Coaching.com's Zapier App will be Launched in October of 2026.
This document provides details of integrating with Coaching.com via Zapier. Zapier provides middleware between different applications, over 9,000 of them. This allows for you to connect Coaching.com with your most important software, like you CRM, or your accounting software. This offers a no-code approach to integrating, and opens the door to thousands of potential workflows to streamline operations, improve experience, or build insights.
What you'll need
A Zapier account
A paid Coaching.com account
An API Key from Coaching.com
An account with whatever system you're connecting to
Connecting Coaching.com to Zapier
Getting a Coaching.com API Key
You will need an API key from Coaching.com in order to use the API, or connect via Zapier. You must be a Global Administrator on the account to request access. Access is limited to Premium and Enterprise accounts only.
Please request API access through your Customer Success Manager, or by chatting with a Customer Success representative. Please specify if you would like to access a sandbox environment for testing, or the production environment. An API user will be setup within your account, and an API access key will be shared via a secure method.
Connecting to Zapier
Within your Zapier account you can create new workflows or zaps. At each step in the zap you can configure which application you are connecting to. Simply search for Coaching.com to select the app. Once added to your zap, you can select the account. When configuring for the first time you will see the option to "Connect a new account". This is where you will provide your API key.
Understanding Zapier plans and tasks
Nearly every example in Zapier Integration Examples document is a multi-step Zap, so a paid Zapier plan is required. Zapier's Free plan supports only two-step workflows — one trigger and one action — and multi-step workflows are a paid feature. Paid plans also unlock Filters, Paths, Formatter, and Webhooks, along with faster polling.
How these examples are built
Most of the example workflows follow the same shape, and recognizing it makes them easier to adapt:
Trigger — something happens in one system. Coaching.com triggers fire on events like a completed session, a signed agreement, or a coach selection.
Lookup steps — Zapier needs internal IDs, not names. A typical Zap finds the user, then the engagement, then the session, before it can act. This is why several examples have more steps than the description implies.
Action — the actual change: create a record, update a field, send a message.
Filters are worth using liberally. A Zap that stops at a filter doesn't consume a task, so filtering early keeps cost down and prevents unintended runs.
Testing before you go live
Build with real test data and run each step individually as you go. Then turn the Zap on and run one genuine end-to-end transaction before relying on it — some behavior, particularly around multiple records and step ordering, only appears in a live run. Zap History shows exactly what each step received and returned, which is where you'll diagnose almost everything.
Coaching.com Triggers and Actions
Coaching.com has provided many triggers and actions that can be used within Zapier. This includes events that start a zapier workflow, actions for finding information, and also actions for updating information.
The Zapier Integration Examples for Coaching.com article provides many examples of how these triggers and actions can be used in workflows.
Triggers
Triggers are events that kickstart a zap, always in the first position of the workflow.
Trigger | What it does |
Session Scheduled | Fires when a new coaching session is scheduled. |
Session Rescheduled | Fires when a coaching session is moved to a new time. |
Session Completed | Fires when a coaching session is marked as completed. |
Session Cancelled | Fires when a coaching session is cancelled. |
Session Deleted | Fires when a coaching session is deleted. |
Session Note Created | Fires when a session note is created. |
Engagement Status Changed | Fires when an engagement's status is updated. |
Engagement Midpoint Reached | Fires when an engagement reaches its midpoint date (halfway between its start and end dates). |
Goal Created | Fires when a new goal is created. |
Goal Updated | Fires when a goal is updated. |
Goal Status Change | Fires when a goal's status is updated. |
Goal Completed | Fires when a goal is marked as completed. |
Task Completed | Fires when a task is marked as completed. |
Coach Requested | Fires when a coach is requested via a marketplace interview or coach matching. |
Coach Selected | Fires when a coach is selected in a coach-matching engagement. |
Coach Approved | Fires when a coach is approved in a coach-matching engagement. |
Intake Form Submitted | Fires when an intake form is filled out and submitted. |
Search Actions
The following actions can be used to look up items in Coaching.com based on certain attributes, like name or ID.
Action | What it does |
Find Employees | Returns a list of employees, optionally filtered. |
Find Employee by ID | Returns a single employee by ID. |
Find Engagements | Returns a list of engagements (all matching IDs exposed as line items for looping). |
Find Engagement by ID | Returns a single engagement by ID. |
Find Engagement Sessions | Returns a list of engagement sessions, optionally filtered. |
Find Engagement Session by ID | Returns a single engagement session by ID. |
Find Engagement Session Participants | Returns participants for engagement sessions. |
Find Resources | Returns a list of resources, optionally filtered. |
Find Resource by ID | Returns a single resource by ID. |
Find Shared Items | Returns shared items, optionally filtered. |
Find Shared Item by ID | Returns a single shared item by ID. |
Find Goals | Returns a list of goals, optionally filtered. |
Find Goal by ID | Returns a single goal by ID. |
Find Program Items | Returns a list of program items, optionally filtered. |
Find Program Item by ID | Returns a single program item by ID. |
Find Engagement Summaries | Returns engagement summary KPIs for an engagement. |
Find Engagement Summary by ID | Returns a single engagement summary by ID. |
Find Tasks | Returns a list of tasks. |
Find Task by ID | Returns a single task by ID. |
Find Competencies | Returns a list of competencies, optionally filtered. |
Find Competency by ID | Returns a single competency by ID. |
Find Account Custom Fields | Returns a list of account custom fields, optionally filtered by name. |
Find Account Custom Field by ID | Returns a single account custom field by ID. |
Find Account Custom Field Values | Returns a list of account custom field values, optionally filtered. |
Find Account Custom Field Value by ID | Returns a single account custom field value by ID. |
Find Accounts | Returns a list of accounts. |
Find Account by ID | Returns a single account by ID. |
Find Clients / Vendors | Returns a list of clients or vendors, optionally filtered. |
Find Client by ID | Returns a single client by ID. |
Find Engagement Templates | Returns a list of engagement templates, optionally filtered by name. |
Find Engagement Template by ID | Returns a single engagement template by ID. |
Find Coach Pools | Returns a list of coach pools, optionally filtered by name. |
Find Coach Pool by ID | Returns a single coach pool by ID. |
Find Coach Pool Coaches | Returns the coaches in a coach pool (Coach Pool ID and Employee ID filters both required). |
Find Matching Settings | Returns the account's coach-matching settings. |
Find Company Locations | Returns a list of company locations. |
Find Departments | Returns a list of departments for your account, optionally filtered by name. |
Find Department by ID | Returns a single department by ID. |
Find Currencies | Returns a list of currencies, optionally filtered by name or code. |
Write Actions
The following actions allow for updating Coaching.com with information.
Action | What it does |
Create Employee | Creates a new employee in the account. |
Update Employee | Updates an existing employee's attributes and relationships (department, company location, custom field values). |
Create Engagement | Creates a new coaching engagement with a coachee and optional coach. |
Update Engagement | Updates an existing engagement's attributes, status, or coach. |
Create Engagement Session | Creates a new session within an engagement. |
Update Engagement Session | Updates an existing session's attributes, participants, or competencies. |
Create Engagement Session Participant | Adds a coach or coachee participant to an engagement session. |
Create Resource | Creates a resource (competency library, document, or file); can upload a file from a URL via Filestack and link it to engagements/sessions. |
Update Resource | Updates an existing resource's name, description, or competencies. |
Create Goal | Creates a new goal, optionally tied to an engagement. |
Update Goal | Updates an existing goal, including its stakeholders and competencies. |
Create Program Item | Creates a program item that wraps a session within an engagement's program. |
Update Program Item | Updates an existing program item's position and visibility. |
Create Task | Creates a new task. |
Update Task | Updates an existing task's attributes or status. |
Create Competency | Creates a new competency. |
Update Competency | Updates an existing competency's name or description. |
Update Account | Updates the authenticated account's attributes and custom field values. |
Create Client / Vendor | Creates a new client or vendor, optionally with a primary contact or coachee employee. |
Update Client | Updates an existing client's status. |
Create Engagement Template | Creates a new engagement template. |
Update Engagement Template | Updates an existing engagement template. |
Create Coach Pool | Creates a coach pool on your account. |
Update Coach Pool | Updates a coach pool's name and/or description. |
Add Coach Pool Coach | Adds an employee to a coach pool (fails if already a member). |
Remove Coach Pool Coach | Removes a coach from a pool by Coach Pool Coach ID (fails if they're on a scheduled session for a pool engagement). |
Cancel Sessions for an Employee | Finds all scheduled sessions for an employee and cancels them with a given reason and the current UTC time. |
Mark Engagements Incomplete | Finds active/draft engagements matching a filter (employee, coachee, coach, or client) and marks them all "incomplete". |
Create Invoice | Creates a new invoice on the API user's account. |
Create Invoice Item | Creates a line item on an existing invoice, optionally linked to an engagement session. |
Update Document Content | Updates the body of an existing document content record. |
Create Shared Item | Shares a resource with an employee or group in the context of an engagement. |