PandaDoc + Teachable

PandaDoc + Teachable integrations

Create or update PandaDoc contacts for new Teachable sales

Effortlessly keep your PandaDoc contacts up-to-date with new sales from Teachable. With this workflow, whenever a new sale is made on Teachable, it will create or update the corresponding contact in PandaDoc. This saves you time from manual data entry and ensures accurate, organized information in your CRM.

When this happens...
New SaleTriggers 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
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Create or Update ContactCreate a new contact or update an existing one.
ActionWrite

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More things you can do with Teachable and PandaDoc

Discover other triggers and actions you can use with Teachable and PandaDoc

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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- Email
  Required
- Name
  Required
- Password
Action
Write
- Student
  Required
- Course
- Pricing Plan
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

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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- Course
  Required
- Email
  Required
- Name
- Password
Action
Write
- Email
  Required
- Course
- Pricing Plan
Action
Write
- Email
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

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.

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About Teachable

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

Learn moreLearn moreHelpHelp

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Online Courses

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PandaDoc + Teachable

PandaDoc + Teachable

Create or update PandaDoc contacts for new Teachable sales

More things you can do with Teachable and PandaDoc

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