Connect Teachworks to Aurora Inbox

Both apps 65Teachworks 45Aurora Inbox 20

• 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 chat

  Creates a new chat conversation for a contact on a specific channel.

• Action
  Add company

  Adds a new company.

• Action
  Add tag

  Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.

• Action
  Create Opportunity

  Create a new opportunity

• Action
  Delete contact

  Deletes a contact by its ID.

• Action
  Find chats by criteria

  Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.

• Action
  Get Chat

  Returns one chat by id: contact, channel, channel type, owner, agents and status flags.

• Action
  Get company

  Fetches a single company by id.

• Action
  Get contact

  Fetches a single contact by id.

• Action
  Get or Create Contact

  Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.

• Action
  List Chat Opportunities

  Returns the opportunities (deals) attached to a chat.

• Action
  List Chat Tags

  Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.

• Action
  List companies

  Lists companies in Aurora Inbox, optionally filtered by a keyword search.

• Action
  List tags

  Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.

• Action
  List teams

  Returns all teams configured in the Aurora Inbox account, including their members and roles.

• Action
  Send media message

  Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.

• Action
  Send message

  Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.

• Action
  Tag chat

  Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.

• Action
  Update company

  Updates fields on an existing company.

• Action
  Update Contact

  Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.