Workbooks CRM Integrations
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Popular ways to use Workbooks CRM workflows
Add new Facebook Lead Ad leads as new people in Workbooks CRM
Add new Facebook Lead Ad leads as new people in Workbooks CRMPremiumCopy new posted invoices from Workbooks CRM to Xero
Copy new posted invoices from Workbooks CRM to XeroPremium- Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events
Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events
- Create survey responses from SurveyMonkey as tasks in Workbooks CRM
Create survey responses from SurveyMonkey as tasks in Workbooks CRM
Create QuickBooks Online invoices from posted Workbooks invoices
Create QuickBooks Online invoices from posted Workbooks invoicesPremium- Create new Cases in Workbooks CRM when new JIRA Issues are raised
Create new Cases in Workbooks CRM when new JIRA Issues are raised
- Create new Basecamp Projects when new cases are raised in Workbooks CRM
Create new Basecamp Projects when new cases are raised in Workbooks CRM
- Create Google Drive folders for new cases on Workbooks CRM
Create Google Drive folders for new cases on Workbooks CRM
- New CaseTriggers when a new case is created.Trigger
- New OrganisationTriggers when a new organisation is created.Trigger
- New PersonTriggers when a new person is created.Trigger
- New Sales LeadTriggers when a new sales lead is created.Trigger
- Posted Credit NoteTriggers when a credit note is posted.Trigger
- Posted InvoiceTriggers when an invoice is complete and its status posted.Trigger
- Perform Dynamic LookupLooks up values using a Dynamic Lookup Item.Action
- Create Marketing Campaign MemberAdds a new member to a Marketing Campaign.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
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