FAQ: Can you send onboarding emails every time a client joins TrueCoach?

✅ When you use Zapier + TrueCoach, you can automate that with Workflow Automations.

Here is our most popular template as an example: Send Emails in Gmail to New TrueCoach Clients. This workflow automation makes it easy to integrate TrueCoach with Gmail. It really only takes just a few steps!

Step 1: Select a Trigger. Your trigger could be "New Client." Therefore, this event would trigger when a new client is added to TrueCoach.

Step 2: Setup Action using Gmail. For example, you could use "Send Email" as new action.

Step 3: Fill out the required fields to make the email your own.

With this setup, every time a client is added to TrueCoach an email will automatically be sent to them via Gmail! It is that simple and can save you so much time!

We've also created additional zaps to help you get started—explore them by clicking here to discover more possibilities!