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Automatically add new Teachable students to Insightly as leads and track their course progress, leveraging Latenode's visual editor for easy customization and affordable, execution-based pricing, improving sales insights.
Connect Insightly and Teachable in minutes with Latenode.
Create Insightly to Teachable workflow
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Insightly
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Create a New Scenario to Connect Insightly and Teachable
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Teachable will be your first step. To do this, click "Choose an app," find Insightly or Teachable, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Teachable Node
Next, click the plus (+) icon on the Insightly node, select Teachable from the list of available apps, and choose the action you need from the list of nodes within Teachable.
Insightly
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Teachable
Authenticate Teachable
Now, click the Teachable node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teachable settings. Authentication allows you to use Teachable through Latenode.
Configure the Insightly and Teachable Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Insightly and Teachable Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Teachable
Trigger on Webhook
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Insightly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Teachable, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Insightly and Teachable integration works as expected. Depending on your setup, data should flow between Insightly and Teachable (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Teachable + Insightly + Slack: When a student completes a course in Teachable, their corresponding record in Insightly is updated to reflect their course completion. A notification is then sent to the sales team in Slack to inform them of the student's progress.
Teachable + Insightly + Mailchimp: When a new user enrolls in a Teachable course, their information is used to update their record in Insightly and they are automatically added to a specified marketing list in Mailchimp.
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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About Teachable
Automate Teachable course management in Latenode. Enroll students, track progress, and send targeted communications based on course activity. Integrate with CRMs or marketing platforms for personalized learning paths. Use Latenode’s visual editor and flexible nodes for streamlined student lifecycle automation.
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How can I connect my Insightly account to Teachable using Latenode?
To connect your Insightly account to Teachable on Latenode, follow these steps:
Can I trigger Insightly tasks on new Teachable enrollments?
Yes, you can! Latenode allows you to instantly trigger Insightly tasks when someone enrolls in your Teachable course, automating sales follow-ups and boosting engagement.
What types of tasks can I perform by integrating Insightly with Teachable?
Integrating Insightly with Teachable allows you to perform various tasks, including:
HowdoIautomaticallysyncTeachablecoursecompletiondatatoInsightly?
Use Latenode to build a workflow that listens for course completion events in Teachable and then automatically updates the corresponding record in Insightly.
Are there any limitations to the Insightly and Teachable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: