Connect CoachingOS and Voucherify to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Create Category
Create Segment
Update Reward
Update Customer
Ready to use CoachingOS and Voucherify 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.
Voucher Created
Trigger when a new voucher is created.
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Lead
Create a new lead
Create Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
Update Customer
Update an existing customer.
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Frequently Asked Questions
To start, connect both your CoachingOS and Voucherify accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Voucherify (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in Voucherify. This includes choosing which data fields go into which fields of Voucherify, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and Voucherify 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 Voucherify. 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 Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
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