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How Zapier works
Zapier makes it easy to integrate Workbooks CRM with LinkedIn Ads - no code necessary. See how you can get setup in minutes.
Select a trigger from Workbooks CRM
Setup an action from LinkedIn Ads
That’s it! You just connected Workbooks CRM to LinkedIn Ads
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Connect Workbooks CRM and LinkedIn Ads 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
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 Campaign ID
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- 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
- Status
- 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
- SummaryRequired
- 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
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- Due Date
- Completed Date
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
- Primary Contact Type
- Customer Order NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Status
- 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.- IdRequired
- Lock VersionRequired
- Title
- SummaryRequired
- 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
- Marketing Campaign ID
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 app- StatusRequired
- Marketing CampaignRequired
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Name
- Website
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
- Marketing Campaign ID
- 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 found- Customer Order Name
- External Reference
- Object Reference
- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Status
- 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 found- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- SummaryRequired
- 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
- Marketing Campaign 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- OrganizationRequired
- EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- AudienceRequired
- Company Name
- Website Domain
- Email Domain
- LinkedIn Page URL
- Stock Symbol
- Industries
- City
- State
- Country
- Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Audience TypeRequired
- SummaryRequired
- Customer Order NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- PivotsRequired
- MetricsRequired
- Start DateRequired
- End Date
- Time Granularity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- 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 Campaign ID
- 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
- Status
- 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.- SummaryRequired
- Assigned ToRequired
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- 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
- Marketing Campaign ID
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
- SummaryRequired
- Assigned ToRequired
- 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 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
- Marketing Campaign ID
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 app- Customer Order Name
- External Reference
- Object Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Name
- Object Reference
- External Reference
- SummaryRequired
- 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 found- StatusRequired
- Marketing CampaignRequired
- External Reference
- Marketing Campaign ID
- 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 found- Campaign Name
- Website
- Object Reference
- External Reference
- SummaryRequired
- Assigned ToRequired
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- 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 found- 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
- Marketing Campaign 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- AccountRequired
- Lead Form
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- AccountRequired
- AudienceRequired
- Email Address
- First Name
- Last Name
- Title
- Company
- Country
- Google Advertising ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AudienceRequired
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.