Connect Teachworks to StockFit

Both apps 78Teachworks 45StockFit 33

• 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
  Find filings

  Search SEC filings by criteria.

• Action
  Find funds holding a symbol

  Reverse-lookup funds that hold a given symbol.

• Action
  Find news by symbol

  Fetch recent news articles for a given symbol.

• Action
  Find symbols

  Search/lookup symbols by name or ticker.

• Action
  Get balance sheet

  Fetch a company's balance sheet.

• Action
  Get cash flow statement

  Fetch a company's cash flow statement.

• Action
  Get company details

  Fetch company profile details for a symbol.

• Action
  Get dividend history

  Fetch historical dividend payments for a symbol.

• Action
  Get earnings calendar

  Fetch calendar of past/upcoming earnings dates.

• Action
  Get earnings snapshot

  Fetch the latest earnings snapshot for a symbol.

• Action
  Get economic model

  Fetch a company's economic model data.

• Action
  Get EPS history

  Fetch historical earnings-per-share data for a symbol.

• Action
  Get executive compensation

  Fetch executive compensation data for a company.

• Action
  Get executive officers

  Fetch a company's executive officers list.

• Action
  Get financial health scores

  Fetch computed financial health scores for a company.

• Action
  Get fund holdings

  Fetch a fund's current holdings.

• Action
  Get fund profile

  Fetch a fund's profile.

• Action
  Get historical prices

  Fetch historical price data for a symbol.

• Action
  Get income statement

  Fetch a company's income statement.

• Action
  Get insider trading summary

  Fetch summary of insider trading activity for a symbol.

• Action
  Get IPO calendar

  Fetch upcoming/recent IPO calendar entries.

• Action
  Get key metrics

  Fetch sector-aware key financial metrics for a company.

• Action
  Get ownership summary

  Fetch ownership summary (insider/institutional split) for a symbol.

• Action
  Get quotes

  Fetch batched real-time/latest price quotes for one or more symbols.

• Action
  Get research summary

  Fetch AI-style research summary for a company.

• Action
  Get revenue segmentation

  Fetch revenue segmentation footnote data for a company.

• Action
  Get symbol lookup

  Look up canonical symbol/company info by ticker.

• Action
  List company peers

  List peer companies for a symbol.

• Action
  List insider transactions

  List insider buy/sell transactions for a symbol.

• Action
  List institutional holders

  List institutional holders of a symbol.

• Action
  List latest filings

  List the most recent SEC filings across companies.

• Action
  List market news

  List general US market news.

• Action
  List symbols

  List all tradable symbols in the database.

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