An automated workflow using zapier
Connects Keap Max Classic + Teachable
Enroll new InfusionSoft contacts in Teachable courses
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Teachable
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Keap Max Classic and Teachable can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Keap Max Classic
New Contact in Keap Max Classic
Triggers when you add a new contact.
Then this action happens in Teachable
Enroll User in Course in Teachable
Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)This action is only available to schools on the Professional plans and higher.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Enroll new InfusionSoft contacts in Teachable courses.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Teachable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Teachable to Zapier.
Give Zapier access to your Teachable account, using Teachable credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Keap Max Classic
Choose the following trigger: New Contact (Triggers when you add a new contact.).
Then set up an Action for Teachable
Choose this action: Enroll User in Course (Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)This action is only available to schools on the Professional plans and higher.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Keap Max Classic and Teachable.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Enroll new InfusionSoft contacts in Teachable courses!
Related Automation Templates
Supported triggers and actions
Tag added to contact
Triggers when a tag gets added to a contact.
triggerbyzapierNew contact
Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
triggerbyzapierautomateioNew opportunity
Triggers when you add a new opportunity.
triggerbyzapierautomateioNew payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
triggerbyzapierautomateioNew contact action
Triggers when you add a new action for a contact (task, note, or appointment).
triggerbyzapierautomateio
Enroll user in course
Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)This action is only available to schools on the Professional plans and higher.
actionbyzapierpabbly-connectCreate new user
Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.
actionbyzapierpabbly-connectUnenroll student from course by email
Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action will use the student's email address to unenroll. This action is only available to schools on the Professional plan or higher.
actionbyzapierUnenroll student from course by user id (legacy)
Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action will require the student's user ID in your school.This action is only available to schools on the Professional plan or higher.
actionbyzapierFind student
Find a given student through their email address.
actionbyzapierAdd user to course
Add a User to the selected Course
actionbyautomateio
Apps you need
Teachable is the ultimate platform for entrepreneurs to effortlessly create, sell and teach engaging and personalized online courses and coaching services to millions of students worldwide. Collect payments and track sales with ease on a unified dashboard, without having to worry about technicalities or payment hassles.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
