This automation scenario allows you to connect Teachable and Docupilot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Teachable and Docupilot can also be integrated using automation tools other than zapier:
When this trigger fires in Teachable
Triggers when a user completes 100% of a course.
Then this action happens in Docupilot
Creates a new document from a specified template.
This guide contains information on how to set up an automatic workflow that allows to Create course certificates with Docupilot for new completed Teachable courses.
Part I
First, we need to connect Teachable and Docupilot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Teachable to Zapier.
Give Zapier access to your Teachable account, using Teachable credentials.
Connect Docupilot to Zapier.
Give Zapier access to your Docupilot account, using Docupilot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Teachable
Choose the following trigger: Course Completed (Triggers when a user completes 100% of a course.).
Then set up an Action for Docupilot
Choose this action: Create Document (Creates a new document from a specified template.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Teachable and Docupilot.
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 Create course certificates with Docupilot for new completed Teachable courses!
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).
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.
Triggers whenever a new user signs up for your school.
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.
Triggers when a user completes 100% of a course.
Triggers when a user has confirmed their email for lead capture.
Creates a new document from a specified template.
Create document from selected template
Retrieve all template tokens.
Triggers for an authetication.
Documents get list.
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