Connect Workbooks CRM and Wufoo to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Launch your first automated workflow
Start with a template that brings Workbooks CRM and Wufoo together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Workbooks CRM with Wufoo - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case" from Workbooks CRM.
Add your action
An action happens after the trigger—such as "Create Entry (Legacy)" in Wufoo.
You’re connected!
Zapier seamlessly connects Workbooks CRM and Wufoo, automating your workflow.
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 ItTriggerInstant - New Person
Triggers when a new person is created.
Try ItTriggerInstant - Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerInstant - Lookup nameRequired
- Value
- Value list
- Default value
ActionWrite
- New Organisation
Triggers when a new organisation is created.
Try ItTriggerInstant - New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerInstant - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerInstant - Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap