Pabbly is an automation platform that is free to get started and gives you a ton of opportunities to connect your Teachery data with other applications. Much like Zapier or Make, Pabbly can help pull data from Teachery and send it elsewhere OR push data from other sources and into your Teachery account.
💬 If you're an existing Zapier user looking for a similar but more affordable automation solution, we would recommend Pabbly. The interface is very similar, but there are a few Workflow setup quirks to note in our instructions below.
In the example below, we're going to take customer data from a New Order (aka Course Purchase in Teachery) and send that data to MailerLite.
Step 1: Create a new Pabbly Connect Workflow
Once you create your Pabbly account you'll want to select Pabbly Connect and create your first Workflow. You can think of a Workflow as an automation. You can always change the order of applications in a Workflow or quickly remove/re-add an application.
Find Teachery (OR start with another Application)
If you're going to pull customer data FROM Teachery, then Teachery will likely be the first step in your Workflow. Actions you can take based on Teachery by the first "Trigger" are:
New Order: Triggers when a new order is created
New Lead: Triggers when a new email lead is created
Completed Course: Triggers when a course is completed
Find Teachery via the app search and select it 👍.
Add your Teachery API Key to Pabbly
You'll need to grab your Teachery API Key in your Accounts > Integrations area of Teachery. Paste your Teachery API Key into Pabbly's connection pop up window and feel free to name it or leave the Connection Name generic in Pabbly if you only have 1 Teachery account.
IMPORTANT STEP: You'll need to add a new Customer to Teachery for Pabbly to have data to map
Once you've added your API Key and chosen the New Order Trigger Event, you'll click the "Save & Send Test Request" button. This is telling Pabbly that you are going to create a new customer for Pabbly to pull in from Teachery.
If you see the "Save & Send..." button change to "Waiting For Response" it means that Pabbly is waiting for you to create customer data in Teachery. We wish Pabbly could automatically pull in existing customer data from your Teachery account, but alas, they do not offer that functionality.
Head over to your Teachery Customers page and click the "+ Add Customer to Course or Theme" button to get the Add Customer modal window. Then, you can create a test customer.
💡 PRO-TIP: Use an "alias email" of your own email address for your test Teachery customer. If you use Gmail and your email address is [email protected], you can create an alias by adding yourname+anythinghere@gmail.com (ex: yourname+1@gmail.com). If you have a custom domain email like [email protected], you can do the same thing by adding hello+anythinghere@yourdomain.com (ex: hello+cats@yourdomain.com). Use this as your test customer!
❌ NOTE: Don't use your Teachery account email address. Use an alias email or unique email address.
Make sure to add a First Name, Last Name, Email, and then choose a Course/Theme. Remember, this is just test data that Pabbly needs to create the Workflow.
Once you add your customer in Teachery, come back to Pabbly and you should see the button change to "Re-Capture Webhook Response" and a new "Select Response" dropdown field has appeared with the data from Teachery below it.
Step 2 (Optional): Add a Filter step
In this example Workflow, if we want ALL new Teachery Customers that purchase ANY course in Teachery to get added to our MailerLite account then the Filter step is not needed.
However, if you have multiple courses in Teachery, you'll likely want to create a Filter that only allows customers of a specific Course, Theme, purchase price, etc to move forward in the Workflow.
In the image below, we've set the Filter to look for the Course Name from Teachery's data and only move forward if the Course Name Contains the Value of Báker's (any Course in this Teachery account that doesn't have "Báker's" in the name would not pass the Filter and would stop here).
Step 3: Map the data from Teachery to the next application (MailerLite in our example)
Once you connect your second application, you'll want to find the the "Map" toggle and turn it ON for any fields you want to pull Teachery data from.
In the image below, you can see we're looking for the Teachery data in the "Email" field and it's showing our example customer email address ([email protected]).
Step 4: Turn on your Workflow and you're done! ✅
That's it for our example Workflow! Any new Teachery customer that purchases the specified course in the Filter step will be added as a new subscriber in MailerLite.
Have fun with automations!
Remember, Teachery can be the first trigger in a Pabbly Workflow (taking customer data FROM Teachery and sending it to another application -- like the example shown above) or Teachery can be the second (or later) trigger (taking customer data and PUSHING it into your Teachery account).
If you're taking payment outside of Teachery using PayPal, Thrivecart, etc, then those applications would be first in the Workflow and Teachery would be second (or later).
Enjoy the automation fun!