1.Detect payment successful event
Automatically catches a payment successful event to start the enrollment and onboarding updates.
Create paid student records and enroll in course
Automatically monitor payment successful events across Payfunnels and enrollment tools. Create and update course enrollments and onboarding records when payments succeedβso you can enroll payers, refresh your worksheet, and notify coordinators without manual follow-up.
How this automation accelerates student onboarding
When private coaching payments complete, enrollment details can lag and coordinators miss time-sensitive actions. This automation enrolls payers, updates your master onboarding worksheet and project board, and notifies your teamβso your team can confirm onboarding faster.
Payfunnelsor swap with your favorite app
2.Find customer by email
Looks up the Stripe customer using the payment email and returns canonical customer fields for mapping.
Stripeor swap with your favorite app
3.Enroll user in course
Maps payment data to Teachable fields and enrolls the user in the designated course or creates the user if missing.
Teachableor swap with your favorite app
4.Add or update worksheet row
Performs an email lookup, then adds or updates the master onboarding row with names, email, payment date, and amount.
Google Sheetsor swap with your favorite app
5.Find item by email then update
Searches the board by payer email and updates status and owner, or creates a new item with an intake reminder note.
monday.comor swap with your favorite app
6.Send channel enrollment message
Posts payer details, enrollment confirmation, and pointers to the created sheet row or board item for coordinators.
Slackor swap with your favorite app
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Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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