Connect Teachworks to Ashby

Both apps 62Teachworks 45Ashby 17

• 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.

• Action
  Add candidate tag

  Adds an existing tag to a candidate in Ashby and returns the updated candidate.

• Action
  Add job

  Creates a new job in Ashby with a title, department/team and location, optionally applying a job template, interview plan, employment type and brand.

• Action
  Add offer

  Creates an offer for a candidate's application in Ashby by submitting the offer form for an offer process that has already been started.

• Action
  Change Job Consideration Stage

  Moves a candidate's application (their consideration for a job) to a different interview stage, optionally with an archive reason and rejection email when archiving.

• Action
  Consider Candidate for Job

  Considers a candidate for a job in Ashby by creating a new application, optionally placing it in a specific interview plan and stage with a source and credited user.

• Action
  Create Candidate

  Creates a new candidate in Ashby with their name, contact details, social profiles, location and source.

• Action
  Create Candidate Note

  Adds a note to a candidate's profile in Ashby, optionally as HTML, private, or with notifications to subscribed users.

• Action
  Find Candidate

  Returns up to 100 candidates whose email address and/or name match the values you supply.

• Action
  Find Job

  Returns up to 100 jobs whose title or requisition ID matches the text you search for.

• Action
  Find Job Consideration

  Returns the applications (candidates being considered) for a job in Ashby, optionally narrowed by application status and creation date.

• Action
  Find Opening

  Returns the openings whose identifier matches the one you supply, including each opening's state, jobs, locations, hiring team and custom fields.

• Action
  Get candidate

  Returns the full details of a single Ashby candidate, including contact info, tags, applications, files and custom field values.

• Action
  List departments

  Returns all departments and teams in your Ashby account, optionally including archived ones or only those changed since a previous sync.

• Action
  List locations

  Returns the office and remote locations set up in your Ashby account, optionally including archived locations and regions.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, social links, source, credited user and location in Ashby. Fields left blank are not changed.

• Action
  Update job

  Updates an existing job in Ashby — its title, team, location, default interview plan, employment type or requisition id.

• Action
  Update Opening

  Updates an existing opening in Ashby, such as its identifier, description, department, target dates, backfill flag or employment type. Returns the updated opening.

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