Integrating Teachable and Airtable Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Teachable and Airtable using Pabbly Connect. Follow this detailed tutorial for seamless automation of student enrollment 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. Accessing Pabbly Connect for Integration

To start integrating Airtable with Teachable, first, access Pabbly Connect. You can do this by signing in or creating a new account on the Pabbly Connect dashboard. Once logged in, you will be greeted by the dashboard interface, where you can create your workflow.

Click on the ‘Create Workflow’ button located on the right side of the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, you might name it ‘Unenroll Teachable Student from Airtable’ and then click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow in Pabbly Connect. Select Airtable as your trigger application. The event that will initiate this workflow is ‘New Record’. This means that every time a new record is added in Airtable, it will trigger the workflow.

• Select Airtable as your trigger app.
• Choose the trigger event as ‘New Record’.
• Click on ‘Connect’ to link your Airtable account.

After connecting your Airtable account, you will need to specify the base, table, and the trigger field. Ensure that you have a created field in your Airtable schema to capture the date and time of the record creation. Once these details are filled in, click on ‘Save and Send Test Request’ to ensure the connection is successful.

3. Adding Filter Conditions in Pabbly Connect

Next, we will add a filter condition in Pabbly Connect to ensure the workflow proceeds only when specific course statuses are met. This filter will check if the course status is either ‘Completed’ or ‘Unenrolled’ before proceeding to the next action.

• Select the filter condition type.
• Set the condition as ‘Course Status’ equals ‘Completed’.
• Add an OR condition for ‘Course Status’ equals ‘Unenrolled’.

After configuring the filter, click on ‘Save’ and send a test request. If the conditions are met, the workflow will proceed to the next step. This ensures that only relevant records will trigger further actions.

4. Searching for the User in Teachable

After setting the filter, the next step in Pabbly Connect is to search for the user in Teachable. Select Teachable as your action application and choose the action event as ‘Search User’. This action will verify if the student exists in your Teachable account.

To connect your Teachable account, you will need to provide your email, password, and the subdomain of your Teachable account. Once connected, map the email address from the previous steps to find the user. Click ‘Save and Send Test Request’ to check if the user exists.

5. Unenrolling the Student from Teachable

The final step is to unenroll the student from the course in Teachable using Pabbly Connect. Select Teachable again as your action application and choose the action event ‘Unenroll Student from Course’. You will need to map the student ID and course ID to complete this action.

After mapping these details, click on ‘Save and Send Test Request’. This will execute the unenrollment process. You can verify this by checking the student’s enrollment status in Teachable, confirming that they have been successfully unenrolled.

Conclusion

In this tutorial, we demonstrated how to integrate Airtable with Teachable using Pabbly Connect. This integration automates the unenrollment process for students based on their course status in Airtable. By following these steps, you can streamline your student management efficiently.