Related categories