Connect CoachingOS and Custom Views to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
- Request a new Action for Custom Views
Enable Integrations or automations with these events of CoachingOS and Custom Views
Enable Integrations or automations with these events of CoachingOS and Custom Views
Triggers
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
Actions
Create Lead
Create a new lead
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Frequently Asked Questions
To start, connect both your CoachingOS and Custom Views accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Custom Views (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in Custom Views. This includes choosing which data fields go into which fields of Custom Views, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and Custom Views typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CoachingOS and Custom Views. 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.
About CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
Learn MoreAbout Custom Views
Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.
Learn More
