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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Child Student" in Teachworks.

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Zapier seamlessly connects Salesforce and Teachworks, automating your workflow.

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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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
Try It
New Other Event
Triggers when a new event is created.
Trigger
Polling
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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
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- 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 Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Cost Premium
Triggers when a new cost premium is created.
Trigger
Polling
Try It
New Availability
Triggers when a new availability is created.
Trigger
Polling
Try It
New Employee
Triggers when a new employee is created.
Trigger
Instant
Try It
New Lesson
Triggers when a new lesson is created.
Trigger
Polling
Try It
New Location
Triggers when a new location is created.
Trigger
Polling
Try It
New Package Balance Alert
Triggers when a low package balance alert is sent.
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created
Trigger
Instant
Try It
New Student
Triggers when a new student is created.
Trigger
Instant
Try It
New Wage Payment
Triggers when a new wage payment has been created.
Trigger
Instant
Try It
- 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

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CRM (Customer Relationship Management)

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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.