Create integrations between IDX Leads and Workbooks CRM to automate any workflow
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 your tools and unlock the power of automation
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.
New Lead
Triggers when a new lead is created.
Try ItNew 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.
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EmailRequired
First NameRequired
Last Name
Secondary Email
Lead Password
Lead City
State or Province
Country
Zip Code
Phone
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 It