Integrating Autotask with Teachable by AI Agents and Assistants

Triggers whenever a new Account is added.

Triggers whenever a new appointments is added.

Triggers when a new Configuration Item is found.

Trigger when a new contract created.

Trigger when a new New expense created.

Trigger when a new New expense reports created

Triggers whenever a new holiday is added.

Triggers whenever a new invoice is added.

Triggers whenever a new item/service is added.

Triggers whenever a new opportunity is added.

Triggers when a new Project is found.

Triggers when a new Task is found.

Triggers when a new Ticket is found.

Triggers when a new Time Entry is found.

Triggers whenever a new account todos is added.

Triggers whenever a new or updated Contact is found.

Triggers when a ticket note is updated or created.

Trigger if a service call was created/setup

Triggers when an Account is updated.

Triggers when a updated task is found.

Triggers when a ticket is updated.

Triggers when a Time Entry is updated.

Triggers when a user completes 100% of a course.

Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).

Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.

Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).For a subscription or a payment plan, there is a new transaction created for every single payment.

Triggers whenever a new user signs up for your school.

Triggers whenever a user updates their profile on your school.

Triggers whenever a user cancels a subscription on your school.

Creates an account.

Creates an appointment.

Creates a contact.

Create Expense Report.

Creates a opportunity.

Creates a ticket.

Creates a ticket note.

Creates a Time Entry.

Creates a ToDo.

Updates an opportunity.

Updates a ticket.

Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.

Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)This action is only available to schools on the Professional plans and higher.

Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action is only available to schools on the Professional plan or higher.