Teachable + Xero
Create or update Xero contacts from new Teachable sales
Save time and simplify your accounting process by connecting Teachable and Xero with this workflow. Whenever a new sale occurs in Teachable, a contact will be created or updated in Xero, ensuring your customer information is always up-to-date. This seamless automation helps you maintain accurate records and reduces the risk of human error, so you can focus on growing your online course business.
Save time and simplify your accounting process by connecting Teachable and Xero with this workflow. Whenever a new sale occurs in Teachable, a contact will be created or updated in Xero, ensuring your customer information is always up-to-date. This seamless automation helps you maintain accurate records and reduces the risk of human error, so you can focus on growing your online course business.
- When this happens...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.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
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New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew 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).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
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