Create tasks in Workbooks when new credit notes are posted

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
Create tasks in Workbooks when new credit notes are posted
Workbooks CRM integration logo

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.

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