Integrations CoachingOS Revolut Business
CoachingOS + Revolut Business

Connect CoachingOS and Revolut Business to Build Intelligent Automations

Choose a Trigger

CoachingOS

When this happens...

Choose an Action

Revolut Business

Automatically do this!

Ready to use CoachingOS and Revolut Business automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Fetch Leads

Fetch Leads

Fetches new leads from your CoachingOS account and triggers the workflow automatically.

New Transaction Created

New Transaction Created

Runs when transaction created

Watch Transaction State Change

Watch Transaction State Change

Notifies on transactions state changes

Request a new Trigger for CoachingOS

Do thisActions

Action is the task that follows automatically within your CoachingOS integrations.

Create Lead

Create Lead

Create a new lead

List Transactions

List Transactions

Get transactions with filters

List Accounts

List Accounts

List all accounts details.

List Expenses

List Expenses

View company expenses (only available in Revolut business account).

Request a new Action for CoachingOS

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Frequently Asked Questions

How do I start an integration between CoachingOS and Revolut Business?

To start, connect both your CoachingOS and Revolut Business accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Revolut Business (or vice versa).

Can we customize how data from CoachingOS is recorded in Revolut Business?

Absolutely. You can customize how CoachingOS data is recorded in Revolut Business. This includes choosing which data fields go into which fields of Revolut Business, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CoachingOS and Revolut Business?

The data sync between CoachingOS and Revolut Business typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CoachingOS to Revolut Business?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CoachingOS and Revolut Business?

Yes, you can set conditional logic to control the flow of data between CoachingOS and Revolut Business. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.