What you can automate

When new Client Account in Teasio, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Group Member in Teasio, find or create contact in Salesflare.

When new Coach Assignment in Teasio, create task in Salesflare.

When new Date Proposal in Teasio, create opportunity in Salesflare.

When new Video Step Attendee in Teasio, find or create contact in Salesflare.

When new Training Subscription in Teasio, create opportunity, then find or create contact in Salesflare.

About Teasio

Teasio is a coaching and HR support platform that digitizes client journeys, programs and follow-up for coaches and consulting firms.

Teasio operations on Zapier

Start a workflow when this happens

New Cancelled Video Step Invitation — Triggers when a guest's invitation to participate to a video step has been deleted.
New Client Account — Triggers when a client account has been created on the platform.
New Coach Assignment — Triggers when a coach has been assigned to a client.
New Completed Video Step — Triggers when a program's video step meeting is over.
New Completed Webinar — Triggers when a webinar is over.

Show 13 more triggers

New Date Confirmation — Triggers when a date has been confirmed for a video step or a real-life meeting.
New Date Proposal — Triggers when dates propositions have been sent to the client for a video step or a real-life meeting.
New Date Refusal — Triggers when the dates for a video step or a real-life meeting have been refused by the client.
New Date Request — Triggers when a client requests dates for a video step or a real-life meeting.
New Group Member — Triggers when a client has been added to a group.
New Group Member Removal — Triggers when a client has been removed from a group.
New Main Coach Change — Triggers when a client's main coach has been changed.
New Program — Triggers when a client's program has been created.
New Program Update — Triggers when a client's program has been modified.
New Training Subscription — Triggers when a client subscribed to a training meeting.
New Training Unsubscription — Triggers when a client unsubscribed from a training meeting.
New Video Step Attendee — Triggers when an external guest has effectively joined a video step.
New Video Step Invitation — Triggers when an external guest has been invited to participate to a video step.

Things Salesflare can make it do

Add Client (Beneficiary) to Group — Adds a client (beneficiary) to a group.
Add Secondary Coaches to Client (Beneficiary) — Adds one or several secondary coaches (experts) to a client (beneficiary).
Create Accompaniment for Client (Beneficiary) — Creates an accompaniment for a client (beneficiary) from an accompaniment template.
Create Client (Beneficiary) — Creates a new client (beneficiary).
Create Program for Client (Beneficiary) — Creates a program for a client (beneficiary) from a program template.

Show 2 more actions

Remove Secondary Coach From Client (Beneficiary) — Removes a secondary coach (expert) from a client (beneficiary).
Set Main Coach to Client (Beneficiary) — Sets the main coach of a client (beneficiary).

Look up existing records

Teasio and Salesflare