Create integrations between Salesmate 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 Salesmate 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 User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Module NameRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Activity
Creates a new Activity, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Company IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Deal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create a Company
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create a Deal
x
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
New De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdate Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a new Deal, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create an Activity
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or create a contact
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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