1.Detect new sale
Uses Teachable new sale payload to start the workflow and pass buyer fields and product identifiers.
Create CRM contact and booking code for trial
Automatically monitor new sales across Teachable and CRM tools. Create and update trial contacts, generate booking codes, and deliver them to Acuity Scheduling when sale created, buyer details captured, or trial product purchasedβso you can onboard faster without manual onboarding.
How this automation speeds your trial onboarding
When Teachable sales arrive for trial-eligible products, delays can slow onboarding and confuse coordinators. This automation creates or updates contacts and generates unique booking codes and then adds the package code to scheduling toolsβso your team can onboard faster.
Teachableor swap with your favorite app
2.Continue only for qualifying products
Checks the product identifier against configured course offerings and stops the workflow when it does not match.
Filter by Zapieror swap with your favorite app
3.Normalize names and generate code
Splits buyer full name into first and last, formats the sale date, and generates a short unique booking code.
Formatter by Zapieror swap with your favorite app
4.Create or update contact
Creates or updates the Zoho CRM contact by email, sets trial start date and trial flag, and stores the trial source.
Zoho CRMor swap with your favorite app
5.Add package code to scheduling
Maps buyer email to recipient and sends the generated booking code into the certificate code field.
Acuity Schedulingor swap with your favorite app
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