Xero Teachable Integration using AI Agents
Appy Pie Automate allows you to Integrate Xero with Teachable using AI Agents
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Simplify Xero Teachable Integration with seamless setup
Easily set up Xero Teachable Integration without coding. Start automating your workflows and Integrate Xero with Teachable today.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New purchase order
Triggered when a purchase order is created.
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Updated Contact
Triggered when you update an exiting contact.
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Updated Quote
Triggered when an exiting quote is updated.
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Updated Sales Invoice
Triggered when you update an exiting sales invoice. (Accounts Receivable)
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Updated purchase order
Triggered when an exiting purchase order is updated.
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Course Completed
Triggers when a user completes 100% of a course.
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New Enrollment
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).
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New Sale
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.
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New Transaction
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.
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New User
Triggers whenever a new user signs up for your school.
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Profile Updated
Triggers whenever a user updates their profile on your school.
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Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Create New User
Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.
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Enroll User in Course
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.
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Unenroll Student From Course
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.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
-
New Contact
Triggered when you add a new contact.
-
New Payment
Triggered when you receive a new payment.
-
New Quote
Triggered when a new quote is created.
-
New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
-
New purchase order
Triggered when a purchase order is created.
-
Updated Contact
Triggered when you update an exiting contact.
-
Updated Quote
Triggered when an exiting quote is updated.
-
Updated Sales Invoice
Triggered when you update an exiting sales invoice. (Accounts Receivable)
-
Updated purchase order
Triggered when an exiting purchase order is updated.
-
Course Completed
Triggers when a user completes 100% of a course.
-
New Enrollment
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).
-
New Sale
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.
-
New Transaction
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.
-
New User
Triggers whenever a new user signs up for your school.
-
Profile Updated
Triggers whenever a user updates their profile on your school.
-
Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
-
Create Bank Transfer
Transfers money between two bank accounts.
-
Create Bill
Creates a new bill (Accounts Payable).
-
Create Credit Note
Creates a new credit note for a contact.
-
Create New Quote Draft
Creates a new quote draft.
-
Create Payment
Applies a payment to an invoice.
-
Create Purchase Order
Creates a new purchase order for a contact.
-
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Create New User
Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.
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Enroll User in Course
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.
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Unenroll Student From Course
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.
How Xero and Teachable Integrations Work
Follow the steps below to start setting up your Xero integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Xero as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Teachable as the action app from the list.
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Step 3: Authenticate
Connect your Teachable account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Xero to Teachable & your AI Agent is ready!
Popular Templates for Xero and Teachable Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Unenroll Student From Course in Teachable when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Unenroll Student From Course
Enroll User in Course in Teachable when New Contact is created in Xero
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When this happens:
New Contact
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Then do this:
Enroll User in Course
Create New User to Teachable from New Bill in Xero
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When this happens:
New Bill
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Then do this:
Create New User
Enroll User in Course in Teachable when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Enroll User in Course
Create New User to Teachable from New Contact in Xero
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When this happens:
New Contact
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Then do this:
Create New User
Unenroll Student From Course in Teachable when New Contact is created in Xero
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When this happens:
New Contact
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Then do this:
Unenroll Student From Course
Enroll User in Course in Teachable when New Payment is created in Xero
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When this happens:
New Payment
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Then do this:
Enroll User in Course
Create New User to Teachable from New Payment in Xero
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When this happens:
New Payment
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Then do this:
Create New User
Unenroll Student From Course in Teachable when New Payment is created in Xero
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When this happens:
New Payment
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Then do this:
Unenroll Student From Course
Enroll User in Course in Teachable when New Sales Invoice is created in Xero
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When this happens:
New Sales Invoice
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Then do this:
Enroll User in Course
Create New User to Teachable from New Sales Invoice in Xero
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When this happens:
New Sales Invoice
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Then do this:
Create New User
Unenroll Student From Course in Teachable when New Sales Invoice is created in Xero
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When this happens:
New Sales Invoice
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Then do this:
Unenroll Student From Course
Create New User to Teachable from New Quote in Xero
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When this happens:
New Quote
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Then do this:
Create New User
Enroll User in Course in Teachable when New Quote is created in Xero
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When this happens:
New Quote
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Then do this:
Enroll User in Course
Unenroll Student From Course in Teachable when New Quote is created in Xero
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When this happens:
New Quote
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Then do this:
Unenroll Student From Course
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
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Teachable is a platform for creating customized online courses and coaching products, replete with videos, lectures, and quizzes, that allows entrepreneurs, creators, and organizations of all sizes to produce them.
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The integration between Xero and Teachable is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Xero and Teachable. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Xero with Teachable, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Xero-Teachable integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Xero and Teachable integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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