Workbooks CRM Integrations

CRM (Customer Relationship Management)

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Facebook Lead Ads

Ads & Conversion

Xero

Accounting

QuickBooks Online

Accounting

Formatter by Zapier

Documents, Zapier

Onlive

Event Management

Webhooks by Zapier

Developer Tools, Zapier

LinkedIn Ads

Ads & Conversion, Microsoft

Microsoft Outlook

Calendar, Email, Microsoft

Eventbrite

Event Management

Facebook Lead Ads

Ads & Conversion

Xero

Accounting

QuickBooks Online

Accounting

Formatter by Zapier

Documents, Zapier

Onlive

Event Management

Webhooks by Zapier

Developer Tools, Zapier

Facebook Lead Ads

Ads & Conversion

Xero

Accounting

QuickBooks Online

Accounting

Formatter by Zapier

Documents, Zapier

Onlive

Event Management

Webhooks by Zapier

Developer Tools, Zapier

LinkedIn Ads

Ads & Conversion, Microsoft

Microsoft Outlook

Calendar, Email, Microsoft

Eventbrite

Event Management

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Quickly automate Workbooks CRM integrations with Zapier's templates

Add new Facebook Lead Ad leads as new people in Workbooks CRM
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Facebook Lead Ads + Workbooks CRM
Copy new posted invoices from Workbooks CRM to Xero
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Workbooks CRM + Xero
Create survey responses from SurveyMonkey as tasks in Workbooks CRM
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SurveyMonkey + Workbooks CRM
Create QuickBooks Online invoices from posted Workbooks invoices
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Workbooks CRM + QuickBooks Online
Create new Cases in Workbooks CRM when new JIRA Issues are raised
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Jira Software Server + Workbooks CRM
Create new Basecamp Projects when new cases are raised in Workbooks CRM
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Workbooks CRM + Basecamp 3
Create Google Drive folders for new cases on Workbooks CRM
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Workbooks CRM + Google Drive

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

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

Premium

Facebook Lead Ads + Workbooks CRM

Copy new posted invoices from Workbooks CRM to Xero

Premium

Workbooks CRM + Xero

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

SurveyMonkey + Workbooks CRM

Create QuickBooks Online invoices from posted Workbooks invoices

Premium

Workbooks CRM + QuickBooks Online

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

Jira Software Server + Workbooks CRM

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

Workbooks CRM + Basecamp 3

Create Google Drive folders for new cases on Workbooks CRM

Workbooks CRM + Google Drive

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

Premium

Xero + Workbooks CRM

Supported triggers and actions

What does this mean?

New Case
Triggers when a new case is created.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
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Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
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- Lookup nameRequired
  Select the dynamic lookup for which you need to look up values
- Value
  Enter the single value which needs looking up
- Value list
  Enter the list of values (for line items) which need looking up
- Default value
  Use this value as a default if the requested value isn't found
Action
Write
- Marketing CampaignRequired
  Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
- StatusRequired
Action
Write

- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order NameRequired
  The description of this Customer Order.
- Assigned toRequired
  A picklist of queues that this Customer Order could be assigned to.
- Document CurrencyRequired
  The currency of this Transaction.
- Customer Order DateRequired
  The official date for this Customer Order.
- StatusRequired
  The status of this Transaction.
- Tax point dateRequired
  The date that sales tax will be calculated for this Transaction.
- Product
  The reference of the Product that this Line Item refers to.
- Line Description
  A description of the product in this Line Item.
- QuantityRequired
  The number of items in this Line Item.
- Unit price (document currency)Required
  The Unit Price of the items in this Line Item in the Transaction document's currency.
- Additional Discount 1 %
  The additional percentage 1 Discount on this Line Item.
- Additional Discount 2 %
  The additional percentage 2 Discount on this Line Item.
- Delivery Country
  The delivery country.
- Delivery County/State
  The delivery county or state.
- Delivery date
  The planned Delivery Date for this Line Item.
- Delivery Postcode/Zipcode
  The delivery postcode or zipcode.
- Delivery Street Address
  The delivery street address.
- Delivery Town or City
  The delivery town or city.
- Discount given (document currency)
  The total discount given on this Line Item in the Transaction document's currency.
- Discount given (home currency)
  The total discount given on this Line Item in the Own Organisation's currency.
- Display order
  The order to display this Line Item in relative to the other Line Items in this Transaction document.
- Document currency
  The currency of the Transaction document that this Line Item belongs to.
- End Date
  The end date of the line item
- Event
  Foreign key for event
- External Reference
  A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
- Gross (document currency)
  The Gross value of this Line Item in the Transaction document's currency.
- Gross (home currency)
  The Gross value of this Line Item in the Own Organisation's currency.
- Home currency
  The currency of the Own Organisation that this Line Item will be accounted in.
- Location
  Foreign key for location
- Net (document currency)
  The Net value of this Line Item in the Transaction document's currency.
- Net (home currency)
  The Net value of this Line Item in the Own Organisation's currency.
- Parent Line Item
  The Bundle Product of which the Product on this Line Item is a component.
- Price Discount %
  The percentage Discount on this Line Item.
- Pricing scheme
  Foreign key for pricing_scheme
- Sales tax (document currency)
  The Sales Tax of this Line Item in the Transaction document's currency.
- Sales tax (home currency)
  The Sales Tax of this Line Item in the Own Organisation's currency.
- Sales tax code
  Foreign key for sales_tax_code
- Sales tax ruleset
  Foreign key for sales_tax_ruleset
- Start Date
  The start date of the line item
- Status
  The status of the line item
- Supply scheme
  Foreign key for supply_scheme
- Tax adjustment (document currency)
  The Tax Adjustment of this Line Item in the Transaction document's currency.
- Tax adjustment (home currency)
  The Tax Adjustment of this Line Item in the Own Organisation's currency.
- Total cost (document currency)
  The total cost of this Line Item in the Transaction document's currency.
- Total cost (home currency)
  The total cost of this Line Item in the Own Organisation's currency.
- Unit cost (document currency)
  The Unit Cost of the items in this Line Item in the Transaction document's currency.
- Unit cost (home currency)
  The Unit Cost of the items in this Line Item in the Own Organisation's currency.
- Unit price (home currency)
  The Unit Price of the items in this Line Item in the Own Organisation's currency.
Action
Write

- Title
  The Person's title.
- Person NameRequired
  The Person's name.
- Assigned ToRequired
  A picklist of queues that this Person could be assigned to.
- Job Title
  The job title of the Person.
- Job Role
  The job role of the Person.
- Employer
  A picklist of possible employers, set to the current employer.
- First Name
  The first name of this Person.
- Middle Name
  The middle name of this Person.
- Last Name
  The last name of this Person.
- Salutation
  A salutation that can be used to address this Person.
- Email
  The main email address of this Person.
- Telephone
  The main telephone number.
- Mobile
  The main mobile number for this Person.
- Industry
  The industry that this Person operates in.
- Street Address
  The main street address.
- Town or City
  The main town or city.
- County/State
  The main county or state.
- Postcode/Zipcode
  The main postcode or zipcode.
- Country
  The main country.
- Preferred Language
  The language that this Person prefers to converse in.
- Special Requirements
  Any special requirements that this Person may have.
- Source
  Where the information on this Party came from originally.
- Campaign
  The ID of the Marketing Campaign that discovered this Person.
Action
Write
- SubjectRequired
  Subject of the task.
- Due Date
  The date that the task is due to be completed by.
- Completed Date
  The date that the activity was completed.
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
  Use a "Find a Person" search to power this field. Map the person "ID" to this field and the person "Type" to the primary contact type field.
- Primary Contact Type
  Use a "Find a Person" search to power this field. Map the person "Type" to this field and the person "ID" to the primary contact id field.
- Description
  The details of the task.
Action
Write
- IdRequired
  Use a "Find a Customer Order" search to power this field. Map the order "ID" to this field.
- Lock VersionRequired
  Use a "Find a Customer Order" search to power this field. Map the order "Lock Version" to this field.
- Customer Order Name
  The description of this Customer Order.
- Assigned to
  A picklist of queues that this Customer Order could be assigned to.
- Document Currency
  The currency of this Transaction.
- Customer Order Date
  The official date for this Customer Order.
- Status
  The status of this Transaction.
- Tax point date
  The date that sales tax will be calculated for this Transaction.
- Accounting period ID
  The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
Action
Write
- IdRequired
  Use a "Find a Person" search to power this field. Map the person "ID" to this field.
- Lock VersionRequired
  Use a "Find a Person" search to power this field. Map the person "Lock Version" to this field.
- Title
  The Person's title, i.e Mr, Mrs, Ms, etc
- Person Name
  The Person's full name.
- Assigned To
  A picklist of queues that this Person could be assigned to.
- Job Title
  The job title of the Person, e.g. Head of Marketing, Sales Director.
- Job Role
  The job role of the Person.
- Employer
  A picklist of possible employers, set to the current employer.
- First Name
  The first name of this Person.
- Middle Name
  The middle name of this Person.
- Last Name
  The last name of this Person.
- Salutation
  A salutation that can be used to address this Person.
- Email
  The main email address of this Person.
- Telephone
  The main telephone number.
- Mobile
  The main mobile number for this Person.
- Industry
  The industry that this Person operates in.
- Street Address
  The main street address.
- Town or City
  The main town or city.
- County/State
  The main county or state.
- Postcode/Zipcode
  The main postcode or zipcode.
- Country
  The main country.
- Preferred Language
  The language that this Person prefers to converse in.
- Special Requirements
  Any special requirements that this Person may have.
- Source
  Where the information on this Party came from originally.
- Campaign
  The ID of the Marketing Campaign that discovered this Person.
Action
Write
- Campaign Name
  The name of the marketing campaign to search for.
- Object Reference
  The object reference of the marketing campaign to search for.
- External Reference
  The external reference of the marketing campaign to search for.
Action
Search
- StatusRequired
  The name of the marketing campaign member status to search for.
- Marketing CampaignRequired
  The Id of the marketing campaign to search for a member status.
- External Reference
  The external reference of the status to search for.
Action
Search
- Organisation Name
  The name of the organisation to search for.
- Website
  The website of the organisation to search for.
- Object Reference
  The object reference of the organisation to search for.
- External Reference
  The external reference of the organisation to search for.
Action
Search
- First Name
  The first name of the sales lead to search for.
- Last Name
  The last name of the sales lead to search for.
- Email
  The email of the sales lead to search for.
- Organisation Name
  The organisation name of the sales lead to search for.
- Object Reference
  The object reference of the sales lead to search for.
- External Reference
  The external reference of the sales lead to search for.
Action
Search
- Member's Name
  The member's name to search for.
- Party or Lead Id
  Member's related party id.
- Party or Lead Type
  Member's related party type.
- External Reference
  The external reference of the member to search for.
- EmailRequired
  The member's email to search for.
- Marketing CampaignRequired
- Marketing CampaignRequired
  Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
- Party or Lead IDRequired
  Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "ID" to this field and the person or sales lead "Type" to the Party or Lead type field.
- Party or Lead TypeRequired
  Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "Type" to this field and the person or sales lead "ID" to the Party or Lead ID field.
- Member's NameRequired
- Status
  Use a "Find a Marketing Campaign Member Status" search to power this field. Map the ID to this field. If the status is not found it should be created using "Create Marketing Campaign Member Status".
Action
Search or write
- Customer Order Name
  Find the Order with this name.
- External Reference
  A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
- Object Reference
  The Object Reference for this record.
- Customer Order NameRequired
  The description of this Customer Order.
- Assigned toRequired
  A picklist of queues that this Customer Order could be assigned to.
- Document CurrencyRequired
  The currency of this Transaction.
- Customer Order DateRequired
  The official date for this Customer Order.
- StatusRequired
  The status of this Transaction.
- Tax point dateRequired
  The date that sales tax will be calculated for this Transaction.
- Accounting period ID
  The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
Action
Search or write
- First Name
  The first name of the person to search for.
- Last Name
  The last name of the person to search for.
- Email
  The email of the person to search for.
- Employer
  The employer name of the person to search for.
- Object Reference
  The object reference of the person to search for.
- External Reference
  The external reference of the person to search for. .
- Title
  The Person's title.
- Person NameRequired
  The Person's name.
- Assigned ToRequired
  A picklist of queues that this Person could be assigned to.
- Job Title
  The job title of the Person.
- Job Role
  The job role of the Person.
- Employer
  A picklist of possible employers, set to the current employer.
- First Name
  The first name of this Person.
- Middle Name
  The middle name of this Person.
- Last Name
  The last name of this Person.
- Salutation
  A salutation that can be used to address this Person.
- Email
  The main email address of this Person.
- Telephone
  The main telephone number.
- Mobile
  The main mobile number for this Person.
- Industry
  The industry that this Person operates in.
- Street Address
  The main street address.
- Town or City
  The main town or city.
- County/State
  The main county or state.
- Postcode/Zipcode
  The main postcode or zipcode.
- Country
  The main country.
- Preferred Language
  The language that this Person prefers to converse in.
- Special Requirements
  Any special requirements that this Person may have.
- Source
  Where the information on this Party came from originally.
- Campaign
  The ID of the Marketing Campaign that discovered this Person.
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
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Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing CampaignRequired
  Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
- Party or Lead IDRequired
  Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "ID" to this field and the person or sales lead "Type" to the Party or Lead type field.
- Party or Lead TypeRequired
  Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "Type" to this field and the person or sales lead "ID" to the Party or Lead ID field.
- Member's NameRequired
- Status
  Use a "Find a Marketing Campaign Member Status" search to power this field. Map the ID to this field. If the status is not found it should be created using "Create Marketing Campaign Member Status".
Action
Write
- SummaryRequired
- Assigned ToRequired
- StatusRequired
- Description
- Contact
  The person to contact regarding this Case.
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order NameRequired
  The description of this Customer Order.
- Assigned toRequired
  A picklist of queues that this Customer Order could be assigned to.
- Document CurrencyRequired
  The currency of this Transaction.
- Customer Order DateRequired
  The official date for this Customer Order.
- StatusRequired
  The status of this Transaction.
- Tax point dateRequired
  The date that sales tax will be calculated for this Transaction.
- Accounting period ID
  The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
Action
Write
- Organisation NameRequired
  The name of this Organisation.
- Assigned ToRequired
  A picklist of queues that this Organisation could be assigned to.
- Category
  The category of this Organisation.
- Industry
  The industry that this Organisation operates in.
- Website
  The address of the website of this organisation.
- Telephone
  The main telephone number.
- Fax
  The main fax number.
- Street Address
  The main street address.
- Town or City
  The main town or city.
- County/State
  The main county or state.
- Postcode/Zipcode
  The main postcode or zipcode.
- Country
  The main country.
- Campaign
  The ID of the Marketing Campaign that discovered this Organisation.
- Source
  Where the information on this organisation came from originally.
- VAT Number
  The Sales Tax number of this Organisation.
- Number of Employees
  The number of employees of this Organisation.
- Preferred Language
  The language that this Organisation prefers to converse in.
- Special Requirements
  Any special requirements that this Organisation may have.
Action
Write
- Title
- Lead Person's NameRequired
- Assigned ToRequired
  A picklist of queues that this Sales Lead could be 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
  The main country.
- Rating
- Source
- Status
- Campaign
Action
Write
- IdRequired
  Use a "Find a Marketing Campaign Member Status" search to power this field. Map the marketing campaign member status "ID" to this field.
- Lock VersionRequired
  Use a "Find a Marketing Campaign Member Status" search to power this field. Map the marketing campaign member status "Lock Version" to this field.
- Member's NameRequired
- Status
Action
Write
- IdRequired
  Use a "Find an Organisation" search to power this field. Map the organisation "ID" to this field.
- Lock VersionRequired
  Use a "Find an Organisation" search to power this field. Map the organisation "Lock Version" to this field.
- Organisation Name
  The name of this Organisation.
- Assigned To
  A picklist of queues that this Organisation could be assigned to.
- Category
  The category of this Organisation.
Action
Write
- IdRequired
  Use a "Find a Sales Lead" search to power this field. Map the sales lead "ID" to this field.
- Lock VersionRequired
  Use a "Find a Sales Lead" search to power this field. Map the sales lead "Lock Version" to this field.
- Title
- Lead Person's Name
- Assigned To
  A picklist of queues that this Sales Lead could be 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
  The main country.
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
  The member's name to search for.
- Party or Lead Id
  Member's related party id.
- Party or Lead Type
  Member's related party type.
- External Reference
  The external reference of the member to search for.
- EmailRequired
  The member's email to search for.
- Marketing CampaignRequired
Action
Search
- Customer Order Name
  Find the Order with this name.
- External Reference
  A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
- Object Reference
  The Object Reference for this record.
Action
Search
- First Name
  The first name of the person to search for.
- Last Name
  The last name of the person to search for.
- Email
  The email of the person to search for.
- Employer
  The employer name of the person to search for.
- Object Reference
  The object reference of the person to search for.
- External Reference
  The external reference of the person to search for. .
Action
Search
- Campaign Name
  The name of the marketing campaign to search for.
- Object Reference
  The object reference of the marketing campaign to search for.
- External Reference
  The external reference of the marketing campaign to search for.
- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Search or write
- StatusRequired
  The name of the marketing campaign member status to search for.
- Marketing CampaignRequired
  The Id of the marketing campaign to search for a member status.
- External Reference
  The external reference of the status to search for.
- Marketing CampaignRequired
  Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
- StatusRequired
Action
Search or write
- Organisation Name
  The name of the organisation to search for.
- Website
  The address of the website of this organisation.
- Object Reference
  The object reference of the organisation to search for.
- External Reference
  The external reference of the organisation to search for.
- Organisation NameRequired
  The name of this Organisation.
- Assigned ToRequired
  A picklist of queues that this Organisation could be assigned to.
- Category
  The category of this Organisation.
- Industry
  The industry that this Organisation operates in.
- Telephone
  The main telephone number.
- Fax
  The main fax number.
- Street Address
  The main street address.
- Town or City
  The main town or city.
- County/State
  The main county or state.
- Postcode/Zipcode
  The main postcode or zipcode.
- Country
  The main country.
- Campaign
  The ID of the Marketing Campaign that discovered this Organisation.
- Source
  Where the information on this organisation came from originally.
- VAT Number
  The Sales Tax number of this Organisation.
- Number of Employees
  The number of employees of this Organisation.
- Preferred Language
  The language that this Organisation prefers to converse in.
- Special Requirements
  Any special requirements that this Organisation may have.
Action
Search or write
- First Name
  The first name of the sales lead to search for.
- Last Name
  The last name of the sales lead to search for.
- Email
  The email of the sales lead to search for.
- Organisation Name
  The organisation name of the sales lead to search for.
- Object Reference
  The object reference of the sales lead to search for.
- External Reference
  The external reference of the sales lead to search for.
- Title
- Lead Person's NameRequired
- Assigned ToRequired
  A picklist of queues that this Sales Lead could be 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
  The main country.
- Rating
- Source
- Status
- Campaign
Action
Search or write

About Workbooks CRM

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

Related categories

CRM (Customer Relationship Management)

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Popular Workbooks CRM Integrations