Connect Teachworks to Support Board

Both apps 81Teachworks 45Support Board 36

• 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 Conversation

  Creates a new conversation.

• Action
  Add Note

  Adds a new note to a conversation.

• Action
  Add User

  Create a new user in Support Board.

• Action
  Delete Message

  Deletes an existing message.

• Action
  Delete Note

  Deletes a note from a conversation.

• Action
  Delete User

  Deletes a user and all linked conversations and messages.

• Action
  Delete Users

  Deletes multiple users and all linked conversations and messages.

• Action
  Direct Message

  Sends a direct chat message.

• Action
  Get Agents in Conversation

  Returns an array with all the agents with at least one message in the conversation.

• Action
  Get Conversation

  Returns a conversation and the messages of the conversation.

• Action
  Get Conversations

  Returns all the conversations. Each conversation includes the last message of the conversation.

• Action
  Get External Setting

  Returns an external setting. External settings are saved on a dedicated database row.

• Action
  Get Last Agent in Conversation

  Returns the last agent who answered a conversation.

• Action
  Get Last Message

  Returns the last message in a conversation.

• Action
  Get Multi Setting

  Returns a subsetting of another setting.

• Action
  Get New Conversations

  Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get New Messages

  Returns the messages of a conversation created after the given date/ID.

• Action
  Get New User Conversations

  Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get Notes

  Returns the internal notes of a conversation.

• Action
  Get Setting

  Returns a setting saved in the Settings area.

• Action
  Get Settings

  Returns an array with all the settings.

• Action
  Get User

  Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist.

• Action
  Get User Conversations

  Returns the conversations of a user. Each conversation includes the last message of the conversation.

• Action
  Google Translate

  Translates multiple strings via Google Translate.

• Action
  Login

  Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful.

• Action
  Push Notification

  Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area.

• Action
  Search Conversations

  Returns the conversations matching the search.

• Action
  Search User Conversations

  Returns the conversations of the given user ID that matches the search terms.

• Action
  Send Message

  Adds a new message to an existing conversation.

• Action
  Telegram Send Message

  Sends a message to Telegram.

• Action
  Update Conversation Agent

  Assigns or update the agent assigned to a conversation.

• Action
  Update Conversation Department

  Updates the department of a conversation.

• Action
  Update Conversation Status

  Updates the status code of a conversation.

• Action
  Update Message

  Updates an existing message.

• Action
  Update User

  Updates the details of an existing user.

• Action
  WhatsApp Send Message

  Sends a message to a WhatsApp number.

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