Circuit + Workbooks CRM Integrations
How to connect Circuit + Workbooks CRM
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New ConversationTriggers when a new conversation is created with you.Trigger- Incoming CallTriggers when a call is received.Trigger
- New MentionTriggers when someone mentions you in a post.Trigger
- New PostTriggers when a new post is received in any of your conversations.Trigger
- New Post in a Specified ConversationTriggers when a new post is received in a specific conversation.Trigger
- Presence ChangeTriggers when a presence is changed.Trigger
- Add ParticipantsCreate a new list of participants to add to a conversationAction
- Start 1-To-1 ConversationCreate a new 1-to-1 conversation or returns the existing one.Action
- Circuit
Create a new group conversation.
Scheduled
Action
- Circuit
Create a new topic with your user account.
Scheduled
Action
- Circuit
Creates a new reply to a topic with your user account.
Scheduled
Action
- Circuit
Create a new list of participants to remove from a conversation
Scheduled
Action
- Circuit
Sets a new presence
Scheduled
Action
- Circuit
Find a conversation.
Scheduled
Action
- Circuit
Find an item by ID.
Scheduled
Action
- Circuit
Find a user by email or name.
Scheduled
Action
- Circuit
Find a user by ID.
Scheduled
Action
- Workbooks CRM
Triggers when a new case is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new organisation is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new person is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new sales lead is created.
Instant
Trigger
- Workbooks CRM
Triggers when a credit note is posted.
Instant
Trigger
- Workbooks CRM
Triggers when an invoice is complete and its status posted.
Instant
Trigger
- Workbooks CRM
Looks up values using a Dynamic Lookup Item.
Scheduled
Action
- Workbooks CRM
Adds a new member to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Adds a new member status to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new case.
Scheduled
Action
- Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new Customer Order
Scheduled
Action
- Workbooks CRM
Creates a new Customer Order and Line Items
Scheduled
Action
- Workbooks CRM
Creates a new organisation.
Scheduled
Action
- Workbooks CRM
Creates a new Person.
Scheduled
Action
- Workbooks CRM
Creates a new sales lead.
Scheduled
Action
- Workbooks CRM
Creates a new task.
Scheduled
Action
- Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Updates a customer order which has previously been found with a Find Customer Order step.
Scheduled
Action
- Workbooks CRM
Update an existing Organisation.
Scheduled
Action
- Workbooks CRM
Update an existing Person.
Scheduled
Action
- Workbooks CRM
Update an existing Sales Lead.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member status.
Scheduled
Action
- Workbooks CRM
Finds a customer order.
Scheduled
Action
- Workbooks CRM
Find an organisation.
Scheduled
Action
- Workbooks CRM
Find a person.
Scheduled
Action
- Workbooks CRM
Find a sales lead.
Scheduled
Action
- Workbooks CRM
Find or Create a Marketing Campaign
Scheduled
Action
- Workbooks CRM
Find or Create a Marketing Campaign Member
Scheduled
Action
- Workbooks CRM
Find or Create a Marketing Campaign Member Status
Scheduled
Action
- Workbooks CRM
Find or Create an Order
Scheduled
Action
- Workbooks CRM
Find or Create an Organisation
Scheduled
Action
- Workbooks CRM
Find or Create a Person
Scheduled
Action
- Workbooks CRM
Find or Create a Sales Lead
Scheduled
Action
How Circuit + Workbooks CRM Integrations Work
- Step 1: Authenticate Circuit and Workbooks CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Circuit
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About Workbooks CRM
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