Teachworks by Codex Solutions International

teachworks is a platform for managing tutoring and teaching businesses, offering scheduling, billing, client management, and communication tools integrating with make com enables automation of workflows, improving efficiency for education service providers this is ai generated content based on official teachworks documentation the content may still contain errors—please verify important information if you have questions, contact teachworks support directly how to get support on teachworks teachworks is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=teachworks\&app slug=teachworks community\&app unique id=teachworks com d60q8h requirements to use the teachworks app in make, you must have an active teachworks account and an api key, create your account on teachworks app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect teachworks and {{product name}} to get started, you must first create a connection between teachworks and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions follow the steps to locate and retrieve your api key login to your teachworks platform using your credentials navigate to the relevant section for user account management, such as students, families, or employees edit the profile of the desired user by clicking the edit button next to their profile scroll down to the user account section check for the setting or field labeled enable user account and enable it if necessary some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=teachworks\&app slug=teachworks community\&app unique id=teachworks com d60q8h create the connection in {{product name}} log in in your make account , add the teachworks module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your teachworks or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page teachworks modules after connecting to the teachworks app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a student to a lesson adds a student to a lesson that is already scheduled this module only works with lessons that have a status of 'scheduled' create a child student creates a new child student record in the system, allowing you to add and manage information for a specific child student create a family creates a new family record in your system, allowing you to organize and manage information related to a specific family group create a lesson adds a brand new lesson to your course, allowing you to specify its details and content create a payment create a payment this module allows you to initiate a new payment, letting you specify details such as the amount, recipient, and payment method create an employee adds a new employee record to your system, allowing you to store and manage their details create an independent student creates a new independent student profile independent students are those who are billed directly, rather than through an organization or third party get a customer fetches detailed information for a specific customer profile get a invoice fetches detailed information about a specific invoice, allowing you to view all its data and status get a lesson fetches detailed information about a specific lesson, allowing you to view all its key details get a lesson participant fetch detailed information about a specific lesson participant get a payment fetch detailed information about a specific payment get a student fetches detailed information about a specific student get an employee fetch detailed information about a specific employee list all customers retrieves a detailed list of all customer profiles, allowing you to view and manage information about each customer in your account list all employees retrieves a detailed list of all employees from your account list all students retrieves a detailed list of all students, including their relevant information make an api call allows you to make a custom, authorized api request to the selected service, giving you flexibility to access features or endpoints not covered by the standard modules retrieve a student lesson totals get either the total number of lessons a student has completed or the total time spent on lessons (in minutes) retrieve an employee earnings retrieves and displays the total amount an employee has earned, giving you a clear overview of their cumulative earnings retrieve an employee lesson totals get a specific summary of a teacher’s lessons by choosing to retrieve either the total duration in minutes, the total earnings, or the total number of lessons search a invoice retrieves a detailed list of all invoices, allowing you to view and manage your billing records easily search a payments retrieves a detailed list of all payments, allowing you to view information about each transaction set the employee status updates the employee's status, allowing you to specify whether an employee is active, inactive, or in another defined state update a child student update the details of an existing child student, allowing you to modify their information as needed update a customer custom field updates the values of specific custom fields for an existing customer, allowing you to modify personalized information stored in their profile update a payment updates the details of an existing payment using its unique id, allowing you to modify information such as amount, status, or other payment attributes update an employee updates the details of an existing employee, allowing you to modify their information such as name, contact details, job title, or other relevant fields watch invoices triggers whenever a new invoice is created in your account, allowing you to automatically start workflows whenever a new invoice is added watch lesson participants triggers when a new participant is added to a lesson, allowing you to automatically respond or take action whenever someone joins a lesson watch lessons triggers when a new lesson is added to your account, allowing you to automatically take action whenever fresh learning content becomes available watch payments triggers whenever a new payment is recorded, allowing you to take action or automate workflows each time a payment is added watch subjects triggers when a new subject is added, allowing you to automatically start workflows or actions whenever a new subject is created in your system templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} teachworks resources you can have access to more resources related to this app on the following links teachworks website teachworks documentation teachworks api documentation teachworks page on make