Create integrations between Workbooks CRM and Moskit to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Workbooks CRM and Moskit to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lookup nameRequired
Value
Value list
Default value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Marketing CampaignRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Product
Line Description
QuantityRequired
Unit price (document currency)Required
Additional Discount 1 %
Additional Discount 2 %
Delivery Country
Delivery County/State
Delivery date
Delivery Postcode/Zipcode
Delivery Street Address
Delivery Town or City
Discount given (document currency)
Discount given (home currency)
Display order
Document currency
End Date
Event
External Reference
Gross (document currency)
Gross (home currency)
Home currency
Location
Net (document currency)
Net (home currency)
Parent Line Item
Price Discount %
Pricing scheme
Sales tax (document currency)
Sales tax (home currency)
Sales tax code
Sales tax ruleset
Start Date
Status
Supply scheme
Tax adjustment (document currency)
Tax adjustment (home currency)
Total cost (document currency)
Total cost (home currency)
Unit cost (document currency)
Unit cost (home currency)
Unit price (home currency)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Person NameRequired
Assigned ToRequired
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Due Date
Completed Date
Assigned ToRequired
TypeRequired
StatusRequired
PriorityRequired
Primary Contact ID
Primary Contact Type
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Customer Order Name
Assigned to
Document Currency
Customer Order Date
Status
Tax point date
Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Title
Person Name
Assigned To
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign Name
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
Marketing CampaignRequired
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganisation Name
Website
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Organisation Name
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appMember's Name
Party or Lead Id
Party or Lead Type
External Reference
EmailRequired
Marketing CampaignRequired
Marketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Order Name
External Reference
Object Reference
Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Accounting period ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
Last Name
Email
Employer
Object Reference
External Reference
Title
Person NameRequired
Assigned ToRequired
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundActivity Completion Attemp
Triggers when activity is try.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Completed
Triggers when a new activity is done.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when a new activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Responsible Changed
Triggers when company responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Created
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a new contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a deal is lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Responsible Changed
Triggers when a deal responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Responsible Changed
Triggers when the responsible project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Unarchived
Triggers when a project is unarchived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Activity
Create new Activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Activity Responsible
Change responsible of activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Company Responsible
Change responsible of Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Contact Responsible
Change the responsible of Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Create a new Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Deal Note
Create note in deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Deal Stage
Change stage of the Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Won Deal
Won Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Product to Deal
Links a new product to a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive Project
Archive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Project Note
Add note in Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Project Step
Change step of project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Project
Update a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Name
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail
Name
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
Name
Sku
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Marketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Assigned ToRequired
StatusRequired
Description
Contact
Contact Email
Contact Telephone
Priority
Product Category
Resolution Status
Resolution Description
Source
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organisation NameRequired
Assigned ToRequired
Category
Industry
Website
Telephone
Fax
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Campaign
Source
VAT Number
Number of Employees
Preferred Language
Special Requirements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Lead Person's NameRequired
Assigned ToRequired
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
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Organisation Name
Assigned To
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Title
Lead Person's Name
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
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member's Name
Party or Lead Id
Party or Lead Type
External Reference
EmailRequired
Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Order Name
External Reference
Object Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Employer
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Name
Object Reference
External Reference
NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatusRequired
Marketing CampaignRequired
External Reference
Marketing CampaignRequired
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganisation Name
Website
Object Reference
External Reference
Organisation NameRequired
Assigned ToRequired
Category
Industry
Telephone
Fax
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Campaign
Source
VAT Number
Number of Employees
Preferred Language
Special Requirements
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
Last Name
Email
Organisation Name
Object Reference
External Reference
Title
Lead Person's NameRequired
Assigned ToRequired
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
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Activity Created
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Responsible Changed
Triggers when activity responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a new company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Responsible Changed
Triggers when contact responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Reopened
Triggers when a deal status is open.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a deal stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a deal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Created
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Step Changed
Triggers when the step project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Complete Activity
Done activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Activity
Update a activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Company Note
Add note in Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Contact Note
Add note in Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Action to update a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lose Deal
Lost Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Deal Responsible
Change responsible of deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Create a new Product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Project
Create a new Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Project Responsible
Change responsible of Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unarchive Project
Unarchive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Name
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Sku
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Name
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found