How to connect Workbooks CRM + Code by Zapier + LiveChat
Zapier lets you send info between Workbooks CRM and Code by Zapier and LiveChat automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Workbooks CRM + Code by Zapier + LiveChat
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Workbooks CRM, Code by Zapier, and LiveChat. And don’t forget that you can add more apps and actions to create complex workflows.
New Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
Try ItLookup nameRequired
Value
Value list
Default value
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
Try ItMarketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
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How Workbooks CRM + Code by Zapier + LiveChat Integrations Work
- Step 1: Authenticate Workbooks CRM, Code by Zapier, and LiveChat.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.