Teachworks + Xero
Create sales invoices in Xero from new Teachworks invoices
Are you managing your books with Xero and need your Teachworks Invoices transferred to Xero? Use this integration to make the two systems work together automatically. Every time you create new invoices in Teachworks, sales invoices are created in Xero.
Are you managing your books with Xero and need your Teachworks Invoices transferred to Xero? Use this integration to make the two systems work together automatically. Every time you create new invoices in Teachworks, sales invoices are created in Xero.
- When this happens...
New InvoiceTriggers when a new invoice is approved (ie. created or updated with status set to "Approved")
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 foundOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 foundOrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
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
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