Connect CoachingOS and Thankster to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Create Card Project
Apply Image
Order Project
Send Thankster Card
Ready to use CoachingOS and Thankster 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 Lead
Create a new lead
Create Card Project
Create a new thank-you card project using a selected template and the recipient’s details.
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Send Thankster Card
Create and send a personalized Thankster thank-you card to a recipient.
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Frequently Asked Questions
To start, connect both your CoachingOS and Thankster accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Thankster (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in Thankster. This includes choosing which data fields go into which fields of Thankster, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and Thankster 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 Thankster. 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 Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
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