Teachable
Docupilot
zapier

An automated workflow using zapier

Connects Teachable + Docupilot

Create course certificates with Docupilot for new completed Teachable courses

About this workflow template

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.

Teachable and Docupilot can also be integrated using automation tools other than zapier:

Diagram

Create course certificates with Docupilot for new completed Teachable courses
Workflow diagram: Teachable + Docupilot integration

How it works?

When this trigger fires in Teachable

Teachable

Course Completed in Teachable

Triggers when a user completes 100% of a course.

Then this action happens in Docupilot

Docupilot

Create Document in Docupilot

Creates a new document from a specified template.

How to set up this workflow

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

Configure Applications

First, we need to connect Teachable and Docupilot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Teachable to Zapier.

    Connect Teachable to Zapier.

    Give Zapier access to your Teachable account, using Teachable credentials.

  • Connect Docupilot to Zapier.

    Connect Docupilot to Zapier.

    Give Zapier access to your Docupilot account, using Docupilot 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 Teachable

    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

    Then set up an Action for Docupilot

    Choose this action: Create Document (Creates a new document from a specified template.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Teachable and Docupilot.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Teachable

    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).

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    triggerbyzapierpabbly-connect
  • Teachable

    New 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.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teachable

    New user

    Triggers whenever a new user signs up for your school.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teachable

    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.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teachable

    Course completed

    Triggers when a user completes 100% of a course.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teachable

    Email lead created

    Triggers when a user has confirmed their email for lead capture.

    zapier
    triggerbyzapier
  • Docupilot

    Create document

    Creates a new document from a specified template.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • Docupilot

    Create a document

    Create document from selected template

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    actionbyintegromat
  • Docupilot

    Get all template schema

    Retrieve all template tokens.

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    actionbypabbly-connect
  • Docupilot

    Authentication

    Triggers for an authetication.

    zapier
    triggerbyzapier
  • Docupilot

    Pull all documents

    Documents get list.

    zapier
    triggerbyzapier

Apps you need

Teachable

Teachable

Online Courses

A platform for hosting and selling online courses

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

Zapier

Automation Platforms

No-code automation service

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.