Connect COR and Teachworks

Both apps 81COR 36Teachworks 45

• Trigger
  Create Brand

  Triggers when a new brand is created in COR.

• Trigger
  Create Client

  Triggers when a new client is created in COR.

• Trigger
  Create Hour

  Triggers when a new time entry is logged in COR.

• Trigger
  Create Invoice

  Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart.

• Trigger
  Create Product

  Triggers when a new product is created in COR.

• Trigger
  Create Project

  Triggers when a new project is created in COR.

• Trigger
  Create Task

  Triggers when a new task is created in COR. Returns the new task's details.

• Trigger
  Create User

  Triggers when a new user is created in COR.

• Trigger
  Updated Client

  Triggers when an existing client is changed in COR.

• Trigger
  Updated Project

  Triggers when an existing project is updated in COR.

• Trigger
  Updated Task

  Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears.

• Trigger
  Updated User

  Triggers when a user in COR is created or changed, such as their name, email, role, position or labels.

• Action
  Add brand

  Creates a new brand under a client in COR.

• Action
  Add team

  Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created.

• Action
  Create Client

  Creates a new client in COR with its company details and primary contact, and returns the new client's id.

• Action
  Create Fee

  Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee.

• Action
  Create Hour

  Logs a time entry against a task in COR and returns the new entry's id.

• Action
  Create Invoice

  Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction.

• Action
  Create Project

  Creates a new project for a client in COR and returns the created project.

• Action
  Create Task

  Creates a new task in COR, optionally within a project, and returns the created task.

• Action
  Delete Project

  Deletes a project in COR by its ID.

• Action
  Delete task

  Deletes a task in COR by its ID.

• Action
  Find clients by name

  Returns the clients whose name matches the specified name.

• Action
  Find projects by name

  Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details.

• Action
  Get client

  Returns a single COR client by its id, including its business name, contact details, website and description.

• Action
  Get project

  Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found.

• Action
  Get task

  Returns a single COR task by its id, including its title, project, deadline, status and priority.

• Action
  List clients

  Returns all clients in the COR account, optionally narrowed by filter criteria.

• Action
  List fees

  Returns the fees in the COR account, including each fee's name, estimate, status and dates.

• Action
  List hours

  Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose.

• Action
  List products

  Returns all products in the COR account, each with its name, client and brand.

• Action
  List projects

  Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state.

• Action
  List tasks

  Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose.

• Action
  List teams

  Returns the teams in the COR workspace, including each team's name and description.

• Action
  Update Project

  Updates an existing project in COR, changing only the fields you fill in, and returns the updated project.

• Action
  Update Task

  Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task.

• Trigger
  Lesson Completed

  Triggers when a lesson is marked completed in Teachworks.

• Trigger
  New Availability

  Triggers when a new availability block is added for a teacher or employee.

• Trigger
  New Cost Premium

  Triggers when a new cost premium is created in Teachworks.

• Trigger
  New Employee

  Triggers when a new employee (teacher or staff member) is added in Teachworks.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Teachworks.

• Trigger
  New Lesson

  Triggers when a new lesson is scheduled in Teachworks.

• Trigger
  New Lesson Participant

  Triggers when a student is added to a lesson as a new lesson participant.

• Trigger
  New Location

  Triggers when a new location (or sub-location) is added in Teachworks.

• Trigger
  New Other Event

  Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar.

• Trigger
  New Package Balance Alert

  Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units).

• Trigger
  New Payment

  Triggers when a new payment is recorded in Teachworks.

• Trigger
  New Refund

  Triggers when a new refund is recorded against a customer's payment in Teachworks.

• Trigger
  New Service

  Triggers when a new service is created in Teachworks.

• Trigger
  New Student

  Triggers when a new student is added in Teachworks.

• Trigger
  New Unavailability

  Triggers when a new unavailability (time off) is added for an employee in Teachworks.

• Trigger
  New Wage Payment

  Triggers when a new wage payment to an employee is recorded in Teachworks.

• Trigger
  New Wage Tier

  Triggers when a new wage tier is created in Teachworks.

• Action
  Add location

  Creates a new location in your Teachworks account.

• Action
  Add payment allocation

  Allocates part or all of a payment to an invoice.

• Action
  Add profile note

  Creates a profile note on a customer (family) or student.

• Action
  Add student to lesson

  Adds a student to an existing scheduled lesson and returns the updated lesson with its participants.

• Action
  Add wage payment

  Creates a wage payment for an employee in Teachworks.

• Action
  Complete lesson

  Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes.

• Action
  Create Child Student

  Creates a child student who belongs to a family, with their fees billed to that family.

• Action
  Create Employee

  Creates a new employee (teacher or staff member) in Teachworks.

• Action
  Create Family

  Creates a family customer in Teachworks. Families are billed for the lessons of their child students.

• Action
  Create Independent Student

  Creates an independent student in Teachworks: a directly billed customer together with its associated student record.

• Action
  Create Lesson

  Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time.

• Action
  Create Payment

  Creates a payment received from a customer (family or independent student).

• Action
  Find Child Student

  Finds child students (students belonging to a family) matching the name, email, phone or other details you supply.

• Action
  Find Customer

  Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches.

• Action
  Find Employee

  Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list.

• Action
  Find Family

  Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list.

• Action
  Find Independent Student (Full Details)

  Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields.

• Action
  Find Independent Student (Student Details)

  Finds independent students matching name, email, phone, school, status or other criteria and returns their student details.

• Action
  Find Payment

  Finds payments by customer and/or payment date, returning the first match and the full list of matching payments.

• Action
  Get lesson

  Returns a single lesson, including its time, teacher, service, location and participants.

• Action
  List lessons

  Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range.

• Action
  Update customer

  Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules.

• Action
  Update Customer Custom Field Values

  Sets the values of up to 10 custom profile fields on a Teachworks customer.

• Action
  Update employee

  Updates an existing employee's profile, wage settings and user permissions in Teachworks.

• Action
  Update lesson

  Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson.

• Action
  Update payment

  Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID.

• Action
  Update student

  Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers.

• Action
  Update Student Custom Field Values

  Sets the values of up to 10 custom profile fields on a Teachworks student.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.