Create integrations between Keap Max Classic and Teachworks to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Keap Max Classic and Teachworks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Action Set/Sequence
How to check for duplicates
Opt-in
First Name
Last Name
Tag Names
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
From Address
To Address
CC Addresses
BCC Addresses
Content Type
Subject
HTML Body
Text Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Product
Subscription Plan
Promo Code
Lead AffiliateRequired
Sale AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Email
Action Set/Sequence
How to check for duplicates
Opt-in
First Name
Last Name
Tag Names
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Cost Premium
Triggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Availability
Triggers when a new availability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew 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 ZapScheduledZapier checks for new data every 15 min on the Free planNew Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew 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 appEmployee ID
First Name
Last Name
Email
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment DateRequired
Customer IDRequired
AmountRequired
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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 foundDateRequired
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
New Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
EmailRequired
Action Set/Sequence
How to check for duplicates
Opt-in
First Name
Last Name
Tag Names
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLesson 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 ZapScheduledZapier checks for new data every 15 min on the Free planNew Other Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew 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 ZapScheduledZapier checks for new data every 15 min on the Free planNew Unavailability
Triggers when a new unavailability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Wage Tier
Triggers when a new wage tier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst 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 appFirst Name
Last Name
Email
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Student ID
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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 foundFirst 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