Add new Facebook Lead Ad leads as new people in Workbooks CRM
Facebook Lead Ads + Workbooks CRM
Workbooks CRM Integrations
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Copy new posted invoices from Workbooks CRM to Xero
Workbooks CRM + Xero
Add tasks for new or existing leads in Workbooks CRM when new attendees register for an event on Eventbrite
Eventbrite + Workbooks CRM
Create survey responses from SurveyMonkey as tasks in Workbooks CRM
SurveyMonkey + Workbooks CRM
Create QuickBooks Online invoices from posted Workbooks invoices
Workbooks CRM + QuickBooks Online
The following Workbooks CRM Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
InstantNew Case
Triggers when a new case is created.
InstantNew Person
Triggers when a new person is created.
InstantPosted Credit Note
Triggers when a credit note is posted.
InstantNew Organisation
Triggers when a new organisation is created.
InstantNew Sales Lead
Triggers when a new sales lead is created.
InstantPosted Invoice
Triggers when an invoice is complete and its status posted.
Actions
Create Marketing Campaign Member
Adds a new member to a Marketing Campaign.
Create Case
Creates a new case.
Create Organisation
Creates a new organisation.
Create Sales Lead
Creates a new sales lead.
Update Marketing Campaign Member
Update an existing member of a Marketing Campaign.
Create Marketing Campaign Status
Adds a new status to a Marketing Campaign.
Create Marketing Campaign
Creates a new Marketing Campaign.
Create Person
Creates a new person.
Create Task
Creates a new task.
Searches
Find a Marketing Campaign
Find a marketing campaign.
Find a Marketing Campaign Status
Find a marketing campaign status.
Find a Person
Find a person.
Find or Create a Marketing Campaign
Finds or creates a specific find marketing campaign.
Find or Create a Marketing Campaign Status
Finds or creates a specific find marketing campaign status.
Find or Create a Person
Finds or creates a specific find person.
Find a Marketing Campaign Member
Find a marketing campaign member.
Find an Organisation
Find an organisation.
Find a Sales Lead
Find a sales lead.
Find or Create a Marketing Campaign Member
Finds or creates a specific find marketing campaign member.
Find or Create an Organisation
Finds or creates a specific find organisation.
Find or Create a Sales Lead
Finds or creates a specific find sales lead.