Microsoft Excel + Teachable
Add new Teachable transactions to Microsoft Excel rows for seamless record-keeping
Effortlessly track new transactions from your Teachable courses by connecting it to Microsoft Excel. With this workflow, every time a new transaction is made in Teachable, a new row will be added to your specified Excel table, ensuring seamless organization of your sales data. Stay on top of your course sales and manage your records effectively, all in one place.
Effortlessly track new transactions from your Teachable courses by connecting it to Microsoft Excel. With this workflow, every time a new transaction is made in Teachable, a new row will be added to your specified Excel table, ensuring seamless organization of your sales data. Stay on top of your course sales and manage your records effectively, all in one place.
- When this happens...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.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
Try It
New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew 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).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
Try It
