Integrate CoachAccountable with Retently

Trigger NPS/CSAT surveys after coaching sessions to gather feedback on client satisfaction, sync client profiles to ensure accurate customer data in Retently, and use feedback scores to enhance coaching strategies and client engagement.

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About CoachAccountable

CoachAccountable is a platform designed to support structured coaching relationships between coaches and clients, facilitating client management, invoicing, and session tracking.

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CoachAccountable to Retently

1

New Client

Triggers when a new client is created.
2

New Invoice

Triggers when a new client invoice is created.
3

New Session

Triggers when a new session is marked complete.
4

New Coach

Triggers when a new coach is created.
5

New Invoice Payment

Triggers when a new payment is posted for an invoice.
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Retently to CoachAccountable

1

Mark Action Done

Marks an existing client action as done.
2

Add New Client

Adds a new client.
3

Add Client to Course

Adds a client as a participant in one of your courses.
4

Add Invoice Payment

Posts a payment to a client invoice.
5

Add New Action

Adds an action for a specific client.
6

Activate Client

Activates a client.
7

Deactivate Client

Deactivates a client.
8

Add New Invoice

Adds a new invoice.

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