Workbooks Teachable

Workbooks + Teachable Integrations, Built by an AI Agent

Put Workbooks + Teachable to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Workbooks and Teachable below — describe the exact one you want above and the Agent builds it on demand.

Workbooks + Teachable When a new organization is added to Workbooks CRM, sync member profiles to Teachable. See details
Enroll new customers upon deal close When a deal stage changes to won in Workbooks, automatically activate the user and enroll the student in their designated onboarding course in Teachable. See details
Log completed training in customer CRM When a course is completed in Teachable, automatically update the contact profile in Workbooks to give account managers full visibility into client learning progress. See details
Create sales leads from user registrations When a new user registers in Teachable, automatically create or update a contact in Workbooks to kick off prospect nurture workflows. See details

Browse the full workflow library →

Looking to achieve something else with Workbooks and Teachable?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Workbooks and Teachable

Everything Workbooks and Teachable can do inside a workflow — the triggers that start one and the actions that run when it fires.

Workbooks Explore Workbooks →

A web-based customer relationship management platform designed to help businesses streamline sales, marketing, and service operations.

Triggers
New Case

Triggers when a new case is created.

New Organisation

Triggers when a new organisation is created.

New Person

Triggers when a new person is created.

New Sales Lead

Triggers when a new sales lead is created.

Posted Credit Note

Triggers when a credit note is posted.

Posted Invoice

Triggers when an invoice is complete and its status posted.

Actions
Perform Dynamic Lookup

Looks up values using a Dynamic Lookup Item.

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.

Create Marketing Campaign Member Status

Adds a new member status to a Marketing Campaign.

Create Case

Creates a new case.

Create Marketing Campaign

Creates a new Marketing Campaign.

Create Customer Order

Creates a new Customer Order

Teachable Explore Teachable →

An all-in-one platform that allows creators to build, market, and sell online courses and coaching services.

Triggers
Abandoned Cart

Triggers when a user does not complete an order during checkout

New Admission

Triggers when a new admission record is created.

Admission Disabled

Triggers when an admission in Coaching is disabled.

New Comment

Triggers when a user leaves a comment in your school.

Email Lead Created

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

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).

Actions
Create New User

Create a new user in your Teachable school. This action is only available to schools on the Professional plans and higher.

Enroll User in Course

Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.) This action is only available to schools on the Professional plans and higher.

Unenroll Student From Course by User ID (Legacy)

Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action will require the student's user ID in your school. This action is only available to schools on the Professional plan or higher.

Unenroll Student From Course by Email

Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action will use the student's email address to unenroll. This action is only available to schools on the Professional plan or higher.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Workbooks + Teachable

Is there a pre-built Workbooks + Teachable automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Workbooks and Teachable's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Workbooks or Teachable connector?

No. The Agent works whether or not Workbooks or Teachable already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Teachable and Workbooks streamline customer onboarding?

Winning a deal in Workbooks can automatically register new users and enroll students in Teachable, giving clients instant access to training.

Can student progress in Teachable be tracked inside Workbooks?

Yes, when a student completes a course in Teachable, the completion and badge issuance can be logged in Workbooks on their contact record.

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