bexio + Teachworks
bexio + Teachworks
bexio + Teachworks integrations
Create manual entries in bexio for new invoices in Teachworks
This workflow instantly records new invoices from Teachworks in your bexio account as manual entries. No longer will you need to manually copy data across the two platforms, saving you time and reducing the risk of errors. Make invoice tracking and data management in your bexio and Teachworks systems more efficient and accurate with this automated process.
- When this happens...
New InvoiceTriggers when a new invoice is approved (ie. created or updated with status set to "Approved")TriggerInstant - automatically do this!
Create Manual EntryCreates a manual entry in accounting.ActionWrite
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New Cost PremiumTriggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Availability
Triggers when a new availability is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lesson
Triggers when a new lesson is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Package Balance Alert
Triggers when a low package balance alert is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a new refund is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Student
Triggers when a new student is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Wage Payment
Triggers when a new wage payment has been created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Custom Field IDRequired
- Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Customer ID
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee ID
- First Name
- Last Name
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Payment DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
- Description
- Payment Method
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New/Updated PersonTriggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- State of Project
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- Debit Account Numbers (line item support)Required
- Credit Account Numbers (line item support)Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Last NameRequired
- First NameRequired
- Number
- Birthday
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File to uploadRequired
- FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifier For Existing CompanyRequired
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- E-Mail
- Number
- Phone
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- API Reference
- Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer (family or independent student) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lesson Participant
Triggers when a new lesson participant is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Other Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Unavailability
Triggers when a new unavailability is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Wage Tier
Triggers when a new wage tier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- DateRequired
- AmountRequired
- Description
- Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Student IDRequired
- Custom Field IDRequired
- Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Customer ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Status of Order
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Status of Quote
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifier For Existing PeopleRequired
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Recipient MailRequired
- SubjectRequired
- MessageRequired
- Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project TypeRequired
- Project StateRequired
- Company or PersonRequired
- Company Contact Person
- Start Date
- End Date
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillableRequired
- Business ActivityRequired
- Company or Person
- Company Contact Person
- Project
- Status
- TypeRequired
- Date
- Duration
- Start Time
- End Time
- Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order Number
- API Reference
- Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number
- API Reference
- Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Last NameRequired
- First NameRequired
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students, schedules, billing and more.
Related categories