Practice + Simply.Coach

Create new Practice clients from new Simply.Coach contacts

Whenever you add a new contact in Simply.Coach, populate that information straight to Practice with this convenient workflow. This automation quickly creates a new client in Practice as soon as a new contact emerges in Simply.Coach. It allows you to save time by streamlining data transfer between the two platforms, ensuring that your client details align seamlessly in both.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create Client
Create a client in Practice.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- 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
Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
Try It

Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
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Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
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New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Polling
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New Client Created
Triggers when a new client has been created.
Trigger
Polling
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New Note Created
Triggers when a new note has been created.
Trigger
Polling
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- Member
Action
Write
- First nameRequired
- Last nameRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)Required
Action
Write

New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
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- StatusRequired
Trigger
Polling
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Updated Contact
Triggers when your contact is updated
Trigger
Polling
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- Invoice StatusRequired
Trigger
Polling
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- 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
Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
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Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
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- LabelRequired
- Client emailRequired
Action
Write
- Custom Subscription ID
Action
Write
- TitleRequired
- ContentRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
Action
Write

About Practice

Practice is the easiest way to manage your entire business. Scheduling, payments, client management, and everything for your business under one roof.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Related Zap Templates

Find and manage new Simply.Coach contacts in Practice clients

Related Zap Templates

Find and manage new Simply.Coach contacts in Practice clients

Practice + Simply.Coach

Create new Practice clients from new Simply.Coach contacts

New Contact

New Engagement

New Session

Updated Engagement

Updated Session

Create Engagement

Appointment Completed

Appointment Outcome Updated

Attendee Added to Event

New Internal Form Submitted

New Client Created

New Note Created

Assign Member

Create Client

Find Client

Mark Package as Completed

Remove Client Label

Resume Package

New Custom Report

New Invoice

Updated Contact

Updated Invoice

Create Contact

Appointment Canceled

New Appointment Created

Appointment Rescheduled

New Form Submitted

New Invoice Paid

New Package Booked

Add Label

Assign Package

Create Note

Get Client Packages

Pause Package

Remove Package

About Practice

Related categories

Similar apps

Zapier Interfaces

About Simply.Coach

Related categories

Related Zap Templates

Related Zap Templates