Microsoft Outlook + Teachworks
Create contacts in Microsoft Outlook for new customers in Teachworks
Connect Teachworks and Microsoft Outlook for an efficient workflow. When a new customer joins Teachworks, this automation immediately sets up a contact for them in your Microsoft Outlook. This ensures you always have your clientele's information on hand, saving you time and resources while keeping your digital address book up to date. Simplify your client-management process with this seamless integration.
Connect Teachworks and Microsoft Outlook for an efficient workflow. When a new customer joins Teachworks, this automation immediately sets up a contact for them in your Microsoft Outlook. This ensures you always have your clientele's information on hand, saving you time and resources while keeping your digital address book up to date. Simplify your client-management process with this seamless integration.
- When this happens...
New CustomerTriggers when a new customer (family or independent student) is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Cost Premium
Triggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
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
Lesson 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Outlook
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