LeadConnector + Teachable

Create tasks in LeadConnector for new sales in Teachable

Effortlessly manage your new sales from Teachable by adding tasks in LeadConnector with this seamless workflow. Whenever a sale is made in Teachable, a corresponding task will be created in LeadConnector, helping you stay organized and on top of your sales process. Streamline your course sales tracking and enhance productivity with this easy-to-implement automation.

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.
TriggerInstant
automatically do this!
Add Task
Adds a task to the account.
ActionWrite

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Supported triggers and actions

Abandoned Cart
Triggers when a user does not complete an order during checkout
Trigger
Instant
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Admission Disabled
Triggers when an admission in Coaching is disabled.
Trigger
Instant
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Email Lead Created
Triggers when a user has confirmed their email for lead capture.
Trigger
Instant
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Course Completed
Triggers when a user completes 100% of a course.
Trigger
Instant
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New User
Triggers whenever a new user signs up for your school.
Trigger
Instant
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Student Resubscribes to Marketing Emails
Triggers when a student opts in to marketing emails.
Trigger
Instant
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Profile Updated
Triggers whenever a user updates their profile on your school.
Trigger
Instant
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Tag Added to User
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
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New Transaction
Trigger
Instant
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New Unenrollment
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Trigger
Instant
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- EmailRequired
- NameRequired
- Password
Action
Write
- StudentRequired
- Course
- Pricing Plan
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Admission
Triggers when a new admission record is created.
Trigger
Instant
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New Comment
Triggers when a user leaves a comment in your school.
Trigger
Instant
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New 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).
Trigger
Instant
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Lecture Completed
Triggers whenever a user completes a lecture on your school.
Trigger
Instant
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New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
Trigger
Instant
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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.
Trigger
Instant
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Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
Trigger
Instant
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Tag Removed From User
Triggers when a tag is removed from a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
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Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
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Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
Trigger
Instant
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- CourseRequired
- EmailRequired
- Name
- Password
Action
Write
- EmailRequired
- Course
- Pricing Plan
Action
Write
- EmailRequired
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write