Create integrations between Bullhorn CRM and Workbooks CRM to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Bullhorn CRM and Workbooks CRM 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
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With Zapier's 6,000 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.
EmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DescriptionRequired
Contact Email
Contact Name
Corporation
Correlated Custom Date 1
Correlated Custom Date 2
Correlated Custom Date 3
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text 10
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Corporation
Contact Email
Contact Name
Actual Close Date
Assigned Date
Benefits
Bonus Package
Branch Code
Campaign Source
Committed
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 10
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Cost Center
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 2
Custom Text 20
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Deal Value
Degree List
Description
Education Degree
Effective Date
Estimated Duration
Estimated End Date
Estimated Hours Per Week
Estimated Start Date
Expected Bill Rate
Expected Close Date
Expected Fee
Expected Pay Rate
Egnore Until Date
Is Deleted
Is Open
Mark Up Percentage
Num Openings
On Site
Options Package
Priority
Public Description
Published Zip
Reason Closed
Salary
Salary Unit
Skill List
Source
Status
Type
Weighted Deal Value
Will Relocate
Win Probability Percent
Years Required
Id
Email Blueprint Company Name
Owner Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.Get Candidate
Get data of a specific candidate based on Candidate ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Case
Triggers when a new case is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lookup nameRequired
Value
Value list
Default value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Marketing CampaignRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Product
Line Description
QuantityRequired
Unit price (document currency)Required
Additional Discount 1 %
Additional Discount 2 %
Delivery Country
Delivery County/State
Delivery date
Delivery Postcode/Zipcode
Delivery Street Address
Delivery Town or City
Discount given (document currency)
Discount given (home currency)
Display order
Document currency
End Date
Event
External Reference
Gross (document currency)
Gross (home currency)
Home currency
Location
Net (document currency)
Net (home currency)
Parent Line Item
Price Discount %
Pricing scheme
Sales tax (document currency)
Sales tax (home currency)
Sales tax code
Sales tax ruleset
Start Date
Status
Supply scheme
Tax adjustment (document currency)
Tax adjustment (home currency)
Total cost (document currency)
Total cost (home currency)
Unit cost (document currency)
Unit cost (home currency)
Unit price (home currency)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Person NameRequired
Assigned ToRequired
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Due Date
Completed Date
Assigned ToRequired
TypeRequired
StatusRequired
PriorityRequired
Primary Contact ID
Primary Contact Type
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Customer Order Name
Assigned to
Document Currency
Customer Order Date
Status
Tax point date
Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Title
Person Name
Assigned To
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign Name
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
Marketing CampaignRequired
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganisation Name
Website
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Organisation Name
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appMember's Name
Party or Lead Id
Party or Lead Type
External Reference
EmailRequired
Marketing CampaignRequired
Marketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Order Name
External Reference
Object Reference
Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Accounting period ID
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 Name
Last Name
Email
Employer
Object Reference
External Reference
Title
Person NameRequired
Assigned ToRequired
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
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
Tearsheet NameRequired
Person TypeRequired
Fields to LookupRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFederal Filing Status
First Name
Last Name
Email
Username
Is Day Light Savings
Salary
Middle Name
Company Name
Travel Limit
Day Rate
Date Available
Date of Birth
Day Rate Low
Fax 3
Fax 2
Name Prefix
Custom Text 12
Custom Text 11
Custom Text 10
Pager
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Float 3
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Custom Text 20
Ethnicity
Custom Text Block 1
Comments
Custom Float 2
Custom Text Block 2
Custom Float 1
Name Suffix
Phone
Custom Date 1
Custom Int 1
Custom Date 2
Custom Date 3
Custom Int 3
Custom Int 2
Social Security Number (SSN)
Phone 2
Phone 3
LocalAddtionalWitholdingsAmount
Description
Gender
Employee Type
Occupation
Hourly Rate
Fax
Status
Tax State
Company URL
Owner Name
StateAddtionalWitholdingsAmount
Date Available End
Work Phone
Hourly Rate Low
Custom Text 7
Custom Text 6
Custom Text 9
Custom Text 8
Custom Text 3
Custom Text 2
Preferred Contact
Custom Text 5
Custom Text 4
Custom Text 1
Email 2
Email 3
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Id
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
CommentsRequired
Personal Reference EmailRequired
Owner Name
Date Added
Minutes Spent
Personal Reference Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Description
Date Begin
Date End
Date Completed
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Candidate by ID
This action requires Swimlane Number and Corp Token which can be provided by a Bullhorn Customer Specialist, and Candidate ID which can be obtained from New Candidate and Updated Candidate triggers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Candidate ID
Fields to LookupRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Marketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Assigned ToRequired
StatusRequired
Description
Contact
Contact Email
Contact Telephone
Priority
Product Category
Resolution Status
Resolution Description
Source
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organisation NameRequired
Assigned ToRequired
Category
Industry
Website
Telephone
Fax
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Campaign
Source
VAT Number
Number of Employees
Preferred Language
Special Requirements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Lead Person's NameRequired
Assigned ToRequired
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Organisation Name
Assigned To
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Title
Lead Person's Name
Assigned To
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member's Name
Party or Lead Id
Party or Lead Type
External Reference
EmailRequired
Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Order Name
External Reference
Object Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Employer
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Name
Object Reference
External Reference
NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatusRequired
Marketing CampaignRequired
External Reference
Marketing CampaignRequired
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganisation Name
Website
Object Reference
External Reference
Organisation NameRequired
Assigned ToRequired
Category
Industry
Telephone
Fax
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Campaign
Source
VAT Number
Number of Employees
Preferred Language
Special Requirements
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 Name
Last Name
Email
Organisation Name
Object Reference
External Reference
Title
Lead Person's NameRequired
Assigned ToRequired
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Rating
Source
Status
Campaign
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