Create notes in Follow Up Boss for new sales in Teachable
Effortlessly track new sales in your Teachable courses with this seamless workflow. When a sale is made in Teachable, this automation creates a note in Follow Up Boss, allowing you to effectively manage and monitor your students' progress. Save time and boost your productivity by keeping your sales and notes in one organized and easily accessible location.
Effortlessly track new sales in your Teachable courses with this seamless workflow. When a sale is made in Teachable, this automation creates a note in Follow Up Boss, allowing you to effectively manage and monitor your students' progress. Save time and boost your productivity by keeping your sales and notes in one organized and easily accessible location.
- When this happens...New Sale
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.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
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