Connect Teachworks and TrackMage

Both apps 65Teachworks 45TrackMage 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.

• Trigger
  Deleted Order

  Triggers when an order is deleted in a TrackMage workspace.

• Trigger
  Deleted Shipment

  Triggers when a shipment is deleted in a TrackMage workspace.

• Trigger
  New Order Created

  Triggers when a new order is created in the selected TrackMage workspace.

• Trigger
  New Shipment Created

  Triggers when a new shipment is created in the selected TrackMage workspace.

• Trigger
  Updated Order

  Triggers when an order is updated in a TrackMage workspace.

• Trigger
  Updated Shipment

  Triggers when a shipment is updated in the selected TrackMage workspace.

• Trigger
  Updated Shipment Tracking Status

  Triggers when the tracking status of a shipment in the selected TrackMage workspace changes.

• Action
  Add order item

  Adds a line item (product, quantity and price) to an existing TrackMage order.

• Action
  Add product

  Creates a product in your TrackMage team catalog.

• Action
  Create Order

  Creates an order in a TrackMage workspace, with optional customer contact details, totals and shipping/billing addresses.

• Action
  Create Shipment

  Creates a shipment in a TrackMage workspace so its tracking number is monitored.

• Action
  Create Tracking Page Link

  Generates a shareable link to a TrackMage tracking page, optionally preset to a specific tracking number.

• Action
  Delete order

  Deletes an order from your TrackMage workspace.

• Action
  Delete shipment

  Deletes a shipment from your TrackMage workspace.

• Action
  Get order

  Returns a TrackMage order by its id, including its status, totals, addresses and linked shipments.

• Action
  Get product

  Returns a single product from your TrackMage catalog, including its name, SKU, URLs and variants.

• Action
  Get shipment

  Returns one shipment, including its tracking number, carrier, tracking status, linked orders and delivery address.

• Action
  List shipment checkpoints

  Returns the tracking checkpoints (date, location and status info) recorded for a shipment.

• Action
  Update order

  Updates an existing TrackMage order's totals, status, contact details and shipping or billing address. Fields left blank are not changed.

• Action
  Update shipment

  Updates an existing shipment's tracking number, carrier, contact details, address, status and linked orders.

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