Connect Membrain and Teachworks

Both apps 107Membrain 62Teachworks 45

• Trigger
  Account Growth Project Archived

  Triggers when a Account Growth Project reaches status Archived.

• Trigger
  Account Growth Project Created

  Triggers when a new Account Growth Project is created.

• Trigger
  Account Growth Project Moved to Stage

  Triggers when a Account Growth Project moves to a different stage of its process.

• Trigger
  Account Growth Project Won

  Triggers when a Account Growth Project reaches status Won.

• Trigger
  Activity Created

  Triggers when a new Activity (email, call, note, appointment or task) is created in Membrain.

• Trigger
  Company Created

  Triggers when a new Company is created.

• Trigger
  Contact Created

  Triggers when a new Contact is created.

• Trigger
  Flow Archived

  Triggers when a Flow reaches status Archived.

• Trigger
  Flow Created

  Triggers when a new Flow is created.

• Trigger
  Flow Moved to Stage

  Triggers when a Flow moves to a different stage of its process.

• Trigger
  Flow Won

  Triggers when a Flow reaches status Won.

• Trigger
  Prospect Created

  Triggers when a new Prospect is created.

• Trigger
  Prospect Disqualified

  Triggers when a Prospect reaches status Disqualified.

• Trigger
  Prospect Won

  Triggers when a Prospect reaches status Qualified.

• Trigger
  Sales Project Archived

  Triggers when a Sales Project reaches status Archived.

• Trigger
  Sales Project Created

  Triggers when a new Sales Project is created.

• Trigger
  Sales Project Moved to Stage

  Triggers when a Sales Project moves to a different stage of its process.

• Trigger
  Sales Project Won

  Triggers when a Sales Project reaches status Won.

• Trigger
  Ticket Archived

  Triggers when a Ticket reaches status Archived.

• Trigger
  Ticket Created

  Triggers when a new Ticket is created.

• Trigger
  Ticket Moved to Stage

  Triggers when a Ticket moves to a different stage of its process.

• Trigger
  Ticket Resolved

  Triggers when a Ticket reaches status Resolved.

• Action
  Create Account Growth Project

  Creates a new Account Growth Project in Membrain.

• Action
  Create Appointment

  Creates an Appointment in Membrain.

• Action
  Create Call

  Logs a Call in Membrain.

• Action
  Create Company

  Creates a new Company in Membrain.

• Action
  Create Completed Task

  Creates a Task in Membrain and marks it completed, so it shows as done in the activity stream.

• Action
  Create Contact

  Creates a new Contact in Membrain.

• Action
  Create Flow

  Creates a new Flow in Membrain.

• Action
  Create Note

  Creates a Note in Membrain.

• Action
  Create Prospect

  Creates a new Prospect in Membrain.

• Action
  Create Sales Project

  Creates a new Sales Project in Membrain.

• Action
  Create Task

  Creates a Task in Membrain.

• Action
  Create Ticket

  Creates a new Ticket in Membrain.

• Action
  Find Account Growth Project by Id

  Returns one Account Growth Project by its Id.

• Action
  Find Account Growth Project by Key

  Finds the first Account Growth Project matching the given value; returns found=false when there is none.

• Action
  Find Account Growth Project by Name

  Finds the first Account Growth Project matching the given value; returns found=false when there is none.

• Action
  Find Company by External Identifier

  Finds the first Company matching the given value; returns found=false when there is none.

• Action
  Find Company by Id

  Returns one Company by its Id.

• Action
  Find Company by Name

  Finds the first Company matching the given value; returns found=false when there is none.

• Action
  Find Contact by Company Name and Name

  Finds the first Contact with the given full name.

• Action
  Find Contact by Id

  Returns one Contact by its Id.

• Action
  Find Contact by Primary Email Address

  Finds the first Contact matching the given value; returns found=false when there is none.

• Action
  Find Flow by Id

  Returns one Flow by its Id.

• Action
  Find Flow by Key

  Finds the first Flow matching the given value; returns found=false when there is none.

• Action
  Find Flow by Name

  Finds the first Flow matching the given value; returns found=false when there is none.

• Action
  Find Prospect by Id

  Returns one Prospect by its Id.

• Action
  Find Prospect by Key

  Finds the first Prospect matching the given value; returns found=false when there is none.

• Action
  Find Prospect by Name

  Finds the first Prospect matching the given value; returns found=false when there is none.

• Action
  Find Sales Project by Id

  Returns one Sales Project by its Id.

• Action
  Find Sales Project by Key

  Finds the first Sales Project matching the given value; returns found=false when there is none.

• Action
  Find Sales Project by Name

  Finds the first Sales Project matching the given value; returns found=false when there is none.

• Action
  Find Ticket by Id

  Returns one Ticket by its Id.

• Action
  Find Ticket by Key

  Finds the first Ticket matching the given value; returns found=false when there is none.

• Action
  Find Ticket by Name

  Finds the first Ticket matching the given value; returns found=false when there is none.

• Action
  Update Account Growth Project

  Updates an existing Account Growth Project in Membrain.

• Action
  Update Company

  Updates an existing Company in Membrain.

• Action
  Update Contact

  Updates an existing Contact in Membrain.

• Action
  Update Flow

  Updates an existing Flow in Membrain.

• Action
  Update Prospect

  Updates an existing Prospect in Membrain.

• Action
  Update Sales Project

  Updates an existing Sales Project in Membrain.

• Action
  Update Ticket

  Updates an existing Ticket in Membrain.

• 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.