Salesforce + Teachable

Salesforce + Teachable integrations

Unenroll students from Teachable courses when Salesforce records are updated

Stay on top of student records and ensure a seamless learning experience with this Salesforce and Teachable integration. When a student's record is updated in Salesforce, this workflow will unenroll them from their enrolled course in Teachable by their email. Maintain consistency between your CRM and online course platform effortlessly with this automation.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Unenroll Student From Course by EmailUnenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action will use the student's email address to unenroll. This action is only available to schools on the Professional plan or higher.
ActionWrite

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More things you can do with Salesforce and Teachable

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New Case Attachment
Triggers when a new Attachment is added to a case.
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- History Object
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New Lead
Triggers when a new Lead is created.
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- Salesforce Objects
  Required
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- Salesforce Object
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- Salesforce Object
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- Record
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- File
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- Visibility
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- Path after /services/apexrest/
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- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
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- File
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- Salesforce Object
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- Description
- Attachment visibility
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Create Contact
Creates a new contact.
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- File
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- Title
- Description
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- Note Title
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- Note
- Salesforce Object
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- Note Visibility
- Use Assignment Rules
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- Salesforce Object
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- Use Assignment Rules
- Allow Duplicates
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- Flow
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- Manual flow input parameters
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- To
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- CC
- BCC
- Subject
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- Email Format
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- Sender Type
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- Lead to Update
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- Use Assignment Rules
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- Salesforce Object
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- Record to Update
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- Use Assignment Rules
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- Query Type
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- Include Deleted Records
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- Parent Object
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Search
- Salesforce Object
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- SOQL WHERE clause
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Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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Abandoned Cart
Triggers when a user does not complete an order during checkout
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Instant
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Admission Disabled
Triggers when an admission in Coaching is disabled.
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Email Lead Created
Triggers when a user has confirmed their email for lead capture.
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Course Completed
Triggers when a user completes 100% of a course.
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New User
Triggers whenever a new user signs up for your school.
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Student Resubscribes to Marketing Emails
Triggers when a student opts in to marketing emails.
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Profile Updated
Triggers whenever a user updates their profile on your school.
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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.
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New Transaction
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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).
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- Email
  Required
- Name
  Required
- Password
Action
Write
- Student
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- Pricing Plan
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- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
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- Query string parameters
- Additional request headers
- Body
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New Contact
Triggers when a new Contact is created.
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- Salesforce Object
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- Record (Optional)
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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- Disclaimer
- Salesforce Object
  Required
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- Campaign
  Required
- Contact
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- Campaign
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- Lead
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Action
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- Lead
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- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
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- Parent Object
  Required
- Use Assignment Rules
Action
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- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
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- Use Assignment Rules
Action
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- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
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- Warning
- Salesforce Object
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- Record ID
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- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
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- Contact to Update
  Required
Action
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- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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Search or write
New Admission
Triggers when a new admission record is created.
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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).
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Lecture Completed
Triggers whenever a user completes a lecture on your school.
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New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
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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.
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Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
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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.
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Instant
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Transaction Refunded
Triggers when a transaction has been refunded
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Instant
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Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
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- Course
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- Email
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- Name
- Password
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- Email
  Required
- Course
- Pricing Plan
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- Email
  Required
Action
Search

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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

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Salesforce + Teachable

Salesforce + Teachable

Unenroll students from Teachable courses when Salesforce records are updated

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