How to connect DocuSign + Teachable + ClickFunnels
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Do even more with DocuSign + Teachable + ClickFunnels
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Teachable, and ClickFunnels. And don’t forget that you can add more apps and actions to create complex workflows.
- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New AdmissionTriggers when a new admission record is created.Trigger
- Admission DisabledTriggers when an admission in Coaching is disabled.Trigger
- New CommentTriggers when a user leaves a comment in your school.Trigger
- Email Lead CreatedTriggers when a user has confirmed their email for lead capture.Trigger
- New EnrollmentTriggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).Trigger
- Teachable
Triggers when a user completes 100% of a course.
Instant
Trigger
- Teachable
Triggers whenever a user completes a lecture on your school.
Instant
Trigger
- Teachable
Triggers whenever a new user signs up for your school.
Instant
Trigger
- Teachable
Triggers when a user completes a graded quiz in one of your courses.
Instant
Trigger
- Teachable
Triggers when a student opts in to marketing emails.
Instant
Trigger
- Teachable
Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.
Instant
Trigger
- Teachable
Triggers whenever a user updates their profile on your school.
Instant
Trigger
- Teachable
Triggers whenever a user cancels a subscription on your school.
Instant
Trigger
- Teachable
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
Instant
Trigger
- Teachable
Triggers when a tag is removed from a user. The "Tags" feature is only available to schools on the Professional plan or above.
Instant
Trigger
- Teachable
Instant
Trigger
- Teachable
Triggers when a transaction has been refunded
Instant
Trigger
- Teachable
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Instant
Trigger
- Teachable
Triggers when a student opts out of marketing emails.
Instant
Trigger
- Teachable
Scheduled
Action
- Teachable
Scheduled
Action
- Teachable
Scheduled
Action
- Teachable
Scheduled
Action
- Teachable
Find a given student through their email address.
Scheduled
Action
- ClickFunnels
Triggers when Contact activity record is created.
Instant
Trigger
- ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
- ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
- ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
- ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
Connect your apps and automate workflows
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How DocuSign + Teachable + ClickFunnels Integrations Work
- Step 1: Authenticate DocuSign, Teachable, and ClickFunnels.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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