Connect Workbooks CRM to Formsite and automate your work
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Zapier makes it easy to integrate Workbooks CRM with Formsite - no code necessary. See how you can get setup in minutes.
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Quickly connect Workbooks CRM to Formsite with a Zapier template.
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Connect Workbooks CRM and Formsite to unlock the power of automation
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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 It - New Person
Triggers when a new person is created.
Try It - Posted Credit Note
Triggers when a credit note is posted.
Try It - Lookup nameRequired
- Value
- Value list
- Default value
- New Organisation
Triggers when a new organisation is created.
Try It - New Sales Lead
Triggers when a new sales lead is created.
Try It - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try It - Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status