Nudge Coach and Salesflare
How to connect Nudge Coach
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When user Added to My Coach Account in Nudge Coach, find or create account in Salesflare.
- When user Added to Company in Nudge Coach, find or create account in Salesflare.
About Nudge Coach
Nudge Coach is a customizable online coaching platform that helps you build relationships and keep clients on track for better health.
Nudge Coach operations on Zapier
Triggers (4)
Start a workflow when this happens
- User Added to Company — Triggers when a user is added to a company.
- User Added to Group — Triggers when a user is added to a group.
- User Added to My Coach Account — Triggers when a user is added to my coach account.
- User Finished a Program — Triggers when a user receives their last day of program cards
Actions (10)
Things Salesflare can make it do
- Add Users to Coach — Add users to one or more coaches
- Add Users to Group — Add users to one or more of my groups
- Assign a One Time Card to a User — Assign a card to a user
- Assign a Sequence to a User — Assign a sequence to a user
- Invite Clients — Invites clients to connect to my coach account
Show 5 more actions
- Invite Clients to Company — Invite clients to a specific company in Nudge Coach
- Invite Clients to Group — Invite clients to a specific group in my coach account
- Remove User From Company — Remove a user from a company as well as any company groups or company coaches they may be attached to
- Remove Users From Coach — Remove one or more users from a coach
- Remove Users From Group — Remove users from one or more of my groups
Searches (3)
Look up existing records
- Find Card — Find a card in your card library
- Find Sequence — Find a sequence in your sequence library
- Find User — Find a user that you are coaching
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