[TEMPLATE] CFL Program: Add coaching opportunity to Small Improvements

“When the "Coaching Opportunity" button is clicked in a CFL Interactions table record, this Zap will add the ticket and relevant info to the next 1:1 you have scheduled with the specialist. ”

created by Support Tooling

This Zap uses the private apps SmallImprovementsCLIAPI@2.7.3 and SmallImprovementsCLIAPI@2.7.3.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 4 steps …

2 minutes to set up
Get back 1.2 hrs /week
2 people use this zap

This Zap uses the following 3 apps

Zapier Tables
Zapier Tables is a no-code database built for automation.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
SmallImprovementsCLIAPI@2.7.3
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.

More ways to use these popular apps!

Check out all the other ways you can connect Zapier Tables and Filter by Zapier.