Teachable + Xero
Create or update Xero contacts for new Teachable sales to streamline record-keeping
Effortlessly manage your Teachable sales and Xero contacts with this seamless workflow. When a new sale is made in Teachable, this automation will create or update a contact in Xero, ensuring your records are up-to-date and consistent. Save time and focus on growing your business, knowing that your customer data is synchronized between the two platforms.
Effortlessly manage your Teachable sales and Xero contacts with this seamless workflow. When a new sale is made in Teachable, this automation will create or update a contact in Xero, ensuring your records are up-to-date and consistent. Save time and focus on growing your business, knowing that your customer data is synchronized between the two platforms.
- 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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