Tag contacts in Infusionsoft by Keap to enroll users in Teachable courses
How many new users have just registered for your course? 10? 20? No matter the number, you won't need to manually enroll them if they are already in your CRM after setting up this integration. Just tag Infusionsoft by Keap contacts to enroll them to a Teachable course. Spend that extra time creating great courses!
How many new users have just registered for your course? 10? 20? No matter the number, you won't need to manually enroll them if they are already in your CRM after setting up this integration. Just tag Infusionsoft by Keap contacts to enroll them to a Teachable course. Spend that extra time creating great courses!
- When this happens...Tag Added to Contact
Triggers when a tag gets added to a contact.
- automatically do this!Enroll User in Course
Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)
This action is only available to schools on the Professional plans and higher.
- New Action sequenceTriggered when a new action sequence is added.Trigger
- New AffiliateTriggers when you add a new affiliate.Trigger
- New CompanyTriggers when you add a new company.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New Contact ActionTriggers when you add a new action for a contact (task, note, or appointment).Trigger
- Tag Added to ContactTriggers when a tag gets added to a contact.Trigger
- Credit Card ChargeTriggers when a credit card charge is processed from Infusionsoft through a merchant account.Trigger
- New ExpenseTriggers when you add a new expense for an opportunity or leadsource.Trigger
- Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
- Keap Max Classic
Create a new company.
Scheduled
Action
- Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
- Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
- Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
- Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
Scheduled
Action
- Keap Max Classic
Updates an existing contact.
Scheduled
Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
- Teachable
Triggers when a new admission record is created.
Instant
Trigger
- Teachable
Triggers when an admission in Coaching is disabled.
Instant
Trigger
- Teachable
Triggers when a user leaves a comment in your school.
Instant
Trigger
- Teachable
Triggers when a user has confirmed their email for lead capture.
Instant
Trigger
- Teachable
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).
Instant
Trigger
- Teachable
Triggers when a user completes 100% of a course.
Instant
Trigger
- Teachable
Triggers whenever a user completes a lecture on your school.
Instant
Trigger
- Teachable
Triggers whenever a new user signs up for your school.
Instant
Trigger
- Teachable
Triggers when a user completes a graded quiz in one of your courses.
Instant
Trigger
- Teachable
Triggers when a student opts in to marketing emails.
Instant
Trigger
- Teachable
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.
Instant
Trigger
- Teachable
Triggers whenever a user updates their profile on your school.
Instant
Trigger
- Teachable
Triggers whenever a user cancels a subscription on your school.
Instant
Trigger
- Teachable
Instant
Trigger
- Teachable
Triggers when a transaction has been refunded
Instant
Trigger
- Teachable
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Instant
Trigger
- Teachable
Triggers when a student opts out of marketing emails.
Instant
Trigger
- Teachable
Scheduled
Action
- Teachable
Scheduled
Action
- Teachable
Scheduled
Action
- Teachable
Scheduled
Action
- Teachable
Find a given student through their email address.
Scheduled
Action
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