Connect Sendme and CoachingOS to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Update Contact
Choose an Action
Automatically do this!
Create Lead
Ready to use Sendme and CoachingOS automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Update Contact
Triggers when a contact is created or Updated.
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 Sendme integrations.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
Create Lead
Create a new lead
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Frequently Asked Questions
To start, connect both your Sendme and CoachingOS accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in CoachingOS (or vice versa).
Absolutely. You can customize how Sendme data is recorded in CoachingOS. This includes choosing which data fields go into which fields of CoachingOS, setting up custom formats, and filtering out unwanted information.
The data sync between Sendme and CoachingOS 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 Sendme and CoachingOS. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn MoreAbout CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
Learn More
