PandaDoc + Teachable
Create or update PandaDoc contacts for new Teachable sales
Effortlessly keep your PandaDoc contacts up-to-date with new sales from Teachable. With this workflow, whenever a new sale is made on Teachable, it will create or update the corresponding contact in PandaDoc. This saves you time from manual data entry and ensures accurate, organized information in your CRM.
Effortlessly keep your PandaDoc contacts up-to-date with new sales from Teachable. With this workflow, whenever a new sale is made on Teachable, it will create or update the corresponding contact in PandaDoc. This saves you time from manual data entry and ensures accurate, organized information in your CRM.
- 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 or Update Contact
Create a new contact or update an existing one.
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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.
Try It
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.
Try It
