--- title: "Connect Hubflo and Teachworks - APIANT.ai" description: "When \"Company Updated\" fires in Hubflo, your agent runs \"Add payment allocation\" in Teachworks." canonical: "https://apiant.ai/connect/hubflo-to-teachworks" --- # Connect Hubflo and Teachworks When **Company Updated** fires in [Hubflo](https://apiant.ai/connections/hubflo), your agent runs **Add payment allocation** in [Teachworks](https://apiant.ai/connections/teachworks), or **Lesson Completed** in Teachworks to **Add Comment to a Task** in Hubflo. Describe the whole flow and it is built, tested on every scenario and kept running. Hubflo **15** triggers Hubflo **48** actions Teachworks **17** triggers Teachworks **28** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hubflo and Teachworks to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Hubflo and Teachworks can do together ### From Hubflo to Teachworks - When **Company Updated** in Hubflo then **Add payment allocation** in Teachworks - When **New Chatroom** in Hubflo then **Add profile note** in Teachworks ### From Teachworks to Hubflo - When **Lesson Completed** in Teachworks then **Add Comment to a Task** in Hubflo - When **New Availability** in Teachworks then **Create a File for a Task** in Hubflo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Hubflo and Teachworks ## Triggers and actions 32 triggers · 76 actions - Trigger **Client Invited to Portal** Triggers when a new invitation to the portal is created. - Trigger **Company Updated** Triggers when a company is updated. - Trigger **Message Sent** Triggers when a message is sent in a chatroom - Trigger **New Chatroom** Triggers when a new chatroom is created. - Trigger **New Comment on a Task** Triggers when a new comment is created on a task. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New File Uploaded** Triggers when a new file is uploaded. - Trigger **New Folder** Triggers when a new folder is created. - Trigger **New Form** Triggers when a new form is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Proposal** Triggers when a new proposal is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Log** Triggers when a new time log is created. - Trigger **New Workspace** Triggers when a new workspace is created. - Action **Add a Participant to the Chatroom** Add a participant to the Chatroom. - Action **Add Comment to a Task** Adds a Comment to a Task. - Action **Add Embed to Workspace** Adds embed to workspace - Action **Add Link to Workspace** Adds link to workspace - Action **Add Project Section** Add a section with tasks to a project - Action **Create a File for a Task** Create a File for a Task. - Action **Create Company** Creates a Company - Action **Create Contact** Creates a Contact - Action **Create New Time Entry** Creates a New Time Entry - Action **Create Note** Creates a Note - Action **Create Project** Create a Project - Action **Create Proposal** Creates a proposal - Action **Create Task** Creates a Task - Action **Create Workspace** Creates a Workspace - Action **Create Workspace Folder** Add a new folder to a workspace. - Action **Create Workspace Note** Creates a Note in a Workspace - Action **Delete Workspace** Deletes a workspace - Irreversible - Action **Edit Time Entry** Edits a Particular Time Entry - Action **Find a Company** Retrieves a Company. - Action **Find a Form** Finds a Desired Form - Action **Find an Form Assignment** Finds an Assignment of a Form. - Action **Find Chatroom** Find chatroom from contacts. - Action **Find Contact** Finds a Contact by Email - Action **Find Content Items** Finds Content Items in a Organization. - Action **Find Project** Returns the projects matching a name, owner, client contact or workspace. - Action **Find Sections of a Project** Finds Sections of a Projects. - Action **Find the Form Assignments** Finds Assignments of a Form. - Action **Find the Tasks** FindsTasks or Subtasks. - Action **Find Workspace** Returns the workspaces matching a title, a workspace id or a project. - Action **Find Workspace Folder** Finds a Folder by Title in a Workspace - Action **Get Companies** Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name. - Action **Get Contacts** Get all your contacts - Action **Invite Contact to Workspace** Invite contact to a workspace - Action **List Task Comments** Lists all Comments of a Task. - Action **Retrieve a Comment of Task** Retrieves a Comment of Task. - Action **Retrieve a Task** Retrieves a Particular Task. - Action **Retrieve Chatroom Participants** Retrieve chatroom participants - Action **Retrieve Members** Retrieve members of an organization - Action **Retrieve Messages of a Chatroom** Retrieves messages from a given Chatroom. - Action **Send Form to a Client** Sends form to a client. - Action **Send Message in a Chatroom** Sends a Message in a Chatroom. - Action **Update Company** Updates a Company - Action **Update Contact** Updates a Contact - Action **Update Embed in Workspace** Updates embed in workspace - Action **Update Project** Updates a Project - Action **Update Task** Updates a Task - Action **Update Workspace** Updates a workspace. - Action **Update Workspace Folder** Updates a Workspace folder. - 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. ## Each app on its own - [ **Hubflo** Hubflo is the all-in-one client portal suite to work with clients](https://apiant.ai/connections/hubflo) - [ **Teachworks** Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students...](https://apiant.ai/connections/teachworks) Reviews ## What our customers say ## More from Hubflo - [ **Hubflo to Magic The Gathering** Magic The Gathering API (magicthegathering.io) is a public catalog of Magic: The Gathering card and set data.](https://apiant.ai/connect/hubflo-to-magic-the-gathering) - [ **Hubflo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubflo-to-hubspot) - [ **Hubflo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubflo-to-salesforce) - [ **Hubflo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hubflo-to-slack) - [ **Hubflo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hubflo-to-mailchimp) - [ **Hubflo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubflo-to-stripe) ## More into Teachworks - [ **HubSpot to Teachworks** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teachworks) - [ **Salesforce to Teachworks** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teachworks) - [ **Slack to Teachworks** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teachworks) - [ **Google Sheets to Teachworks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teachworks) - [ **Gmail to Teachworks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teachworks) - [ **Google Calendar to Teachworks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teachworks) Questions ## Hubflo and Teachworks, answered ### ### What can start an automation from Hubflo? Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Teachworks when something happens in Hubflo? Any of Teachworks's 28 actions, including Create Child Student, Create Employee, Create Family and Create Independent Student. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teachworks to Hubflo? Yes. When something happens in Teachworks, your agent can act in Hubflo too. This page covers both directions: Teachworks's triggers and Hubflo's actions are listed here as well. ### ### Do I have to build a connector for Hubflo or Teachworks? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Hubflo and Teachworks without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.