upcoach and Salesflare
How to connect upcoach
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Client in upcoach, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Program Member in upcoach, find or create contact in Salesflare.
- When new Task in upcoach, create task in Salesflare.
- When new Task in Salesflare, add a Task to a Program Member in upcoach.
About upcoach
Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!
upcoach operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Program — Triggers when a new program is created.
- New Program Member — Triggers when a new member is added to a program.
- New Task — Triggers when a new task is created on a program.
Actions (7)
Things Salesflare can make it do
- Activate a Client — Activate a given client in the organization
- Add a Client — Adds a Client to the organization.
- Add a Client to a Program — Adds a Client to a Program as a Member.
- Add a Task to a Program Member — Adds a task to the given member on the program.
- Deactivate a Client — Deactivate a Client's access to upcoach
Show 2 more actions
- Find or Add a Client — Finds a client or creates a new one
- Remove a Member From a Program — Removes a member from a program
Searches (1)
Look up existing records
- Find a Client — Finds a client or creates a new one.
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