FacturaDirecta + Teachable
Create sales invoices in FacturaDirecta for new transactions in Teachable
With this workflow, whenever a new transaction occurs in Teachable, a sales invoice is immediately created in FacturaDirecta. It's an efficient solution to ensure your bookkeeping is up-to-date and accurate with every course transaction. This automation will enhance your productivity by saving you time with manual data transfer between the two platforms.
With this workflow, whenever a new transaction occurs in Teachable, a sales invoice is immediately created in FacturaDirecta. It's an efficient solution to ensure your bookkeeping is up-to-date and accurate with every course transaction. This automation will enhance your productivity by saving you time with manual data transfer between the two platforms.
- 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 Sales Invoice
Creates a sales invoice (with line-item support).
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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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