Zapier and Teachable

This article goes over Zapier how to integrate it with your Teachable school. 

Overview

Zapier allows you to connect and automate tasks between your Teachable school and many other applications, including:

  • Email service providers such as Aweber, Madmimi, Vertical Response, Drip, or even Gmail
  • Marketing automation tools such as Infusionsoft, ActiveCampaign, Intercom, Salesforce, and HubSpot
  • Team communication tools such as Slack, Trello, and Hipchat
  • Spreadsheet tools such as Google Docs
  • And others

Zapier has both free and paid plans. The free plan allows up to 100 actions per month, which generally means up to 100 enrollments for most schools. You can find out more about what Zapier does here. Or explore some of the ready-to-go integrations with Teachable below.

Teachable Triggers vs. Teachable Actions

There is a difference between what kind of zaps you can set up based on what Teachable plan your school is on. Zaps are comprised of two phases: a trigger step and an action step. Triggers are any event that sets your Zap in motion, while Actions are an event that’s subsequently completed inside a second app automatically.

Schools on the Basic plan can only set up Triggers inside Teachable that set off an Action in another app. An example would be adding a new Teachable sale (Trigger) as a subscriber to a sequence in ConvertKit (Action).

Schools on the Professional plan and higher can also set up Actions from an outside app that can trigger an action within Teachable. An example would be adding new SumoMe email subscribers (Trigger) as new Teachable users (Action). So far, three Teachable Actions are available: Create New User, Enroll User in Course, and Unenroll User From Course.

Integrating Zapier With Your Teachable School

Existing Zaps

You can search through Zapier to see if there is already an existing zap that fits your needs. Each zap may differ slightly in its setup, but they mostly follow the same cadence. For the purposes of demonstration, in this example we'll be setting up a sap that logs new Teachable sales as new rows on Google Sheets;

  1. Sign Up for Zapier, or login using your existing Zapier account.
  2. Search for Teachable, or click this link to be taken right to all the Teachable integrations.
  3. Choose an integration and click Use this Zap. use this zap
  4. Next, click the Create this Zap button. create this zap
  5. Click Continue to to finish setting up your new Teachable trigger.continue button
  6. Choose your Teachable account, or connect a new Teachable account. Click Save + Continue.choose teachable account
  7. Create and save a sale in Teachable and click Fetch and Continue.test teachable trigger
  8. If the test is successful, click Continue to connect the third-party app, in this case Google Sheets, to Zapier.connect google sheets
  9. Select your Google Sheets account, or connect a new account, and click Save + Continue.choose google sheets account
  10. Now, select a Spreadsheet and Worksheet from the drop-down menus, fill out any other relevant information, and click Save + finish!

    NOTE: Make sure you have a Google Sheet you want to use already set up, including one row of sample data.

    set up google sheets spreadsheet row
  11. Click Create & Continue to make sure everything is working correctly between the two apps. test google sheets zap
  12. If the test is successful, turn your zap from OFF to ON on by clicking the grey toggle and then click See it on your Dashboard.turn on google sheets zap
  13. Now you can see your new zap in your Zapier dashboard. Click the zap to edit it. edit new zap
  14. You can now edit, or add filters, to your Teachable trigger or Google Sheet action any time you want. edit new zap

Creating Your Own Zap

You can also create your own custom integrations using Teachable and any other app that is also on Zapier. To do so, follow these steps:

  1. Click Make a Zap! at the top of the page. make zap
  2. Type "Teachable" into the search bar and choose the Teachable app. select teachable as trigger
  3. Now, select a Teachable Trigger. A trigger (or event) is something that “triggers” an action. For example, if you want to add all of your new students to a mailing list, New User would be the trigger for the action (adding to mailing list) to happen. There are eight triggers available in the Teachable app (click Show Less Common Options to see them all): show all teachable triggers
    • New Sale - A student enrolls in a course on your school or is manually enrolled. This trigger affects free and paid courses. Bundled courses will count as one sale event.
    • New User - A user signs up for your school
    • New Enrollment - A user enrolls in a course (whether they purchased it or you manually added them). This differs from the New Sale trigger in that for bundled courses, each course in the bundle will count as a separate enrollment event.
    • Profile Updated - A user updates their profile on your school
    • Lecture Completed - A user completes a lecture
    • New Transaction - A student is charged and makes a payment for a course (could be a one-time purchase or an ongoing subscription/payment plan). E.g. on a monthly subscription plan, there will be a New Transaction event each month when the student is charged. This event does not include free courses or courses purchased with 100%-off coupons.
    • Course Completed - A student completes 100% of your course
    • Subscription Cancelled - A student cancels a subscription on your school
  4. Once you’ve chosen your trigger, click the Save + Continue button. save and continue
  5. Next, click the Connect a New Account button (or choose existing Teachable account). connect new teachable account
  6. Enter your Teachable account information in the form that appears in a new window and click the Yes, Continue button. allow zapier access to teachable account
  7. Next, click the Save + Continue button. This will connect your Teachable account with your Zapier account. save teachable account
  8. Now, test your Teachable trigger by clicking the Fetch & Continue button.fetch and continue
  9. If your test is successful, click Continue. successful test

Using Zapier Filters

Before creating your trigger’s action, you can choose to set up a filter. Filters are a way to ensure that your actions get carried out only when you want them to. For example, if you only want to add students enrolling in a specific course to your email list, you can set up a filter to do that.

To add a filter to your zap, follow these steps:

  1. Click the + icon between the Trigger and Action on the left side of your zap editor add filter to zap
  2. Click Filter. add filter to zap
  3. Next, click Save + Continue to start setting up your filter. select filter
  4. Now, create your filter by using the drop-downs. In this example, the action will only be carried out if the course is called My Course. set up filter

You can add additional filters by clicking + AND (both filters must apply for the action to take place) or +OR (either filter will trigger the zap). Learn more about Zapier filters here.

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