Connect Teachworks to Wicked Reports

Both apps 61Teachworks 45Wicked Reports 16

• 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 Marketing Cost

  Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.

• Action
  Create Contact

  Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.

• Action
  Create Order

  Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.

• Action
  Create Order Item

  Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.

• Action
  Create Order Payment

  Records a payment, failure or refund against an order in Wicked Reports.

• Action
  Create or Update Product

  Creates a product in Wicked Reports, or updates it if one with the same ID already exists.

• Action
  Get Export Results

  Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.

• Action
  Get Last Updated Date

  Returns the date your Wicked Reports reports are up to.

• Action
  List Saved Views

  Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.

• Action
  Request Clicks Export

  Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Clicks Export

  Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Lookup

  Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.

• Action
  Request Contact Orders Export

  Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Request Contacts Export

  Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.

• Action
  Request Orders Export

  Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Track a Click

  Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.

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