PandaDoc + Teachable
Create PandaDoc documents for new Teachable transactions
Effortlessly create new documents in PandaDoc whenever a transaction occurs in Teachable with this seamless workflow. Once set up, each time a new transaction happens in Teachable, this automation will create a document in PandaDoc, saving you valuable time and ensuring that your documents are always up to date. Stay organized and never miss a transaction again.
Effortlessly create new documents in PandaDoc whenever a transaction occurs in Teachable with this seamless workflow. Once set up, each time a new transaction happens in Teachable, this automation will create a document in PandaDoc, saving you valuable time and ensuring that your documents are always up to date. Stay organized and never miss a transaction again.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Create Document
Create a document from a template.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try It
