Loading

Tookan + Workbooks CRM Integrations

How to connect Tookan + Workbooks CRM

Zapier lets you send info between Tookan and Workbooks CRM automatically—no code required.

When this happens...
automatically do this!

Supported triggers and actions

What does this mean?
  • Tookan triggers, actions, and search
    Create an Appointment Task
    Creates an Appointment Task.
    Action
    Write
  • Tookan triggers, actions, and search
    Create a Delivery Task
    Creates a new Delivery Task.
    Action
    Write
  • Tookan triggers, actions, and search
    Create an FOS Workflow Task
    Creates an FOS workflow Task.
    Action
    Write
  • Tookan triggers, actions, and search
    Create a Pick Up Task
    Creates a new Pick Up Task.
    Action
    Write
  • Tookan triggers, actions, and search
    Create a Pick and Delivery Task
    Creates a Pick and Delivery Task.
    Action
    Write
  • Workbooks CRM triggers, actions, and search
    New Case
    Triggers when a new case is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Organisation
    Triggers when a new organisation is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    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 Tookan + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Tookan 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.
Connect apps
tookan logo
tookan logo
tookan logo

About Tookan

Schedule, dispatch and track your fleet with an intuitive & powerful on-demand delivery management platform.

Related categories

  • Scheduling & Booking
workbooks logo
workbooks logo
workbooks logo

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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service