Integrate Teachworks with Retently

Trigger NPS/CSAT surveys after class completion or billing events, sync student and teacher profiles with Retently to maintain updated feedback records, and use survey responses to improve educational services and customer satisfaction.

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About Teachworks

Teachworks offers a system for managing educational operations, including teachers, students, schedules, and billing.

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Teachworks to Retently

1

New Cost Premium

Triggers when a new cost premium is created.
2

New Availability

Triggers when a new availability is created.
3

New Employee

Triggers when a new employee is created.
4

New Lesson

Triggers when a new lesson is created.
5

New Location

Triggers when a new location is created.
6

New Package Balance Alert

Triggers when a low package balance alert is sent.
7

New Refund

Triggers when a new refund is created.
8

New Student

Triggers when a new student is created.
9

New Wage Payment

Triggers when a new wage payment has been created.
10

Lesson Completed

Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
11

New Customer

Triggers when a new customer (family or independent student) is created.
12

New Invoice

Triggers when a new invoice is approved.
13

New Lesson Participant

Triggers when a new lesson participant is created.
14

New Other Event

Triggers when a new event is created.
15

New Payment

Triggers when a new payment is created.
16

New Service

Triggers when a new service is created.
17

New Unavailability

Triggers when a new unavailability is created.
18

New Wage Tier

Triggers when a new wage tier is created.
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Retently to Teachworks

1

Create Child Student

Creates a child student.
2

Create Family

Creates a family.
3

Create Lesson

Creates a lesson.
4

Update Customer Custom Field Values

Updates a customer's custom profile field values.
5

Find Child Student

Finds a child student.
6

Find Employee

Finds an employee.
7

Find Independent Student (Full Details)

Finds an independent student with full details.
8

Find Payment

Finds a payment.
9

Find or Create Family

Finds a family that matches on first name, last name and email address.
10

Find or Create Payment

Finds a payment.
11

Create Employee

Creates an employee.
12

Create Independent Student

Creates an independent student.
13

Create Payment

Creates a payment.
14

Update Student Custom Field Values

Updates a student's custom field values.
15

Find Customer

Finds a customer (family or independent student).
16

Find Family

Finds a family that matches on first name, last name and email address.
17

Find Independent Student (Student Details)

Finds an independent student with student details.
18

Find or Create Child Student

Finds a child student.
19

Find or Create Independent Student

Finds an independent student (customer details).

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