Connect Teachworks to Birdeye and automate any workflow
![Teachworks](https://zapier-images.imgix.net/storage/developer_cli/e9288acbd6f77f0495fe0f25907fdf50.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Teachworks](https://zapier-images.imgix.net/storage/developer_cli/e9288acbd6f77f0495fe0f25907fdf50.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Birdeye](https://zapier-images.imgix.net/storage/services/f023cbd94eb42e7ef5f363ad5faa4cf1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Birdeye](https://zapier-images.imgix.net/storage/services/f023cbd94eb42e7ef5f363ad5faa4cf1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Teachworks with Birdeye - no code necessary. See how you can get setup in minutes.
Select a trigger from Teachworks
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Birdeye
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Teachworks to Birdeye
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Teachworks and Birdeye to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Teachworks and Birdeye to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 Cost Premium
Triggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Availability
Triggers when a new availability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New 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
- Country
- Additional Notes
- Status
- Lesson Reminder Emails
- Lesson Notes Emails
- 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 NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First NameRequired
- Last NameRequired
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Additional Notes
- Status
- Lesson Reminder Emails
- Lesson Notes Emails
- 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 found- DateRequired
- 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- New Refund
Triggers when a new refund is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a new payment is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- Email
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- Email
- PhoneRequired
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference ID
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - New Other Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - New Unavailability
Triggers when a new unavailability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Wage Tier
Triggers when a new wage tier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First 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
- Lesson Reminder Emails
- 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
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- 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.- 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 NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First 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 found- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- 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 found- New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Business IdRequired
- First NameRequired
- Last Name
- Customer Email
- PhoneRequired
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NumberRequired
- Customer IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NumberRequired
- Appointment IdRequired
- Action
- Start TimeRequired
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- Email
- PhoneRequired
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.