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.
CoachAccountable to Retently
New Client
Triggers when a new client is created.New Invoice
Triggers when a new client invoice is created.New Session
Triggers when a new session is marked complete.New Coach
Triggers when a new coach is created.New Invoice Payment
Triggers when a new payment is posted for an invoice.
Retently to CoachAccountable
Mark Action Done
Marks an existing client action as done.Add New Client
Adds a new client.Add Client to Course
Adds a client as a participant in one of your courses.Add Invoice Payment
Posts a payment to a client invoice.Add New Action
Adds an action for a specific client.Activate Client
Activates a client.Deactivate Client
Deactivates a client.Add New Invoice
Adds a new invoice.Related blog posts
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