Evenium + Workbooks CRM Integrations

How to connect Evenium + Workbooks CRM

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Supported triggers and actions

What does this mean?

New Event
Triggers when you create an event.
Trigger
Scheduled
New Participant on Event
Triggers when a new participant is added to your event.
Trigger
Scheduled
New & Updated Ticket on Event
Triggers when a new ticket is ordered or updated on your event.
Trigger
Scheduled
Create Event
Creates an event.
Action
Write
Add Participant to Event
Adds a participant to your event.
Action
Write

New Case
Triggers when a new case is created.
Trigger
Instant
New Organisation
Triggers when a new organisation is created.
Trigger
Instant

New Person
Triggers when a new person is created.
Trigger
Instant

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
Adds a new member to a Marketing Campaign.
Scheduled
Action
Workbooks CRM
Adds a new 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 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
Find a marketing campaign.
Scheduled
Action
Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
Workbooks CRM
Find a marketing campaign status.
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
Finds or creates a specific find marketing campaign.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find marketing campaign member.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find marketing campaign status.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find organisation.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find person.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find sales lead.
Scheduled
Action

How Evenium + Workbooks CRM Integrations Work

Step 1: Authenticate Evenium 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.

Connect apps

Connect Evenium + Workbooks CRM

About Evenium

Evenium is a comprehensive solution for managing professional events. Evenium .NET handles registration, while OnSite takes care of entry management. ConnexMe, our mobile event app, provides interactive tools to your attendees and meetings.

Related categories

Event Management

About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Related categories

Website Builders

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