Agile CRM + Teachworks

Add new Agile CRM tags to contacts and create independent students in Teachworks

Efficiently manage your students and streamline administrative tasks with this Agile CRM-Teachworks integration. When a new tag is added to a contact in Agile CRM, this workflow will create an independent student in Teachworks. This automation helps you easily transition contacts into students, saving time and reducing manual data entry for your educational business.

When this happens...
New Tag to Contact
Triggers when a tag is added to contact in AgileCRM.
TriggerPolling
automatically do this!
Create Independent Student
Creates an Independent Student
ActionWrite

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Supported triggers and actions

- Track / MilestoneRequired
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket FilterRequired
Trigger
Polling
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- Tag NameRequired
Trigger
Polling
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- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
New Cost Premium
Triggers when a new cost premium is created.
Trigger
Polling
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New Availability
Triggers when a new availability is created.
Trigger
Polling
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New Employee
Triggers when a new employee is created.
Trigger
Instant
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New Lesson
Triggers when a new lesson is created.
Trigger
Polling
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New Location
Triggers when a new location is created.
Trigger
Polling
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New Package Balance Alert
Triggers when a low package balance alert is sent.
Trigger
Instant
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New Refund
Triggers when a new refund is created
Trigger
Instant
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New Student
Triggers when a new student is created.
Trigger
Instant
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New Wage Payment
Triggers when a new wage payment has been created.
Trigger
Instant
Try It
- Customer IDRequired
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Unviewed
- Send Welcome Email
- Enable User Account
- Student Groups
Action
Write
- Salutation
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Additional Notes
- Status
- Enable Email Lesson Reminders
- Email Lesson Notes
- SMS Lesson Reminders
- Unviewed
- Stripe ID
- Send Welcome Email
- Enable User Account
Action
Write
- Lesson nameRequired
- Description
- Teacher IDRequired
- Student ID(s)Required
- Service IDRequired
- Location IDRequired
- Number of Student Spaces
- Start date of the lessonRequired
- Start time of the lessonRequired
- End date of the lessonRequired
- End time of the lessonRequired
- Override Default Cost Calculation
- Override Method
- Custom Override Price
Action
Write
- Customer IDRequired
- Custom Field IDRequired
- Custom Field Value
Action
Write
- First Name
- Last Name
- Email
- Customer ID
- Student ID
- Sort Direction
Action
Search
- Employee ID
- First Name
- Last Name
- Email
- Sort Direction
Action
Search
- First Name
- Last Name
- Email
- Sort Direction
Action
Search
- Payment DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
Action
Search
- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Additional Notes
- Status
- Enable Email Lesson Reminders
- Email Lesson Notes
- SMS Lesson Reminders
- Unviewed
- Stripe ID
- Send Welcome Email
- Enable User Account
Action
Search or write
- DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
- Description
- Payment Method
Action
Search or write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Trigger
Instant
Try It
New Customer
Triggers when a new customer (family or independent student) is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
Trigger
Instant
Try It
New Lesson Participant
Triggers when a new lesson participant is created.
Trigger
Polling
Try It
New Other Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created
Trigger
Instant
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
New Unavailability
Triggers when a new unavailability is created.
Trigger
Polling
Try It
New Wage Tier
Triggers when a new wage tier is created.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Employee TypeRequired
- Include as Teacher
- Status
- Email
- Mobile Phone
- Home Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Additional Notes
- Birth Date
- Hire Date
- Position
- Bio
- Wage Type
- Employee Wage
- Wage Tier ID
- Work Wage Type
- Work Wage
- Default Calendar View
- Calendar Color By
- Calendar Color
- Subject IDs
- Enable Email Lesson Reminders
- Enable SMS Lesson Reminders
- Unviewed
- Send Welcome Email
- Enable User Account
- Permission - Other Teacher's Lessons
- Permission - Student Contact Info
- Permission - Calendar Events
- Permission - Lesson Cost
- Permission - Lesson Duration
- Permission - Send Lesson Notes
- Permission - Upload Files
- Permission - Staff
- Permission - Teachers
- Permission - Students & Families
- Permission - Accounting
- Permission - Payroll & Hours
- Permission - Services
- Permission - Locations & Vehicles
- Permission - Lesson Wage (Other's)
- Permission - Analytics Reports
- Permission - Tasks
- Permission - Account Settings
- Permission - Subscription
- Permission - Integrations Settings
- Permission - Send Emails
Action
Write
- Salutation
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing Method
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- SMS Lesson Reminders
- Lesson Notes Emails
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Student Groups
Action
Write
- Customer IDRequired
- DateRequired
- AmountRequired
- Description
- Payment Method
Action
Write
- Student IDRequired
- Custom Field IDRequired
- Custom Field Value
Action
Write
- First Name
- Last Name
- Email
- Customer ID
- Sort Direction
Action
Search
- First Name
- Last Name
- Email
- Sort Direction
Action
Search
- First Name
- Last Name
- Email
- Student ID
- Sort Direction
Action
Search
- First NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Student ID
- Sort Direction
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Unviewed
- Send Welcome Email
- Enable User Account
- Student Groups
Action
Search or write
- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing Method
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- SMS Lesson Reminders
- Lesson Notes Emails
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Student Groups
Action
Search or write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar apps

About Teachworks

Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students, schedules, billing and more.

Learn more

Related categories

Online Courses

Agile CRM + Teachworks

Add new Agile CRM tags to contacts and create independent students in Teachworks

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Add Event

Create Task

New Cost Premium

New Availability

New Employee

New Lesson

New Location

New Package Balance Alert

New Refund

New Student

New Wage Payment

Create Child Student

Create Family

Create Lesson

Update Customer Custom Field Values

Find Child Student

Find Employee

Find Independent Student (Full Details)

Find Payment

Find or Create Family

Find or Create Payment

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

Add Score to Contact

Create Company

Create Deal

Create Ticket

Create or Update Contact

Lesson Completed

New Customer

New Invoice

New Lesson Participant

New Other Event

New Payment

New Service

New Unavailability

New Wage Tier

Create Employee

Create Independent Student

Create Payment

Update Student Custom Field Values

Find Customer

Find Family

Find Independent Student (Student Details)

Find or Create Child Student

Find or Create Independent Student

About Agile CRM

Related categories

Similar apps

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Inbound Now

Zapier Forms

About Teachworks

Related categories