Connect CoachingOS and Engage to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Create Customer
Track User Event
List or Find Users
Ready to use CoachingOS and Engage automations
Actions and Triggers
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 Contact
Create a new contact in CoachingOS.
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user ID.
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Frequently Asked Questions
To start, connect both your CoachingOS and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Engage (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and Engage 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 Engage. 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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