Learn how to enroll new users in Teachable on successful Instamojo payments and create contacts in Encharge using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by navigating to your browser and visiting Pabbly Connect, where you can sign up or log in to your existing account.

Once logged in, you will land on the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Instamojo to Teachable to Encharge’, and click on ‘Create’ to proceed. This will set the stage for automating the enrollment of new users in Teachable after receiving payments through Instamojo.


2. Setting Up Triggers with Instamojo in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect to capture payment details from Instamojo. In the trigger window, select ‘Instamojo’ as your app and choose the ‘New Sale’ trigger event. This event will initiate the workflow every time a payment is made.

  • Choose ‘Instamojo’ from the app list.
  • Select the ‘New Sale’ event.
  • Copy the webhook URL provided by Pabbly Connect.

After configuring the trigger, you need to set this webhook URL in your Instamojo payment link. Create or edit your payment link in Instamojo and paste the webhook URL in the designated section. This will ensure that every successful payment triggers the workflow in Pabbly Connect.


3. Retrieving Payment Details from Instamojo

Once the payment is made, the next step is to retrieve the payment details using Pabbly Connect. In the action window, select ‘Instamojo’ again and choose the ‘Get Payment Details’ action event. This step is crucial to obtain the customer’s information who made the payment.

To establish this connection, you will need your private API key and authentication token from your Instamojo account. Navigate to the API section in your Instamojo dashboard to find these credentials. Once you have them, input these into Pabbly Connect.

  • Input the payment ID received from the trigger response.
  • Map the payment ID in the action step to retrieve customer details.

After setting this up, click on ‘Save and Send Test Request’ to confirm that you can successfully retrieve the payment details, including the customer’s name, email, and phone number.


4. Enrolling Users in Teachable via Pabbly Connect

Now that you have the customer details, it’s time to enroll them in your Teachable course using Pabbly Connect. In the action step, select ‘Teachable’ and choose the ‘Enroll User in Course’ action event. This is where you will specify which course the user will be enrolled in.

To connect your Teachable account, enter your login credentials and the subdomain of your Teachable school. Once connected, you can select the course you wish to enroll the user in from the dropdown menu. Map the customer’s email and name to the respective fields, ensuring they receive their login details.

Select the course from the dropdown. Map the email and name of the customer.

Click ‘Save and Send Test Request’ to verify that the user has been successfully enrolled in your Teachable course.


5. Creating Contact in Encharge Using Pabbly Connect

Finally, to complete the integration, you will add the same customer as a contact in Encharge. In the action step, choose ‘Encharge’ and select the ‘Add or Update Person’ action event. This step ensures that your CRM is updated with the latest customer information. using Pabbly Connect

Connect your Encharge account by authorizing Pabbly Connect. Once connected, map the customer’s email, name, and phone number from the previous steps. This will create a new contact or update an existing one with the latest details.

Map the email and name fields. Ensure the phone number is also mapped.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to confirm that the contact has been successfully created in Encharge. This integration ensures that all customer interactions are tracked in your CRM.


Conclusion

In this tutorial, we explored how to automate the enrollment of new users in Teachable using successful payments from Instamojo and create contacts in Encharge. By leveraging Pabbly Connect, you can streamline this process and save significant time, ensuring that no customer details are missed during the enrollment process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.