Square + Teachworks

Square + Teachworks integrations

Add new Teachworks customers to Square as new customers

Easily manage your customer data between Teachworks and Square by setting up this seamless workflow. When you add a new customer in Teachworks, this automation will create a customer in Square, ensuring your customer information is always up-to-date and organized across both platforms. Save time and maintain consistency, so you can focus on providing excellent service for your clientele.

When this happens...
New CustomerTriggers when a new customer (family or independent student) is created.
TriggerInstant
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Create CustomerTriggers when a new customer is created.
ActionWrite

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More things you can do with Teachworks and Square

Discover other triggers and actions you can use with Teachworks and Square

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
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- Customer ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing Method
  Required
- 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 Name
  Required
- Last Name
  Required
- 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 name
  Required
- Description
- Teacher ID
  Required
- Student ID(s)
  Required
- Service ID
  Required
- Location ID
  Required
- Number of Student Spaces
- Start date of the lesson
  Required
- Start time of the lesson
  Required
- End date of the lesson
  Required
- End time of the lesson
  Required
- Override Default Cost Calculation
- Override Method
- Custom Override Price
Action
Write
- Customer ID
  Required
- Custom Field ID
  Required
- 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 Date
  Required
- Customer ID
  Required
- Amount
  Required
- Sort Direction
Action
Search
- First Name
  Required
- Last Name
  Required
- 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
- Date
  Required
- Customer ID
  Required
- Amount
  Required
- Sort Direction
- Description
- Payment Method
Action
Search or write
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Trigger
Instant
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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
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New Lesson Participant
Triggers when a new lesson participant is created.
Trigger
Polling
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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 Name
  Required
- Last Name
  Required
- Employee Type
  Required
- 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 Name
  Required
- Last Name
  Required
- 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 ID
  Required
- Date
  Required
- Amount
  Required
- Description
- Payment Method
Action
Write
- Student ID
  Required
- Custom Field ID
  Required
- 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 Name
  Required
- Last Name
  Required
- Email
- Customer ID
  Required
- Student ID
- Sort Direction
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing Method
  Required
- 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 Name
  Required
- Last Name
  Required
- 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
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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About Teachworks

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

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