• Schedule It logoSchedule It logo
  • Workbooks CRM logoWorkbooks CRM logo

Schedule It + Workbooks CRM Integrations

How to connect Schedule It + Workbooks CRM

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  • Schedule It triggers, actions, and search
    New Event/Task
    Triggers when a new event or task is added to a resource you specify.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    Deleted Event/Task
    Triggers when an event or task is deleted from a resource you specify.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    New Resource Added to an Event/Task
    Triggers when a resource you specify is added to an event or task that was not tagged to it previously.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    Updated Event/Task
    Triggers when an event or task is updated in a resource you specify.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    New Resource
    Triggers when a new resource is added.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    Deleted Resource
    Triggers when a resource is deleted.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    Updated Resource
    Triggers when a resources details are updated.
    Trigger
    Instant
  • Schedule It triggers, actions, and search
    Create Event
    Creates a new event in the schedule of a resource you specify.
    Action
    Write
  • Schedule It

    Creates a new resource in a group you specify.

    Scheduled

    Action

  • Schedule It

    Creates a new task in the schedule of a resource you specify.

    Scheduled

    Action

  • Schedule It

    Delete an existing event/task.

    Scheduled

    Action

  • Schedule It

    Updates an existing event/task.

    Scheduled

    Action

  • Schedule It

    Updates an existing resource.

    Scheduled

    Action

  • Schedule It

    Find an existing event/task.

    Scheduled

    Action

  • Schedule It

    Find an existing resource.

    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 Schedule It + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Schedule It and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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schedule-it logo

About Schedule It

Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

Related categories

workbooks logo
workbooks logo

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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