Connect Teachworks to Optimizely

Both apps 71Teachworks 45Optimizely 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
  Add attribute

  Creates a new attribute in an Optimizely project, which can be used to target audiences.

• Action
  Add audience

  Adds a new audience to an Optimizely project and returns the id of the audience that was created.

• Action
  Add campaign

  Creates a new personalization campaign in an Optimizely project and returns its id.

• Action
  Add experiment

  Creates a new experiment in an Optimizely project and returns its id.

• Action
  Add feature

  Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.

• Action
  Add page

  Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.

• Action
  Add project

  Creates a new Optimizely project in your account and returns the created project.

• Action
  Delete experiment

  Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.

• Action
  Get audience

  Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.

• Action
  Get campaign

  Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.

• Action
  Get experiment

  Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.

• Action
  Get experiment results

  Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.

• Action
  Get feature

  Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.

• Action
  Get project

  Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.

• Action
  List attributes

  Returns all attributes in an Optimizely project, including their keys, names and archived status.

• Action
  List audiences

  Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.

• Action
  List campaigns

  Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.

• Action
  List environments

  Returns all of the environments that have been created in an Optimizely project.

• Action
  List events

  Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.

• Action
  List experiments

  Returns all experiments in an Optimizely project or campaign.

• Action
  List features

  Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.

• Action
  List pages

  Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.

• Action
  List projects

  Returns all the projects in your Optimizely account, with their settings and status.

• Action
  Update campaign

  Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.

• Action
  Update experiment

  Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.

• Action
  Update feature

  Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.

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