Connect Partially to Teachable with Zapier
Connect Partially to Teachable with Zapier
You can use Partially, Zapier, and Teachable together to offer a payment plan for a Teachable course, cohort, or certification program. When a customer opens a Partially payment plan, Zapier enrolls the customer in the matching Teachable course. If the plan defaults, Zapier unenrolls the student.
This setup uses a fixed-price Partially offer and at least two Zaps:
- Enrollment Zap:
plan_openedin Partially → Enroll User in Course in Teachable - Access-removal Zap:
plan_defaultedin Partially → Unenroll Student From Course by Email in Teachable - Optional cancellation Zap:
plan_canceledin Partially → Unenroll Student From Course by Email in Teachable
Before you begin
You need:
- An active Partially merchant account
- A Partially offer configured for the full price of the Teachable course
- Your Partially API key, found under Settings → General
- A Teachable Growth plan or higher for full Zapier access
- Teachable School Owner or Admin access
- A paid Zapier plan that includes Webhooks by Zapier
Decide how access should work before building the Zaps. Most merchants remove access when a plan defaults. Removing access when a merchant or customer cancels a plan is optional and should match your cancellation policy.
Step 1: Create the enrollment Zap
- In Zapier, create a Zap.
- Select Webhooks by Zapier as the trigger app.
- Select Catch Hook as the trigger event.
- Copy the unique webhook URL Zapier provides. Treat this URL as private.
- In Partially, go to Settings → Webhooks and add the Zapier webhook URL.
- Subscribe the webhook to
plan_opened. - Send a test webhook from Partially, then return to Zapier and load the test record.
- Add Teachable as the action app and choose Enroll User in Course.
- Connect the Teachable school using an Owner or Admin account.
- Select the Teachable course.
- Map the customer's email address, first name, and last name from the Partially webhook record.
- If Zapier presents a pricing-plan field, select the pricing plan that corresponds to the Partially offer.
- Test the action and confirm that the test student is enrolled in the correct course.
- Publish the Zap.
Teachable can create a new user during the Enroll User in Course action if the email address does not already belong to a user. Customers use Teachable's email-based login flow to access their accounts.
Step 2: Create the access-removal Zap
- Create another Zap with Webhooks by Zapier → Catch Hook as the trigger.
- Copy its new webhook URL.
- In Partially, add the URL under Settings → Webhooks and subscribe it to
plan_defaulted. - Send a test webhook and load the record in Zapier.
- Add Teachable → Unenroll Student From Course by Email as the action.
- Select the same course used in the enrollment Zap.
- Map the customer's email address from the Partially webhook record.
- Test the action and confirm that the test student's course access is removed.
- Publish the Zap.
In Partially, plan_defaulted occurs after three consecutive failed payment attempts. A failed payment by itself does not trigger this access-removal Zap.
To remove access when a plan is canceled, repeat this process with a separate webhook and Zap subscribed to plan_canceled. Do not add this automation unless it matches your cancellation policy.
Step 3: Add a Pay with Partially button in Teachable
Teachable courses and pricing plans use fixed prices, so a button on the sales page can link directly to a fixed-price Partially offer. No live cart total or custom HTML is required.
- In Partially, open the integration tool for the matching offer and generate a shareable checkout URL.
- In Teachable, open the course sales page in the page editor.
- Add a Button block near the course's standard enrollment option.
- Enter button text such as Pay with Partially or Start a payment plan.
- Set the button action to open an external URL.
- Paste the full Partially checkout URL, including
https://. - Save and publish the page.
- Test the button while logged out or in a private browser window.
Add the Partially button as an additional option. Do not remove Teachable's Primary Enroll Button block. On a course with multiple Teachable pricing plans, removing the Primary Enroll Button can also disable the enrollment button in the page header.
Create a separate Partially offer and button for each Teachable course or price that needs different payment-plan terms.
Test the complete customer flow
Before publishing the payment option to customers:
- Open the Teachable sales page in a private browser window.
- Select the Partially button and open a test payment plan.
- Confirm that the enrollment Zap ran successfully.
- Confirm that the correct Teachable user was created or found and enrolled in the correct course.
- Confirm that the student can use Teachable's email login flow to access the course.
- Trigger a test default event and confirm that the access-removal Zap ran successfully.
- Confirm that the student's access was removed from the correct course.
Troubleshooting
The Teachable actions are missing in Zapier
Full Zapier access requires the Teachable Growth plan or higher. Confirm the school's current plan and reconnect Teachable in Zapier after an upgrade.
Zapier does not receive the Partially event
- Confirm that the Zapier Catch Hook URL was copied exactly into Partially → Settings → Webhooks.
- Confirm that the webhook is subscribed to the event used by that Zap.
- Use Partially's webhook testing tool, then reload the test record in Zapier.
- Do not expose or reuse another Zap's Catch Hook URL by mistake.
The student is enrolled in the wrong course or pricing plan
Open the Teachable action step and verify the selected course and, if shown, pricing plan. Each fixed-price Partially offer should map to one intended Teachable course price.
A student is not found during unenrollment
Confirm that the unenrollment Zap maps the same customer email field used by the enrollment Zap. Also verify that the customer did not use different email addresses in Partially and Teachable.
The student does not receive a password-setup email
Teachable uses email-based one-time passcodes for users created or enrolled through its API. The student should enter their email address on the Teachable login page and use the one-time passcode Teachable sends.
The Partially button is missing or opens the wrong page
Publish the latest sales-page changes and test while logged out. Verify that the complete Partially checkout URL is in the Button block. If the amount or terms are wrong, generate a new link from the correct Partially offer.