1.Detects new transaction
Integrate Teachable to capture transaction details and purchaser contact, so you can prepare onboarding data.
Create and update student enrollment items from course purchases
Automatically monitor Teachable transactions across payment and course purchase signals. Create and update student and onboarding tracker items when transaction created, billing flags set, or course product purchasedβso you can create student records, add onboarding subitems, and update paid status without manual data entry.
How this automation automates student enrollment tracking
When Teachable transactions are created, enrollment data can lag and onboarding gets misassigned. This automation captures transaction details and searches monday.com, then creates or updates student items and onboarding subitemsβso your team can onboard learners without manual reconciliation.
Teachableor swap with your favorite app
2.Searches for matching student
Integrate monday.com and enrollment board data to match purchaser email, so you can branch on existing or new students.
monday.comor swap with your favorite app
3.Creates paid course subitem
Integrate monday.com to create a course subitem under the student item, so you can set payment status to paid.
4.Creates student and onboarding subitem
Integrate monday.com to create a new student item and its onboarding subitem, so you can set contact fields and start dates.
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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