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PandaDoc + Teachable

Add new Teachable enrollments as contacts in PandaDoc

Efficiently manage new enrollments in Teachable with this seamless workflow that creates or updates contacts in PandaDoc. When a new student enrolls in your Teachable course, this automation will instantly add or update their contact details in PandaDoc, ensuring your database is always up-to-date and allowing you to easily send course-related documents to your students.

Efficiently manage new enrollments in Teachable with this seamless workflow that creates or updates contacts in PandaDoc. When a new student enrolls in your Teachable course, this automation will instantly add or update their contact details in PandaDoc, ensuring your database is always up-to-date and allowing you to easily send course-related documents to your students.

  1. When this happens...
    TeachableTeachable
    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).

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teachable triggers, actions, and search

    Abandoned Cart

    Triggers when a user does not complete an order during checkout

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Admission Disabled

    Triggers when an admission in Coaching is disabled.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Email Lead Created

    Triggers when a user has confirmed their email for lead capture.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Course Completed

    Triggers when a user completes 100% of a course.

    Trigger
    Instant
    Try It
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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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  • Documents

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About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.

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