Integrate Workbooks CRM with Paths by Zapier to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
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 It - New Person
Triggers when a new person is created.
Try It - Posted Credit Note
Triggers when a credit note is posted.
Try It - Lookup nameRequired
- Value
- Value list
- Default value
- New Organisation
Triggers when a new organisation is created.
Try It - New Sales Lead
Triggers when a new sales lead is created.
Try It - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try It - Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
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Related categories
Related categories