How to Get Started With Teachable on Zapier

Zapier helps you connect Teachable to hundreds of other apps so you can automate student enrollments, track payments, and keep your course data organized without manual work.

This guide walks you through how to connect your Teachable school, configure triggers and actions, and build reliable automations using the Zapier platform.

What You Need Before Connecting Teachable to Zapier

Before you create any workflows, make sure your Teachable and Zapier accounts are ready to connect.

• An active Teachable account with owner or admin access
• A Zapier account with access to the editor
• At least one published Teachable product, such as a course or coaching product
• Login access to any other apps you plan to connect with Zapier

How to Connect Teachable to Zapier

Connecting Teachable to Zapier is done once per school. After that, you can reuse the same connection for multiple workflows.

Step 1: Start a New Zap in Zapier

1. Sign in to your Zapier account.
2. Click Create and then select Zap from the menu.
3. In the Trigger field, search for Teachable and select it as your trigger app.

This opens the Zap editor, where you can configure how Teachable and Zapier will work together.

Step 2: Choose a Teachable Trigger in Zapier

A trigger is an event in Teachable that starts your automation in Zapier. Common triggers include new students and new enrollments.

Available Teachable triggers in Zapier typically include:

• New Enrollment – fires when a student enrolls in a specific course or product.
• New User – fires when a new user is created in your Teachable school.
• New Transaction – fires when a new purchase or payment is recorded.

After selecting the trigger event, click Continue to connect your Teachable account to Zapier.

Step 3: Connect Your Teachable School to Zapier

1. In the trigger step, click Sign in or Connect a new account.
2. A new window opens asking for your Teachable credentials or a secure authorization.
3. Follow the prompts to authorize Zapier to access your Teachable school.

Once the connection is successful, your Teachable account will be available in the Zapier account dropdown so you can use it in current and future Zaps.

Step 4: Test Your Teachable Trigger in Zapier

Testing ensures Zapier can pull real or sample data from Teachable.

1. Click Test trigger in the editor.
2. Zapier attempts to fetch recent data (for example, a recent enrollment, user, or transaction).
3. Review the sample record to confirm it looks correct.

If no sample data appears, create a test user or enrollment in Teachable, and run the test again. This sample data is used later to map fields into your action steps.

Setting Up Actions for Teachable in Zapier

After your trigger is configured, choose how Zapier should respond. You can create actions in other apps or send data back into Teachable, depending on what the integration supports.

Common Zapier Actions After a Teachable Trigger

Here are typical automations you can build when a Teachable event triggers a Zap in Zapier:

• Add or update a contact in a CRM like HubSpot or Salesforce.
• Subscribe a student to an email list in Mailchimp or another email marketing tool.
• Create a row in a spreadsheet to log course enrollments.
• Send notifications to Slack or another team chat tool when a new student signs up.

To add an action step:

1. Click + Add action in the Zap editor.
2. Select the app you want Zapier to use for the action.
3. Choose the action event, such as Create Contact or Add Row.
4. Connect the app account if you have not done so already.
5. Map Teachable fields from the trigger into the action fields.

Using Teachable as an Action in Zapier

Depending on the version of the integration, you may also be able to use Teachable as an action app in Zapier. This lets you send data from other tools into your Teachable school.

Typical uses include:

• Enroll an existing user in a course when they purchase through a separate payment processor.
• Create a user in Teachable when they submit a form or sign up via another platform.

To set this up, choose Teachable as the action app, then pick the relevant action. Connect your Teachable account (if you have not already) and map the incoming fields to the required Teachable fields.

Managing and Editing Teachable Zaps in Zapier

After you build your first automation, you can manage all related workflows from your Zapier dashboard.

Turn Your Zap On or Off

Each automation has an on/off toggle in Zapier:

• Turn it On when you are satisfied with testing.
• Turn it Off if you need to pause automation while editing your course or payment setup.

Edit an Existing Teachable Zap in Zapier

1. Open your Zapier dashboard.
2. Click the Zap name that uses a Teachable trigger or action.
3. Update fields, mappings, or apps as needed.
4. Retest your trigger and actions.
5. Turn the Zap back on to resume automation.

When you change course names, prices, or product structures in Teachable, review any dependent Zaps to confirm your settings and field mappings are still valid.

Best Practices for Teachable and Zapier Automations

Following a few best practices will help you keep your Teachable and Zapier workflows stable and easy to maintain.

• Use clear Zap names so you know which Teachable products they affect.
• Test with sample data after any major change in Teachable or a connected app.
• Limit unnecessary steps to reduce complexity and potential failure points.
• Check task history in Zapier to troubleshoot issues and confirm data flow.

If you need additional optimization help for your automation strategy, you can review guidance from specialized consultants such as Consultevo, who focus on workflow and integration planning.

Where to Find Official Teachable–Zapier Documentation

The official help article from Teachable provides the most up-to-date details about supported triggers, actions, and any limitations when using Teachable with Zapier.

You can review it at: How to get started with Teachable on Zapier.

Refer to that page whenever you need specifics about new features, authentication requirements, or changes in the Teachable–Zapier integration.

Next Steps

Once your first Teachable Zap is running, expand your automation by adding more triggers and actions across marketing, CRM, and analytics tools. Start with small, well-defined workflows, verify that Zapier is processing your Teachable data as expected, and then gradually build more complex automations to support your course business.

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