Automate User Management with Pabbly Connect: Teachable to Flowdesk Integration

Learn how to automate user management between Teachable and Flowdesk using Pabbly Connect. Step-by-step guide to streamline your processes. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Teachable and Flowdesk Integration

To automate user management between Teachable and Flowdesk, we will use Pabbly Connect as the integration platform. Start by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on ‘Create Workflow’ to initiate the automation process.

In the workflow setup, give your workflow a name, for example, ‘Teachable to Flowdesk’. This workflow will connect your Teachable account to Flowdesk, allowing new users registered in Teachable to be automatically added as subscribers in Flowdesk. Click on ‘Create’ to proceed.

2. Configuring the Trigger in Pabbly Connect

Now, we will set up the trigger to monitor new user sign-ups in Teachable using Pabbly Connect. In the trigger window, search for ‘Teachable’ and select it. For the trigger event, choose ‘New User’. This means that every time a new user registers in Teachable, the workflow will be triggered.

• Select ‘Teachable’ as the app in the trigger window.
• Choose ‘New User’ as the trigger event.
• Copy the provided webhook URL to connect with Teachable.

Next, go to your Teachable account settings and navigate to the webhooks section. Here, you will paste the copied webhook URL and set the event to ‘New User’ as a custom event. Ensure that you enable the JSON array option for the webhook payload settings before saving.

3. Setting Up the Action to Add Subscribers in Flowdesk

After configuring the trigger, it’s time to set up the action in Pabbly Connect. In the action window, search for ‘Flowdesk’ and select it. For the action event, choose ‘Create/Update Subscriber’. This will allow you to add the new user as a subscriber in Flowdesk.

Connect your Flowdesk account by entering your login credentials. Once connected, you will need to map the email address of the new user from the Teachable trigger response to the email field in Flowdesk. Also, map the full name of the user, splitting it into first and last names as required by Flowdesk.

• Select ‘Create/Update Subscriber’ as the action event.
• Map the email and full name fields from the trigger response.
• Choose whether to send an opt-in confirmation email to the new subscriber.

Once all fields are mapped correctly, click on ‘Save’ and send a test request to ensure the integration works properly. You should see a confirmation response indicating that the subscriber has been successfully added.

4. Adding Subscribers to a Specific Segment in Flowdesk

The final step in our automation process using Pabbly Connect is to add the newly created subscriber to a specific segment in Flowdesk. Click on ‘Add Action Step’ and select ‘Flowdesk’ again. This time, choose the action event ‘Add Existing Subscriber to Segment’.

In this step, you will need to map the subscriber’s email from the previous action response and select the segment you want to add them to. For example, you can create a segment called ‘New Teachable Users’ and add all newly signed-up users to this segment automatically.

Choose ‘Add Existing Subscriber to Segment’ as the action event. Map the email of the subscriber from the previous response. Select the segment where you want to add the subscriber.

After completing these steps, click on ‘Save’ and send a test request. Check your Flowdesk account to confirm that the new subscriber has been added to the specified segment successfully. This completes your automation setup!

5. Testing the Automation Workflow

Once the automation setup is complete using Pabbly Connect, it’s crucial to test the entire workflow. Log out of your current account and create a new dummy user in Teachable. Fill in the registration details and click on the sign-up button.

After signing up, quickly check your Flowdesk account. The new user should appear as a subscriber, and they should also be added to the specified segment. This real-time test confirms that your automation is functioning correctly.

To ensure continued functionality, you can repeat the test with different user details. Each time a new user registers in Teachable, they should automatically be added as a subscriber in Flowdesk and placed in the correct segment without any manual intervention.

Conclusion

In this tutorial, we explored how to automate user management between Teachable and Flowdesk using Pabbly Connect. By following these steps, you can streamline your user onboarding process and enhance your email marketing efforts seamlessly.