Connect Nifty and Teachworks

Both apps 73Nifty 28Teachworks 45

• Trigger
  New Doc

  Triggers when a new doc is created.

• Trigger
  New File

  Triggers when a new file is uploaded.

• Trigger
  New Message

  Triggers when a new message is sent.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Portfolio

  Triggers when a new portfolio is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Status

  Triggers when a new status is created.

• Trigger
  New Subtask

  Triggers when a new subtask is created.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Task Is Completed

  Triggers when a task is completed.

• Action
  Create Document

  Creates a Nifty document in a project, optionally seeding its body from Markdown.

• Action
  Create File

  creates a file record in a project from text content (or a URL), firing file.created.

• Action
  Create Milestone

  Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.

• Action
  Create Portfolio

  Creates a portfolio (a team-level grouping of projects) in Nifty.

• Action
  Create Project

  Creates a new project.

• Action
  Create Status

  Creates a status column (Kanban column / list stage) in a Nifty project.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Tag

  Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.

• Action
  Create Task

  Creates a new task.

• Action
  Create Upload URL

  Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File.

• Action
  Get Document

  Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.

• Action
  Get Message

  Retrieve a single Nifty message (chat message or comment) by its ID.

• Action
  Get Milestone

  Retrieve a single milestone by its id, including its custom-field values.

• Action
  Get Project

  Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.

• Action
  Get Status

  Retrieve a single Nifty status column by its id.

• Action
  Get Tag

  Retrieves a single tag (Nifty label) by id.

• Action
  Send Message

  Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.

• 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.