Integrate RocketReach with CoachAccountable
Send information between RocketReach and CoachAccountable automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate RocketReach and CoachAccountable using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Fetch company
Fetches the details of an existing company by company name, domain, or industry
Fetch people
Fetches the details of a person using name, title, or company
Check lookup status
Checks the status/progress of a person after they have been looked up
Lookup person
Looks up a prospect profile to retrieve contact information
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 RocketReach?
RocketReach is a contact information platform that helps users gather contact details through emails, phones, and social media.
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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