CoachAccountable and Salesflare
How to connect CoachAccountable
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Client in CoachAccountable, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in CoachAccountable, create opportunity, then find or create contact in Salesflare.
- When new Invoice Payment in CoachAccountable, create opportunity, then find or create contact in Salesflare.
About CoachAccountable
CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.
CoachAccountable operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Coach — Triggers when a new coach is created.
- New Invoice — Triggers when a new client invoice is created.
- New Invoice Payment — Triggers when a new payment is posted for an invoice.
- New Session — Triggers when a new Session is marked complete.
Actions (8)
Things Salesflare can make it do
- Activate Client — Activates a Client.
- Add Client to Course — Adds a Client as a participant in one of your Courses.
- Add Invoice Payment — Posts a payment to a Client Invoice.
- Add New Action — Adds an action for a specific client.
- Add New Client — Adds a new Client.
Show 3 more actions
- Add New Invoice — Adds a new invoice.
- Deactivate Client — Deactivates a Client.
- Mark Action Done — Marks an existing client Action done.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free