Square integration with Nudge Coach
How to Invite clients in Nudge Coach for new payments in Square
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Invite clients in Nudge Coach for new payments in Square" and then click on "Automate".
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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 Nudge Coach integrations
Nudge Coach actions
Nekton can use any feature that is available in Nudge Coach API.
Using our advanced AI, you can easily create custom automations for Nudge Coach.
Here are some typical actions you can do in your automated workflows.
Invite Clients to Company
Invite clients to a specific company in Nudge Coach
Invite Clients
Invites clients to connect to my coach account
Invite Clients to Group
Invite clients to a specific group in my coach account
User Added to My Coach Account
Triggers when a user is added to my coach account.
User Added to Group
Triggers when a user is added to a group.
User Added to Company
Triggers when a user is added to a company.
About Nudge Coach
Nudge Coach is a customizable online coaching platform that helps you build relationships and keep clients on track for better health.