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Connect Formsite and Coaching Loft to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with Coaching Loft - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."

A trigger is the event that kicks off your automated workflow.

Setup an action from Coaching Loft

An action is what takes place after the automation is triggered. For example, with Coaching Loft, the action could be "Add New Action."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to Coaching Loft

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to Coaching Loft integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and Coaching Loft to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Form
  Required
Trigger
Instant
Try It
New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Polling
Try It
New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Polling
Try It
New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Polling
Try It
- Title
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location
  Required
- Description
- Client Email Address
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Client Email Address
  Required
- Contact Number
- Company Name
- Occupation
- Website
- Linked-in Profile
- Facebook Page/Profile
- Tags
- Source
Action
Write
- Client Email
  Required
- Invoice number
  Required
- Currency
  Required
- Subtotal
- Total Amount
  Required
- Description
- Date Due
  Required
- Sending Date
  Required
- Settlement Date
- Status
Action
Write

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Client Email
  Required
- Title
  Required
- Action Details
  Required
- Date Due
  Required
Action
Write
- Client Email
  Required
- First Name
  Required
- Last Name
  Required
Action
Write
- Client Email
  Required
- Coach Email
  Required
- Template ID
- Title
  Required
- Status
Action
Write
- Client Email Address
  Required
- Title
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location
  Required
- Session Log
  Required
Action
Write

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn more

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Typeform

Forms & Surveys

About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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