Workbooks CRM

Workbooks CRM Integrations

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Workbooks CRM Integration Details

Launched on Zapier September 12, 2016

Zapier combines Triggers (like "Posted Invoice") and Actions (like "Create Marketing Campaign Status") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Workbooks CRM Triggers, Searches, and Actions are supported by Zapier:

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Create Organisation

Creates a new organisation.

Create Case

Creates a new case.

Create Task

Creates a new task.

Create Person

Creates a new person.

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.

Create Sales Lead

Creates a new sales lead.

Create Marketing Campaign

Creates a new Marketing Campaign.

Update Marketing Campaign Member

Update an existing member of a Marketing Campaign.

Posted Invoice

Triggers when an invoice is complete and its status posted.

New Case

Triggers when a new case is created.

New Person

Triggers when a new person is created.

New Sales Lead

Triggers when a new sales lead is created.

New Organisation

Triggers when a new organisation is created.

Posted Credit Note

Triggers when a credit note is posted.

Find a Marketing Campaign

Find a marketing campaign.

Find a Sales Lead

Find a sales lead.

Find a Person

Find a person.

Find a Marketing Campaign Member

Find a marketing campaign member.

Find a Marketing Campaign Status

Find a marketing campaign status.

Find an Organisation

Find an organisation.

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Become a Zapier Integration Partner

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.