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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.

You’re connected!

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
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  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
- 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
- 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
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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
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New Service
Triggers when a new service is created.
Trigger
Polling
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New Unavailability
Triggers when a new unavailability is created.
Trigger
Polling
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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
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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
- 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
- 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
- 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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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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About Salesforce

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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.