Simply.Coach and Salesflare
How to connect Simply.Coach
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new Response Submitted for Form in Simply.Coach, find or create contact in Salesflare.
- When new Contact in Simply.Coach, find or create contact in Salesflare.
- When new Invoice in Simply.Coach, create opportunity, then find or create contact in Salesflare.
- When updated Contact in Simply.Coach, find or create contact in Salesflare.
- When updated Invoice in Simply.Coach, find or create contact in Salesflare.
About Simply.Coach
Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.
Simply.Coach operations on Zapier
Triggers (11)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created.
- New Custom Report — Triggers when a new new custom report is generated and available
- New Engagement — Triggers when a new Engagement is created.
- New Invoice — Triggers when a new invoice is created.
- New Response Submitted for Form — Triggers when a new response is submitted for a Form
Show 6 more triggers
- New Session — Triggers when a new contact is created.
- New SessionType — Triggers when a new session type is added
- Updated Contact — Triggers when your contact is updated
- Updated Engagement — Triggers when your engagement is updated
- Updated Invoice — Triggers when an Invoice is updated
- Updated Session — Triggers when a session is updated.
Actions (6)
Things Salesflare can make it do
- Create CoachPayoutRate — Creates a coach payout rate for a session type
- Create Contact — Creates a Contact in your simply.Coach account
- Create Engagement — Create an Engagement in the system
- Create Note — Creates a note against a contact
- Find or Create Contact — Finds a contact in your Simply.Coach account
Show 1 more actions
- Update Contact — Updates an existing Contact
Searches (3)
Look up existing records
- Find Contact — Finds a contact in your Simply.Coach account
- Find Form — Finds a Form in your Simply.Coach accuont
- Find User — Finds users in our Simply.Coach account
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