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CoachAccountable + Trello

Create Trello cards for new CoachAccountable clients

Stay organized and manage your coaching business more efficiently with this automation. When you add a new client in CoachAccountable, this workflow will create a card in Trello, allowing you to keep track of client details and progress in a seamless manner. Save time and focus on providing top-notch coaching services while your client management is taken care of behind the scenes.

Stay organized and manage your coaching business more efficiently with this automation. When you add a new client in CoachAccountable, this workflow will create a card in Trello, allowing you to keep track of client details and progress in a seamless manner. Save time and focus on providing top-notch coaching services while your client management is taken care of behind the scenes.

  1. When this happens...
    CoachAccountableCoachAccountable
    New Client

    Triggers when a new client is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CoachAccountable triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Action IDRequired

    • Date Done

    • Time Done

    • Timezone

    • Comment

    Action
    Write
  • CoachAccountable triggers, actions, and search

    New Invoice Payment

    Triggers when a new payment is posted for an invoice.

    Trigger
    Scheduled
    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
coachaccountable logo

About CoachAccountable

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

Related categories

  • Online Courses
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Related categories

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