We are so excited to offer the Zapier x TrueCoach Integration! We want to show you how to connect TrueCoach and Zapier and answer some questions you might have.
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β**Zapier is available on the Pro and above plans.
First, let's tackle setup and connection! Here's a quick video that outlines the initial integration process:
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You'll want to navigate to the Zapier section of your TrueCoach account. You can find that under "Settings" and then "Integration."
Copy the API Key listed here and then paste that into the required field in Zapier to authorize the connection.
Once you have TrueCoach and Zapier connected you can start setting up Zaps!
Need to upgrade to Pro to get access? You can upgrade your plan here!
Triggers and Actions Explained:
Triggers: Events within an app that start a Zap. For example, when you add a new client to TrueCoach, this can trigger an action in another app, like adding that client to a mailing list.
Actions: The tasks that Zapier performs for you. For instance, adding a client to a mailing list when they are added to TrueCoach.
Available Triggers on TrueCoach
Added to a Client Group: Triggered when a client is added to a specific group in the organization.
New Client: Triggered when a new client is added to the organization.
Workout Created: Triggered when a new workout is created in the organization by a coach.
Workout Completed: Triggered when a workout is completed in the organization by a client/coach.
Available Actions on TrueCoach
Add a Client to TrueCoach: Use this action to add a client to TrueCoach automatically when activity happens in another system.