What you can automate

When new Customer in Teachworks, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Teachworks, create opportunity, then find or create contact in Salesflare.

When new Payment in Teachworks, create opportunity, then find or create contact in Salesflare.

When new Wage Payment in Teachworks, create opportunity, then find or create contact in Salesflare.

About Teachworks

Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students, schedules, billing and more.

Teachworks operations on Zapier

Start a workflow when this happens

Lesson Completed — Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
New Availability — Triggers when a new availability is created.
New Cost Premium — Triggers when a new cost premium is created.
New Customer — Triggers when a new customer (family or independent student) is created.
New Employee — Triggers when a new employee is created.

Show 13 more triggers

New Invoice — Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
New Lesson — Triggers when a new lesson is created.
New Lesson Participant — Triggers when a new lesson participant is created.
New Location — Triggers when a new location is created.
New Other Event — Triggers when a new event is created.
New Package Balance Alert — Triggers when a low package balance alert is sent.
New Payment — Triggers when a new payment is created
New Refund — Triggers when a new refund is created
New Service — Triggers when a new service is created.
New Student — Triggers when a new student is created.
New Unavailability — Triggers when a new unavailability is created.
New Wage Payment — Triggers when a new wage payment has been created.
New Wage Tier — Triggers when a new wage tier is created.

Things Salesflare can make it do

Show 7 more actions

Create Payment — Creates a Payment
Find or Create Child Student — Finds a Child Student
Find or Create Family — Finds a family that matches on first name, last name and email address.
Find or Create Independent Student — Finds an Independent Student (Customer Details)
Find or Create Payment — Finds a Payment
Update Customer Custom Field Values — Updates a customer's Custom Profile Field Values
Update Student Custom Field Values — Updates a student's Custom Field Values

Look up existing records

Find Child Student — Finds a Child Student
Find Customer — Finds a Customer (family or independent student). For use when selecting a customer id for other records such as students, payments, etc.
Find Employee — Finds an employee
Find Family — Finds a family that matches on first name, last name and email address.
Find Independent Student (Full Details) — Finds an Independent Student (Customer Details)

Show 2 more searches

Find Independent Student (Student Details) — Finds an Independent Student (Student Details)
Find Payment — Finds a Payment

Teachworks and Salesflare