Holded + Teachable Integration

Integrate Holded to Teachable in one click, or tell Integrately AI how you want each sale handled. Issue invoices, update student contacts, track transactions, and keep your financial records current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Teachable
    Enrollment is created in Teachable Instant
  • Teachable
    Sale is created in Teachable Instant
  • Teachable
    User is created in Teachable Instant
  • Teachable
    Student unsubscribes from marketing emails in Teachable Instant
  • Teachable
    Profile is updated in Teachable Instant
  • Teachable
    Course is completed in Teachable Instant
  • Teachable
    Subscription is cancelled in Teachable Instant
  • Teachable
    Transaction is created in Teachable Instant
  • Teachable
    Graded quiz is completed in Teachable Instant
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2.
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded
  • Teachable
    Enroll user to course in Teachable
  • Teachable
    Create or update user in Teachable
  • Teachable
    Unenroll user from course in Teachable
  • Teachable
    Search user in Teachable

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Ready Workflows Ready Workflows for Holded + Teachable Integration

Issue invoices for new course sales, sync student contacts, update enrollment statuses, and track revenue, all in just one click.

Most popular automationmost-popular-automations
Teachable + Holded Integration

Create Holded contact for new Teachable contact

If you are using Teachable, then you may want to also use Holded to manage your customer relationships. With the help of this automation, whenever you create a contact in Teachable, a corresponding contact will be created in Holded.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Connect more apps to your Holded + Teachable flow

Connect team notifications, marketing lists, and spreadsheet logs to extend your course sales workflow. Pick a combination and activate it in one click.

Holded
Teachable
+
StripeStripe (4)
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MailchimpMailchimp (4)
+
SlackSlack (4)
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ZoomZoom (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
T
H
S
Create a sales invoice in Holded for every new Teachable sale, and log the transaction in Stripe
New course sales in Teachable instantly generate a Holded invoice and record the transaction in Stripe, eliminating manual bookkeeping.
S
T
H
When a Stripe subscription is created, enroll the user in Teachable and create a contact in Holded
New Stripe subscribers are automatically enrolled in Teachable courses and added as contacts in Holded without manual setup.
S
H
T
If a Stripe payment fails, update the matching Holded invoice and unenroll the student in Teachable
Failed payments in Stripe automatically flag your Holded invoices and remove course access in Teachable.
T
S
H
When a Teachable sale is completed, log the customer in Stripe and create a sales receipt in Holded
Completed Teachable sales automatically register customer records in Stripe and generate sales receipts in Holded.

Supported triggers and actions for Holded and Teachable

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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Teachable
Teachable Triggers & Actions
Instant
Enrollment is created in Teachable
Triggers the automation when a new enrollment is created
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Instant
Sale is created in Teachable
Triggers the automation when a sale is made
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Instant
User is created in Teachable
Triggers the automation when a new user is created
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Instant
Student unsubscribes from marketing emails in Teachable
Triggers the automation when a student unsubscribes from marketing emails
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Instant
Profile is updated in Teachable
Triggers the automation when any user profile is updated
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Instant
Course is completed in Teachable
Triggers the automation when a course is completed
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Instant
Subscription is cancelled in Teachable
Triggers the automation when a subscription is cancelled
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Instant
Transaction is created in Teachable
Triggers the automation when a new transaction is created
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Instant
Graded quiz is completed in Teachable
Triggers the automation when someone completes a graded quiz
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Enroll user to course in Teachable
Adds user to a course
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Create or update user in Teachable
Generates a new invoice
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Unenroll user from course in Teachable
Removes a user from a particular course
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Search user in Teachable
Searches for a user
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What can you automate with Holded + Teachable?

Connect your course sales and accounting operations with ready-to-run automation recipes.

What you can automate?
๐Ÿงพ
Create invoices automatically from course sales
Generate a Holded sales invoice the moment a sale is created in Teachable. Eliminate manual data entry and keep your accounting ledger accurate.
๐Ÿ‘ฅ
Capture every student contact detail
Sync new Teachable users and purchasers directly into Holded as contacts. Ensure your customer database is always up to date.
๐Ÿ””
Notify your team of new enrollments
Alert your sales or support channels in Slack whenever a new course sale is completed or a subscription is created.
๐Ÿ”€
Route transactions based on product type
Create different invoices or receipts in Holded depending on the specific course or subscription plan purchased in Teachable.
๐Ÿ”„
Keep student records updated across platforms
Automatically update Holded contact details whenever a Teachable user updates their profile or completes a course.
๐Ÿ”
Search and update existing contacts
Search for existing contacts by email in Holded before creating new records, preventing duplicate entries for returning students.
โš ๏ธ
Handle subscription cancellations instantly
Update Holded contact records and notify your team when a student cancels their Teachable subscription or unenrolls.
๐Ÿ“Š
Extend your workflow with marketing tools
Connect Mailchimp or Slack to your core Holded and Teachable flow to trigger email campaigns and team notifications automatically.
And much more...

Who is Holded + Teachable integration for?

Connecting Holded and Teachable streamlines course sales, student record management, and financial reporting for growing education businesses.

Finance Managers
Finance Managers
Course Creators
Course Creators
Account Executives
Account Executives
Operations Leads
Operations Leads
Customer Success Teams
Customer Success Teams
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You manage revenue reporting in Holded while course sales happen in Teachable, but waiting for manual exports leaves your financial figures outdated โ€” this integration means every new sale creates an invoice instantly and your books stay current.
โšก
Course Creators
You need students to get immediate access after purchase while updating your customer directory, but manual data transfer slows down your launch day โ€” automating both apps means enrollments trigger invoices and contact creation seamlessly.
๐Ÿค
Account Executives
You rely on accurate client records in Holded when students transition into high-tier coaching packages, but tracking sign-ups by hand leads to missed handoffs โ€” connecting these apps means every new Teachable buyer updates your CRM profiles right away.
๐ŸŽฏ
Operations Leads
You handle high volumes of student sign-ups and subscription changes, but keeping accounting tools synchronized with your LMS causes constant friction โ€” this integration means cancellation and enrollment events update your records without manual effort.
๐Ÿ’ผ
Customer Success Teams
You depend on accurate student contact data to support learners who register through Teachable, but delayed updates leave you unaware of new accounts โ€” automating both apps means contact records are generated the moment a sale occurs.
๐Ÿ“‹
Business Owners
You need a reliable audit trail of all online school transactions and student activities, but scattered platform data creates compliance gaps โ€” with this integration, every sale, refund, and enrollment is logged accurately across your tools.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Holded + Teachable

Build and manage your Holded + Teachable automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Holded + Teachable with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to Teachable?
Frequently Asked Questions
Connecting Holded and Teachable is simple and fast with Integrately. You can use ready-made automation templates or ask Integrately AI to build your custom workflow connecting Holded, Teachable, and other tools like Slack, Stripe, and Mailchimp in just 1-click.
Can I automatically create Holded invoices when a new sale is made in Teachable?
Frequently Asked Questions
Can I connect Holded, Teachable, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Teachable?
Frequently Asked Questions
How does Holded handle contact updates from Teachable enrollments?
Frequently Asked Questions
Can Teachable course completions update my Holded records?
Frequently Asked Questions
Do I need coding skills to automate Holded and Teachable?
Frequently Asked Questions
Is the Holded and Teachable integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Holded or Teachable With 1500+ Other Apps

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