Teachworks by Codex Solutions International

teachworks is a comprehensive tutor management platform for scheduling, billing, client engagement, and administration integrating with make com enables automated workflows between teachworks and other apps, streamlining operations and saving time for tutoring businesses 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 https //teachworks com/contact 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 a teachworks account on the growth or premium plan and generate an api token, https //teachworks com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/teachworks community/ 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 you need to retrieve your api key from your teachworks account login to your teachworks account navigate to the account & settings menu select the integrations & add ons option find and select the api integration section locate your api key in this section 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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', ensuring that students are enrolled in upcoming, confirmed sessions create a child student creates a new child student record in the system, allowing you to add detailed information for a new student under a parent or guardian profile create a family creates a new family record in your system, allowing you to organize and manage related individuals as a group create a lesson adds a brand new lesson to your course, allowing you to organize and deliver fresh content to your learners create a payment create a payment this module allows you to initiate and process a new payment, making it easy to handle transactions directly within your workflow 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 an independent student is someone who is billed directly, rather than through an institution or organization get a customer fetches detailed information for a specific customer profile get a invoice fetches the details of a specific invoice, allowing you to view all its information in one place get a lesson fetches detailed information about a specific lesson 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 customer profiles, allowing you to view information about each customer in your account list all employees retrieves a detailed list of all employees, including their key information 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 service, giving you flexibility to interact with any endpoint that isn’t covered by the standard modules retrieve a student lesson totals get either the total number of lessons a student has completed or the total duration of their lessons (in minutes) retrieve an employee earnings retrieves and displays the total amount of earnings accumulated by a specific employee retrieve an employee lesson totals retrieve one of the following summary details for a teacher’s lessons the total lesson time in minutes, the total amount earned, 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 and manage individual payment records set the employee status updates the employment status of a selected employee, allowing you to specify whether they are active, inactive, or another available status update a child student update details for an existing child student, such as their personal information or enrollment status update a customer custom field updates the values of specific custom fields for an existing customer, allowing you to modify personalized information stored for that customer update a payment updates the details of an existing payment using its unique id update an employee updates the details of an existing employee, allowing you to modify their information such as name, contact details, role, or other relevant employee data watch invoices triggers whenever a new invoice is created in your account, allowing you to automatically start workflows as soon as a new invoice is added watch lesson participants triggers whenever a new participant is added to a lesson, allowing you to automate actions whenever someone joins a lesson as a participant watch lessons triggers whenever a new lesson is added, allowing you to automatically respond or take action each time a lesson is created in your system watch payments triggers whenever a new payment is recorded, allowing you to automatically start workflows whenever a payment is received watch subjects triggers whenever 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 https //www make com/en/templates , 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 https //teachworks com/ https //intercom help/teachworks e2d272c6e669/en https //documenter getpostman com/view/10096149/swtabydd https //www make com/en/integrations/teachworks community