Workbooks CRM Integrations

Workbooks CRM Help & Support

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Copy new posted invoices from Workbooks CRM to Xero
Premium
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Workbooks CRM + Xero
Create sales leads in Workbooks CRM from new Facebook Lead Ad leads
Premium
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Facebook Lead Ads + Workbooks CRM
Create sales leads in Workbooks CRM for new involve.me submissions
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involve.me + Workbooks CRM
Add new Facebook Lead Ad leads as new people in Workbooks CRM
Premium
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Facebook Lead Ads + Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM
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SurveyMonkey + Workbooks CRM

Create new Cases in Workbooks CRM when new JIRA Issues are raised
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Jira Software Server + Workbooks CRM

Copy new posted invoices from Workbooks CRM to Xero

Premium

Details

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Workbooks CRM + Xero

Create sales leads in Workbooks CRM from new Facebook Lead Ad leads

Premium

Details

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Facebook Lead Ads + Workbooks CRM

Create sales leads in Workbooks CRM for new involve.me submissions

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involve.me + Workbooks CRM

Add new Facebook Lead Ad leads as new people in Workbooks CRM

Premium

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Facebook Lead Ads + Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

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SurveyMonkey + Workbooks CRM

Create new Cases in Workbooks CRM when new JIRA Issues are raised

Details

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Jira Software Server + Workbooks CRM

Supported triggers and actions

What does this mean?

New Case
Triggers when a new case is created.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
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Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup nameRequired
- Value
- Value list
- Default value
Action
Write
- Marketing CampaignRequired
- StatusRequired
Action
Write

- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Write
- 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)
Action
Write

- 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
Action
Write
- SubjectRequired
- Due Date
- Completed Date
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- IdRequired
- Lock VersionRequired
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- 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
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- StatusRequired
- Marketing CampaignRequired
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member'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
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Accounting period ID
Action
Search or write
- First 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
Action
Search or write

New Organisation
Triggers when a new organisation is created.
Trigger
Instant
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New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
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Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
Action
Write
- SummaryRequired
- Assigned ToRequired
- StatusRequired
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order NameRequired
- Assigned toRequired
- Document CurrencyRequired
- Customer Order DateRequired
- StatusRequired
- Tax point dateRequired
- Accounting period ID
Action
Write
- 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
Action
Write
- 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
Action
Write
- IdRequired
- Lock VersionRequired
- Member's NameRequired
- Status
Action
Write
- IdRequired
- Lock VersionRequired
- Organisation Name
- Assigned To
- Category
Action
Write
- 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
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- NameRequired
- Assigned ToRequired
- Type
- Status
- Start Date
- End Date
Action
Search or write
- StatusRequired
- Marketing CampaignRequired
- External Reference
- Marketing CampaignRequired
- StatusRequired
Action
Search or write
- Organisation 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
Action
Search or write
- First 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
Action
Search or write

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Workbooks CRM Integrations

Workbooks CRM Help & Support

Do more with Workbooks CRM integrations

Jotform

QuickBooks Online

Xero

Spotler UK

Onlive

LinkedIn Ads

Eventbrite

SurveyMonkey

Google Sheets

Jotform

QuickBooks Online

Xero

Spotler UK

Onlive

LinkedIn Ads

Jotform

QuickBooks Online

Xero

Spotler UK

Onlive

LinkedIn Ads

Eventbrite

SurveyMonkey

Google Sheets

Copy new posted invoices from Workbooks CRM to Xero

Create sales leads in Workbooks CRM from new Facebook Lead Ad leads

Create sales leads in Workbooks CRM for new involve.me submissions

Add new Facebook Lead Ad leads as new people in Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

Create new Cases in Workbooks CRM when new JIRA Issues are raised

Copy new posted invoices from Workbooks CRM to Xero

Create sales leads in Workbooks CRM from new Facebook Lead Ad leads

Create sales leads in Workbooks CRM for new involve.me submissions

Add new Facebook Lead Ad leads as new people in Workbooks CRM

Create survey responses from SurveyMonkey as tasks in Workbooks CRM

Create new Cases in Workbooks CRM when new JIRA Issues are raised

New Case

New Person

Posted Credit Note

Perform Dynamic Lookup

Value

Value list

Default value

Create Marketing Campaign Member Status

Create Marketing Campaign

Type

Status

Start Date

End Date

Create Customer Order and Line Items

Product

Line Description

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)