Integrate Jetpack CRM with CoachAccountable
Send information between Jetpack CRM and CoachAccountable automatically, without writing any code, using Zoho Flow.
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Connect Jetpack CRM and CoachAccountable with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Jetpack CRM and CoachAccountable using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote created
Triggers when a new quote is created
Invoice created
Triggers when a new invoice is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Client created
Triggers when a new client is created
Appointment created
Triggers when a new appointment is created for a coach or client
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Add client to course
Adds a client as a participant for the specified course
Create invoice
Creates a new invoice
Activate client
Activates an existing client
Add client
Adds a new client
Deactivate client
Deactivates an existing client
Add appointment
Adds a new appointment
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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What is CoachAccountable?
CoachAccountable is a web-based client management platform designed to give you a comprehensive, supported, and results-driven coaching experience.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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