Docusign + Teachable
Create DocuSign signature requests for new Teachable transactions
Effortlessly streamline your Teachable course transactions and signature collection process with this automation. When a new transaction occurs in Teachable, this workflow immediately initiates a signature request in DocuSign. This seamless integration saves you valuable time and ensures that important documents are signed promptly upon course enrollment.
Effortlessly streamline your Teachable course transactions and signature collection process with this automation. When a new transaction occurs in Teachable, this workflow immediately initiates a signature request in DocuSign. This seamless integration saves you valuable time and ensures that important documents are signed promptly upon course enrollment.
- 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 Template
Sends a envelope signature request using a template.
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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.
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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.
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