Connect CoachAccountable and RampedUp

Both apps 28CoachAccountable 15RampedUp 13

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Coach

  Triggers when a new coach is created.

• Trigger
  New Invoice

  Triggers when a new client invoice is created.

• Trigger
  New Invoice Payment

  Triggers when a new payment is posted for an invoice.

• Trigger
  New Session

  Triggers when a new Session is marked complete.

• Action
  Activate Client

  Activates a Client.

• Action
  Add Invoice Payment

  Posts a payment to a Client Invoice.

• Action
  Add New Action

  Adds an action for a specific client.

• Action
  Add New Client

  Adds a new Client.

• Action
  Add New Invoice

  Adds a new invoice.

• Action
  Add Session

  Log a new coaching session for a client.

• Action
  Get Client

  Retrieve a single client by ID.

• Action
  List Clients

  List all clients on the account.

• Action
  Mark Action Done

  Marks an existing client Action done.

• Action
  Update Client

  Update an existing client's profile fields.

• Trigger
  New Alert

  Triggers when RampedUp publishes a new company or contact alert, such as a new hire, funding round, acquisition or expansion, optionally limited to the alert types, companies and locations you choose.

• Action
  Append Contact

  Looks up one person in RampedUp's contact database from an email, LinkedIn URL, or name and company, and returns their job title, professional email, phone and company details. Uses RampedUp credits.

• Action
  Find Contact by LinkedIn URL (Any Match)

  Finds a contact by LinkedIn profile URL and returns them if they have ANY of the contact details you ask for (personal email, professional email, mobile or phone), rather than all of them. Uses a credit when a match is found.

• Action
  Get Account Status

  Returns your RampedUp account's plan dates, credit limits and credits used, so an automation can check its remaining balance before appending.

• Action
  Get Alert by ID

  Returns the full details of one RampedUp alert, such as the new hire, funding round, investors or acquisition, by the alert ID from the New Alert trigger.

• Action
  Get Companies by IDs

  Returns the full RampedUp profiles of several companies at once, by their RampedUp company IDs from Search Companies.

• Action
  Get Company by ID

  Returns the full RampedUp profile of one company, including size, revenue, industry, address and technologies, by its RampedUp company ID from Search Companies.

• Action
  Get Contact by ID

  Returns the full, unmasked details of one RampedUp contact, including email and phone, by its RampedUp contact ID from Search Contacts. Uses a credit.

• Action
  Get Contacts by IDs

  Returns the full, unmasked details of several RampedUp contacts at once, by their RampedUp contact IDs from Search Contacts. Uses a credit per contact.

• Action
  Get Corporate Family

  Returns a company's corporate family from RampedUp: its parent, subsidiaries and, optionally, affiliates.

• Action
  Search Alerts

  Searches RampedUp's company and contact alerts, such as new hires, funding, acquisitions and expansions, by date, type, company and location. Searching uses no credits; use Get Alert by ID for full details.

• Action
  Search Companies

  Searches RampedUp's company database by name, industry, size, revenue, location and technology, and returns matching companies. Searching uses no credits; use Get Company by ID for a full profile.

• Action
  Search Contacts

  Searches RampedUp's contact database by title, level, company, location and other filters, and returns matching contacts. Emails and phone numbers come back masked; append a contact to get its full details. Searching uses no credits.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.