Connect Teachworks to Dex

Both apps 71Teachworks 45Dex 26

• 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
  Create Group

  Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.

• Action
  Create Note

  Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.

• Action
  Create Tag

  Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.

• Action
  Delete company

  Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.

• Action
  Delete Contact

  Permanently deletes a contact from Dex.

• Action
  Delete note

  Deletes a note from your Dex timeline.

• Action
  Delete reminder

  Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.

• Action
  Delete tag

  Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.

• Action
  Find Contact

  Finds contacts whose full name matches the text you enter and returns the matching contacts.

• Action
  Find Group

  Finds groups in Dex whose name matches the search text.

• Action
  Find notes by keyword

  Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.

• Action
  Find Tag

  Finds tags in Dex whose names match the search text and returns them, with the first match separately.

• Action
  Get company

  Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.

• Action
  Get contact

  Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.

• Action
  Get note

  Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.

• Action
  Get reminder

  Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.

• Action
  Get tag

  Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.

• Action
  List companies

  Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.

• Action
  List contacts

  Returns the contacts in your Personal Dex or in a chosen workspace.

• Action
  List groups

  Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.

• Action
  List reminders

  Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.

• Action
  List tags

  Returns all tags in your Dex account, optionally with how many contacts carry each tag.

• Action
  Tag Contact

  Assigns an existing tag to a contact in Dex.

• Action
  Update note

  Updates an existing Dex note. Only the fields you fill in are changed.

• Action
  Update reminder

  Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.

• Action
  Update tag

  Renames an existing tag in Dex.

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