Salesforce + Teachable

Create Teachable users from new Salesforce records

Efficiently manage your Salesforce leads by seamlessly adding them as new users in Teachable. With this workflow, whenever a new record is created in Salesforce, a user will be created in Teachable, making it easy to onboard your leads and ensure they have access to your learning platform. Save time and keep your customer information up-to-date with this streamlined automation.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create New User
Create a new user in your Teachable school.

This action is only available to schools on the Professional plans and higher.

ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
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

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or 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
Try It
Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
Try It
Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
Trigger
Instant
Try It
- CourseRequired
- EmailRequired
- Name
- Password
Action
Write
- EmailRequired
- Course
- Pricing Plan
Action
Write
- EmailRequired
Action
Search

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.

Learn more

Related categories

Online Courses

Similar apps

Salesforce + Teachable

Create Teachable users from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

Abandoned Cart

Admission Disabled

Email Lead Created

Course Completed

New User

Student Resubscribes to Marketing Emails

Profile Updated

Tag Added to User

New Transaction

New Unenrollment

Create New User

Unenroll Student From Course by User ID (Legacy)

API Request (Beta)

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

New Admission

New Comment

New Enrollment

Lecture Completed

New Graded Quiz Result

New Sale

Subscription Cancelled

Tag Removed From User

Transaction Refunded

Student Unsubscribes From Marketing Emails

Enroll User in Course

Unenroll Student From Course by Email

Find Student

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Teachable

Related categories

Similar apps

TalentLMS

Simplero

Skilljar

Related Zap Templates

Related Zap Templates