Xero integration with Coaching Loft
How to Add Coaching Loft invoices from "awaiting payment" bills in Xero
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add Coaching Loft invoices from "awaiting payment" bills in Xero" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Coaching Loft integrations
Coaching Loft actions
Nekton can use any feature that is available in Coaching Loft API.
Using our advanced AI, you can easily create custom automations for Coaching Loft.
Here are some typical actions you can do in your automated workflows.
Add New Action
Adds an action to a specific client/coachee.
Add New Contact
Adds a new contact to your contact list.
Add New Session Log
Adds a new Session log to your Coaching Logs.
Add New Appointment
Adds a new appointment to your coach calendar.
Add New Invoice
Add a new Invoice to a specific client/coachee
New Appointment
Triggers when a new appointment is created.
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.