Workbooks CRM
When this happens...
Workbooks CRMPosted Credit Note
Then do this...
Workbooks CRMCreate Task

If you have further actions that are required after posting a credit note in Workbooks, such as processing the refund or emailing the customer, this automation can help you stay efficient. Turn it on, and whenever a new credit note is posted in Workbooks we'll create a task to help you follow up on it, so you can assign it to yourself, or queue up the work for a specific person.

Note: See this Workbooks Knowledge Base page for more information about this integration

How this Workbooks CRM integration works

  1. A new credit note is posted in Workbooks
  2. Zapier creates a task for it Workbooks

Apps involved

  • Workbooks

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It's easy to connect Workbooks CRM + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

New Case

Triggers when a new case is created.

Create Organisation

Creates a new organisation.

New Person

Triggers when a new person is created.

Create Case

Creates a new case.

New Sales Lead

Triggers when a new sales lead is created.

Create Task

Creates a new task.

New Organisation

Triggers when a new organisation is created.

Create Person

Creates a new person.

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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.

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.

See Workbooks CRM Integrations