Connect CoachingOS and Atlas AI Revenue Engine
Integrate CoachingOS with Atlas AI Revenue Engine to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Schedule Outbound Call with Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Add Contact to Campaign in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Update Contact in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Get Contact from Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Find Call Records in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Popular CoachingOS + Atlas AI Revenue Engine flows
Start from a real workflow other teams are already running.
Choose a trigger
CoachingOS
When this happens...
Fetch Leads
Choose an action
Atlas AI Revenue Engine
Automatically do this!
Schedule Outbound Call
Add Contact to Campaign
Update Contact
Get Contact
Find Call Records
Get Call Details
Find Bookings
Send SMS
Send Human Agent Reply
Set Human Handoff
Set Campaign Status
Schedule Outbound Call with Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowAdd Contact to Campaign in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowUpdate Contact in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowGet Contact from Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowFind Call Records in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowGet Call Details from Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowFind Bookings in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowSend SMS via Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowSend Human Agent Reply via Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowSet Human Handoff in Atlas AI Revenue Engine when Fetch Leads from CoachingOS
Use this flowSupported Triggers & Actions
Everything you can automate between CoachingOS and Atlas AI Revenue Engine.
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Lead
Create a new lead
Schedule Outbound Call
Queue an AI agent call to a phone number from a selected campaign.
Add Contact to Campaign
Add a contact with custom fields to a campaign for AI calling.
Update Contact
Update a contact's name, phone number, timezone or custom fields in a campaign.
Get Contact
Get a campaign contact's details by contact ID.
Find Call Records
Find call records by campaign, phone number, date range, type or outcome.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
Learn more
About Atlas AI Revenue Engine
Atlas AI Revenue Engine runs AI voice and SMS agents that call and text leads, answer inbound calls, book appointments and hand chats to live agents.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CoachingOS and Atlas AI Revenue Engine accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CoachingOS and Atlas AI Revenue Engine as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Atlas AI Revenue Engine. No coding required.
Yes. You can set up a workflow where CoachingOS triggers actions in Atlas AI Revenue Engine, and a separate workflow where Atlas AI Revenue Engine triggers actions in CoachingOS. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CoachingOS and Atlas AI Revenue Engine. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CoachingOS and Atlas AI Revenue Engine integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
