Microsoft Excel + Teachable
Create spreadsheets in Microsoft Excel for new Teachable transactions
Effortlessly manage your Teachable transactions and keep track of your earnings with this workflow. Whenever a new transaction occurs in Teachable, a corresponding spreadsheet row will be created in Microsoft Excel. This automation helps you save time and ensures accuracy in tracking your online course revenue.
Effortlessly manage your Teachable transactions and keep track of your earnings with this workflow. Whenever a new transaction occurs in Teachable, a corresponding spreadsheet row will be created in Microsoft Excel. This automation helps you save time and ensures accuracy in tracking your online course revenue.
- 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!Create Spreadsheet
Creates a new spreadsheet
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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
