HoneyBook + Teachable

Create new HoneyBook clients when new tags are added to users in Teachable

Efficiently manage your client list by transforming Teachable tags into potential clients in HoneyBook. With this automated workflow, when a new user is tagged in Teachable, their information is swiftly utilized to create a client profile in HoneyBook. Streamline your client onboarding process, ensuring seamless communication, and a more personalized experience for your customers.

When this happens...
Tag Added to User
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
TriggerInstant
automatically do this!
Create Client
Create a new client in HoneyBook
ActionWrite

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Supported triggers and actions

Abandoned Cart
Triggers when a user does not complete an order during checkout
Trigger
Instant
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Admission Disabled
Triggers when an admission in Coaching is disabled.
Trigger
Instant
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Email Lead Created
Triggers when a user has confirmed their email for lead capture.
Trigger
Instant
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Course Completed
Triggers when a user completes 100% of a course.
Trigger
Instant
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New User
Triggers whenever a new user signs up for your school.
Trigger
Instant
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Student Resubscribes to Marketing Emails
Triggers when a student opts in to marketing emails.
Trigger
Instant
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Profile Updated
Triggers whenever a user updates their profile on your school.
Trigger
Instant
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Tag Added to User
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
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New Transaction
Trigger
Instant
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New Unenrollment
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Trigger
Instant
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- EmailRequired
- NameRequired
- Password
Action
Write
- StudentRequired
- Course
- Pricing Plan
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

New Admission
Triggers when a new admission record is created.
Trigger
Instant
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New Comment
Triggers when a user leaves a comment in your school.
Trigger
Instant
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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).
Trigger
Instant
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Lecture Completed
Triggers whenever a user completes a lecture on your school.
Trigger
Instant
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New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
Trigger
Instant
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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.
Trigger
Instant
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Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
Trigger
Instant
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Tag Removed From User
Triggers when a tag is removed from a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
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Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
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Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
Trigger
Instant
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- CourseRequired
- EmailRequired
- Name
- Password
Action
Write
- EmailRequired
- Course
- Pricing Plan
Action
Write
- EmailRequired
Action
Search
New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write