PandaDoc + Teachable
Create PandaDoc documents for new Teachable transactions
Speed up your documentation process with this Teachable-PandaDoc integration. Whenever a new transaction occurs in Teachable, a document is created in PandaDoc, streamlining your paperwork and saving you time. Focus on delivering quality content to your students while this workflow takes care of managing your documents efficiently.
Speed up your documentation process with this Teachable-PandaDoc integration. Whenever a new transaction occurs in Teachable, a document is created in PandaDoc, streamlining your paperwork and saving you time. Focus on delivering quality content to your students while this workflow takes care of managing your documents efficiently.
- 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 Document
Create a document from a template.
- 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
