Connect Resource Guru and Teachworks

Both apps 80Resource Guru 35Teachworks 45

• Trigger
  New or Updated Booking

  Triggers when a new booking is created and/or a booking is updated.

• Trigger
  New or Updated Client

  Triggers when a new client is created and/or a client is updated.

• Trigger
  New or Updated Project

  Triggers when a new project is created and/or when a project is updated.

• Trigger
  New or Updated Resource

  Triggers when a new resource is created and/or when a resource is updated.

• Trigger
  New or Updated Time Off Event

  Triggers when a time off event is created and/or a time off event is updated.

• Action
  Add task

  Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.

• Action
  Create Booking

  Creates a new booking for one or more resources in Resource Guru.

• Action
  Create Client

  Creates a new client in a Resource Guru account.

• Action
  Create Phase

  Creates a phase in a Resource Guru project.

• Action
  Create Project

  Creates a new project.

• Action
  Create Resource

  Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.

• Action
  Create Time Off Event

  Creates a time off (downtime) event for one or more resources in Resource Guru.

• Action
  Delete booking

  Deletes a booking, or a single date or set of occurrences of a repeating booking.

• Action
  Delete client

  Deletes a client from a Resource Guru account.

• Action
  Delete project

  Deletes a project from a Resource Guru account.

• Action
  Delete resource

  Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.

• Action
  Delete time off event

  Deletes a time off event (downtime) from a Resource Guru account.

• Action
  Get booking

  Get one booking by id.

• Action
  Get client

  Returns a specific client by its ID.

• Action
  Get Phase

  Returns a single phase by its id.

• Action
  Get project

  Returns a specific project by its id, including its client, team, activity types and custom field values.

• Action
  Get resource

  Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.

• Action
  Get task

  Returns one Resource Guru task with its phase, dates and estimate.

• Action
  Get time off event

  Returns a single time off (downtime) event by its id.

• Action
  List bookings

  List bookings.

• Action
  List clients

  Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.

• Action
  List projects

  Returns every active project in a Resource Guru account, optionally including archived and deleted projects.

• Action
  List resources

  Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.

• Action
  List time off events

  Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.

• Action
  List users

  Returns every user on the Resource Guru account, both active and deleted.

• Action
  Update Booking

  Updates an existing booking by ID.

• Action
  Update Client

  Updates an existing client in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Project

  Update an existing project in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Resource

  Updates an existing resource.

• Action
  Update Time Off Event

  Updates a time off event.

• 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.