Workbooks CRM Integrations
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Add tasks for new or existing leads in Workbooks CRM when new attendees register for Eventbrite events
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.
Try ItTriggerInstant - New Person
Triggers when a new person is created.
Try ItTriggerInstant - Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerInstant - Lookup nameRequired
- Value
- Value list
- Default value
ActionWrite
- New Organisation
Triggers when a new organisation is created.
Try ItTriggerInstant - New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerInstant - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerInstant - Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionWrite
Workbooks CRM Help & Support
Common questions
Related categories