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Student and Customer operations in Teachworks

Overview

This node allows you to create a new "Family Student" record in Teachworks, an education management platform. It is designed for scenarios where you need to programmatically add student profiles associated with a family (customer) into your Teachworks account. This is particularly useful for automating onboarding processes, syncing data from other systems, or batch-creating students as part of workflow automation.

Example use cases:

  • Automatically adding new students when a family signs up via a web form.
  • Migrating student data from another system into Teachworks.
  • Integrating CRM or registration tools with Teachworks to keep student records up-to-date.

Properties

Name Meaning
First Name The student's first name. (Required)
Last Name The student's last name. (Required)
Family Customer ID The unique identifier of the family (customer) this student belongs to.
Email The student's primary email address.
Additional Email An additional email address for the student.
Home Phone The student's home phone number.
Work Phone The student's work phone number.
Mobile Phone The student's mobile phone number.
Additional Notes Any extra notes about the student.
Status The current status of the student. Options: Active, Inactive, Prospective. Default: Active.
School The school the student attends.
Grade The student's grade level.
Calendar color Color code for the student's calendar events.
Birthdate The student's date of birth.
Start date The date the student started.
Billing method How billing is handled for this student. Options: Service List Cost, Student Cost, Package, Flat Fee. Default: Service List Cost.
Student cost Custom cost for the student (if applicable).
Cost premium ID Identifier for any cost premium applied to the student.
Discount rate Discount rate (%) applied to the student.
Email Lesson Reminders Whether to send lesson reminders by email. (true/false)
Email Lesson Notes Whether to send lesson notes by email. (true/false)
SMS Lesson Reminders Whether to send lesson reminders by SMS. (true/false)
Default Location ID The default location ID for the student.
Unviewed Marks the student as unviewed. (true/false)

Output

The node returns a JSON object representing the newly created student. The structure typically includes all submitted fields and may also include additional metadata assigned by Teachworks, such as:

{
  "id": 12345,
  "first_name": "John",
  "last_name": "Doe",
  "customer_id": "67890",
  "email": "john.doe@example.com",
  // ...other fields as provided in input...
  "created_at": "2024-06-01T12:34:56Z",
  "updated_at": "2024-06-01T12:34:56Z"
}

Note: The exact output fields depend on the Teachworks API response.

Dependencies

  • Teachworks API: Requires access to a Teachworks account with API enabled.
  • API Key: You must configure n8n credentials for "teachworksApi".
  • n8n Configuration: No special environment variables are required beyond standard credential setup.

Troubleshooting

Common Issues:

  • Missing Required Fields: If "First Name" or "Last Name" is not provided, the node will fail.
  • Invalid Customer ID: Providing a non-existent or incorrect "Family Customer ID" will result in an error from Teachworks.
  • Authentication Errors: Incorrect or missing API credentials will cause authentication failures.

Error Messages & Resolutions:

  • "Missing required property: first_name" or "last_name": Ensure both names are filled in.
  • "Invalid customer_id": Double-check the Family Customer ID exists in Teachworks.
  • "401 Unauthorized": Verify that your Teachworks API credentials are correctly set up in n8n.

Links and References

Discussion