Webhooks by Zapier + Workbooks CRM Integrations
How to connect Webhooks by Zapier + Workbooks CRM
Zapier lets you send info between Webhooks by Zapier and Workbooks CRM automatically—no code required.
Popular Webhooks by Zapier + Workbooks CRM workflows
Update Workbooks CRM invoices when you receive QuickBooks Online payments
Update Workbooks CRM invoices when you receive QuickBooks Online paymentspremium
Do Even More with Webhooks by Zapier + Workbooks CRM
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Webhooks by Zapier + Workbooks CRM workflows do more for them.
Zapier users love adding QuickBooks Online to their workflows
Update Workbooks CRM invoices when you receive QuickBooks Online payments
Update Workbooks CRM invoices when you receive QuickBooks Online paymentspremium
- Retrieve PollPoll a URL and look for new entries.Trigger
- Catch Raw HookWait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.Trigger
- Catch HookWait for a new POST, PUT, or GET to a Zapier URL.Trigger
- Custom RequestFire off a custom request by providing raw details. Very flexible but unforgiving.Action
- GETFire off a single GET request with optional querystrings.Action
- POSTFire off a single POST request as a form or JSON.Action
- PUTFire off a single PUT request as a form or JSON.Action
- New CaseTriggers when a new case is created.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
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 Webhooks by Zapier + Workbooks CRM Integrations Work
- Step 1: Authenticate Webhooks by Zapier 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.
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