An automated workflow using zapier
Connects Ontraport + Teachable
Enroll tagged Ontraport contacts in Teachable courses
About this workflow template
This automation scenario allows you to connect Ontraport 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
Ontraport and Teachable can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Ontraport
Tag Added in Ontraport
Triggers when a tag is successfully added to a contact or a custom object.
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 tagged Ontraport contacts in Teachable courses.
Part I
Configure Applications
First, we need to connect Ontraport and Teachable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Ontraport to Zapier.
Give Zapier access to your Ontraport account, using Ontraport 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 Ontraport
Choose the following trigger: Tag Added (Triggers when a tag is successfully added to a contact or a custom object.).
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 Ontraport 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 tagged Ontraport contacts in Teachable courses!
Related Automation Templates
Supported triggers and actions
New 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).
triggerbyzapierpabbly-connectNew 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.
triggerbyzapierpabbly-connectNew user
Triggers whenever a new user signs up for your school.
triggerbyzapierpabbly-connectNew 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.
triggerbyzapierpabbly-connectCourse completed
Triggers when a user completes 100% of a course.
triggerbyzapierpabbly-connectEmail lead created
Triggers when a user has confirmed their email for lead capture.
triggerbyzapier
Create or update contact
Creates or updates a contact in Ontraport.
actionbyzapierautomateioCreate an object
Creates an object of a certain type.
actionbyintegromatGet an object
Retrieves an object.
actionbyintegromatCreate contact
Creates a new contact in Ontraport.
actionbyzapierintegratelypabbly-connectAdd an object to a sequence or campaign
Adds objects to sequences or campaigns.
actionbyintegromatCreate a message
Creates a message.
actionbyintegromat
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.
