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Salesforce + Thinkific

Unenroll Thinkific users when updated fields on Salesforce records occur

Keep your Thinkific user roll call updated with this handy workflow. Whenever there's a change in Salesforce records, it triggers an immediate unenrollment in Thinkific. It's an efficient way to ensure that your e-learning platform reflects real-time updates from your CRM, keeping student data up to date. Enjoy a streamlined process and boost productivity with this hassle-free automation.

Keep your Thinkific user roll call updated with this handy workflow. Whenever there's a change in Salesforce records, it triggers an immediate unenrollment in Thinkific. It's an efficient way to ensure that your e-learning platform reflects real-time updates from your CRM, keeping student data up to date. Enjoy a streamlined process and boost productivity with this hassle-free automation.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers 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.).

    TriggerScheduled
  2. automatically do this!
    ThinkificThinkific
    Unenroll User

    End a student's enrollment in a course or bundle either immediately or at a specified date. Available on our Grow plan and above.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

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

  • CRM (Customer Relationship Management)

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About Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

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