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.
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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