Docusign + Teachable
Create DocuSign signature requests for new Teachable transactions
Effortlessly streamline your enrollment process with this Teachable-DocuSign workflow. When a new transaction occurs in Teachable, a signature request is created in DocuSign, ensuring prompt delivery and signing of crucial documents. Experience a more efficient way of managing your course enrollments without the need for manual intervention.
Effortlessly streamline your enrollment process with this Teachable-DocuSign workflow. When a new transaction occurs in Teachable, a signature request is created in DocuSign, ensuring prompt delivery and signing of crucial documents. Experience a more efficient way of managing your course enrollments without the need for manual intervention.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
Try It
New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew Enrollment
Triggers 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).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
Try It
