Salesforce + Teachable

Add File to Record

Adds an existing file to an existing Record.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Enhanced Note

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Lead

Creates a new lead in Salesforce.

Create Record

Creates a new record of a specified Salesforce object.

Delete Record

Deletes an existing record of a specified Salesforce object.

Update Contact

Updates an existing contact in Salesforce.

Update Record

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Record

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record(s) by Query

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Get Record Attachments

Gets all notes and attachments for a record.

Find or Create Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Enroll User in Course

Unenroll Student From Course by Email

Find Student

Find a given student through their email address.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Create File

Creates a new File (max 25MB).

Create Note

Creates a new note and links it to a parent record

Create Record (UTC)

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Send Email

Sends an email using Salesforce Simple Email Actions.

Update Lead

Updates an existing lead in Salesforce.

Update Record (UTC)

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Find Child Records

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Record(s)

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find or Create Record

Find a record. Optionally create a record if not found.

Create New User

Unenroll Student From Course by User ID (Legacy)

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.