Email by Zapier + Workbooks CRM
Post invoices in Workbooks CRM and trigger outbound emails via Email by Zapier
Optimize your email response time by setting up this automation between Workbooks CRM and Email by Zapier. Each time a new invoice is posted in Workbooks CRM, an outbound email is promptly sent from Email by Zapier, helping improve your customer communication and streamline your billing process. No manual intervention required, letting you focus more on your core business operations.
Optimize your email response time by setting up this automation between Workbooks CRM and Email by Zapier. Each time a new invoice is posted in Workbooks CRM, an outbound email is promptly sent from Email by Zapier, helping improve your customer communication and streamline your billing process. No manual intervention required, letting you focus more on your core business operations.
- When this happens...Posted Invoice
Triggers when an invoice is complete and its status posted.
- automatically do this!Send Outbound Email
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
- Free forever for core features
- 14 day trial for premium features & apps
New Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
Try ItLookup nameRequired
Value
Value list
Default value
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
Try ItMarketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
