Workbooks CRM Integrations

Name: Zapier
Availability: InStock

Put Workbooks CRM to work with AI and enterprise-grade automation

Automate smarter with Workbooks CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Spotler UK

Marketing Automation

Onlive

Event Management

Xero

Accounting

Eventbrite

Event Management

Wix

Website Builders

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Jotform

Forms & Surveys

Spotler UK

Marketing Automation

Onlive

Event Management

Xero

Accounting

Eventbrite

Event Management

Wix

Website Builders

Jotform

Forms & Surveys

Spotler UK

Marketing Automation

Onlive

Event Management

Xero

Accounting

Eventbrite

Event Management

Wix

Website Builders

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Copy new posted invoices from Workbooks CRM to Xero
Premium
Details
Try it
Workbooks CRM + Xero
Add new Facebook Lead Ad leads as new people in Workbooks CRM
Premium
Details
Try it
Facebook Lead Ads + Workbooks CRM
Create survey responses from SurveyMonkey as tasks in Workbooks CRM
Details
Try it
SurveyMonkey + Workbooks CRM
Create new Cases in Workbooks CRM when new JIRA Issues are raised
Details
Try it
Jira Software Server + Workbooks CRM
Create new Basecamp Projects when new cases are raised in Workbooks CRM
Details
Try it
Workbooks CRM + Basecamp
Create Google Drive folders for new cases on Workbooks CRM
Details
Try it
Workbooks CRM + Google Drive

Copy new posted invoices from Workbooks CRM to Xero

Details

Try it

Workbooks CRM + Xero

Add new Facebook Lead Ad leads as new people in Workbooks CRM

Details

Try it

Facebook Lead Ads + Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

Details

Try it

SurveyMonkey + Workbooks CRM

Create new Cases in Workbooks CRM when new JIRA Issues are raised

Details

Try it

Jira Software Server + Workbooks CRM

Create new Basecamp Projects when new cases are raised in Workbooks CRM

Details

Try it

Workbooks CRM + Basecamp

Create Google Drive folders for new cases on Workbooks CRM

Details

Try it

Workbooks CRM + Google Drive

Create tasks in Workbooks CRM when new payments are received in Xero

Details

Try it

Xero + Workbooks CRM

Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

Details

Try it

Wufoo + Workbooks CRM

Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events

Details

Try it

Eventbrite + Workbooks CRM

Create JIRA issues when new cases are created in Workbooks

Details

Try it

Workbooks CRM + Jira Software Server

Create tasks in Workbooks when new credit notes are posted

Details

Try it

Workbooks CRM

Add new Facebook Ad Leads to Workbooks CRM

Details

Try it

Facebook Lead Ads + Workbooks CRM

Create tasks in Workbooks CRM when new payments are received in Xero
Premium
Details
Try it
Xero + Workbooks CRM
Create new Sales Leads in Workbooks CRM from Wufoo Form Entries
Details
Try it
Wufoo + Workbooks CRM
Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events
Details
Try it
Eventbrite + Workbooks CRM
Create JIRA issues when new cases are created in Workbooks
Details
Try it
Workbooks CRM + Jira Software Server
Create tasks in Workbooks when new credit notes are posted
Details
Try it
Workbooks CRM
Add new Facebook Ad Leads to Workbooks CRM
Premium
Details
Try it
Facebook Lead Ads + Workbooks CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup name
  Required
- Value
- Value list
- Default value
Action
Write
- Marketing Campaign
  Required
- Status
  Required
Action
Write

- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Product
- Line Description
- Quantity
  Required
- Unit price (document currency)
  Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write

- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Subject
  Required
- Due Date
- Completed Date
- Assigned To
  Required
- Type
  Required
- Status
  Required
- Priority
  Required
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- Id
  Required
- Lock Version
  Required
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Person Name
- Assigned To
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- Status
  Required
- Marketing Campaign
  Required
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Search or write

New Organisation
Triggers when a new organisation is created.
Trigger
Instant
Try It
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Try It
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Write
- Summary
  Required
- Assigned To
  Required
- Status
  Required
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Write
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Id
  Required
- Lock Version
  Required
- Member's Name
  Required
- Status
Action
Write
- Id
  Required
- Lock Version
  Required
- Organisation Name
- Assigned To
- Category
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Lead Person's Name
- Assigned To
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Search or write
- Status
  Required
- Marketing Campaign
  Required
- External Reference
- Marketing Campaign
  Required
- Status
  Required
Action
Search or write
- Organisation Name
- Website
- Object Reference
- External Reference
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Search or write

Workbooks CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Workbooks CRM

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Workbooks CRM Integrations

Put Workbooks CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Copy new posted invoices from Workbooks CRM to Xero

Add new Facebook Lead Ad leads as new people in Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

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 Google Drive folders for new cases on Workbooks CRM

Copy new posted invoices from Workbooks CRM to Xero

Add new Facebook Lead Ad leads as new people in Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

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 Google Drive folders for new cases on Workbooks CRM

Create tasks in Workbooks CRM when new payments are received in Xero

Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events

Create JIRA issues when new cases are created in Workbooks

Create tasks in Workbooks when new credit notes are posted

Add new Facebook Ad Leads to Workbooks CRM

Create tasks in Workbooks CRM when new payments are received in Xero

Create new Sales Leads in Workbooks CRM from Wufoo Form Entries

Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events

Create JIRA issues when new cases are created in Workbooks

Create tasks in Workbooks when new credit notes are posted

Add new Facebook Ad Leads to Workbooks CRM

Supported triggers and actions