Square + Teachworks
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.
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 Customer
Triggers when a new customer (family or independent student) is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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New Cost Premium
Triggers when a new cost premium is created.
Try ItNew Availability
Triggers when a new availability is created.
Try ItNew Employee
Triggers when a new employee is created.
Try ItNew Lesson
Triggers when a new lesson is created.
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Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Try ItNew Customer
Triggers when a new customer (family or independent student) is created.
Try ItNew Invoice
Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
Try ItNew Lesson Participant
Triggers when a new lesson participant is created.
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