CoachAccountable + Kit

Add tag to new Kit subscribers when new clients are added in CoachAccountable

Boost your email marketing efficiency with this workflow. When a new client is added on CoachAccountable, it will instantly tag that subscriber in Kit. This workflow keeps your mailing list updated, aids in segmenting your audience, and enables you to provide tailored content for your new clients immediately, enhancing your email campaigns and client engagement.

When this happens...
New Client
Triggers when a new client is created.
TriggerPolling
automatically do this!
Add Tag to Subscriber
Add a subscriber to a specific tag.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new client invoice is created.
Trigger
Polling
Try It
New Session
Triggers when a new Session is marked complete.
Trigger
Polling
Try It
- Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Coach ID
- Gender
- Timezone
- Address
- City
- State
- Zip
- Cell Phone
- Home Phone
- Work Phone
- Send Invitation
- Invitation Subject
- Invitation Message
- Upgrade if Needed
Action
Write

- ClientIDRequired
- CourseIDRequired
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceIDRequired
- Payment AmountRequired
- Date Of
- Payment Method
- Check Number
- Allow Overpay
Action
Write

New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
Try It
New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
Search

New Coach
Triggers when a new coach is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Polling
Try It
- Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client IDRequired
Action
Write
- Client IDRequired
Action
Write
- ClientIDRequired
- DateRequired
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
Action
Write
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
- First Name
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write

About CoachAccountable

CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.

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About Kit

Kit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.