Batchbook Help & Support
What Batchbook Triggers and Actions are Supported?
- New Person - Triggered when you add a new person.
- New Company - Triggered when you add a new company.
- New User - Triggered when you add a new user.
- Create Person - Adds a new person.
- Create Company - Adds a new company.
How to Get Started with Batchbook
The first thing you'll need to do to get started with hooking up Batchbook with Zapier and hundreds of other services is to add your Batchbook Account to Zapier. Click to add a Batchbook account in your Zap.
Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.
You will then log into your Batchbook account to retrieve your API key.
To retrieve your API key, navigate to settings > integrations.
After retrieving your API key, enter it into the corresponding field in your Zap.
Entering your API key finishes the process! Your Batchbook account is now connected to Zapier.
Popular Things To Do With Batchbook
Common Problems with Batchbook
The Classic version of Batchbook isn't currently support on Zapier.
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