Customer Forums

to post new content in the forum.

Forum Name	Replies	Created	Latest Reply
Getting Started with the API The Workbooks API allows developers with basic programming skills to have access to information stored inside Workbooks using a simple, powerful and secure Web Service API. The API al...	0	1 year 23 weeks ago by Support	n/a
Adding sales leads to different queues Hi, If you have a number of different sales lead queues setup in your database and wish to submit new records via the API is there a way to have the new lead assigned to a particular queue? I ...	3	33 weeks 1 day ago by antony	7 weeks 6 days ago by jkay
Automatically matching and allocating leads We have now created a template script which makes it easy to efficiently handle inbound leads. You will find the Lead Matching and Allocation script in the Script Library. Because it's a sc...	0	7 weeks 6 days ago by jkay	n/a
New PHP Workbooks API examples available Our area on github has now been updated with additional examples of how to use the Workbooks API from PHP. The examples now include CRUD (create / read / update / delete) of: Organi...	1	1 year 16 weeks ago by jkay	7 weeks 6 days ago by jkay
Sending email via the API With the Workbooks Process Engine it is easy to send an email....	0	10 weeks 4 days ago by jkay	n/a
Email to Case It's straightforward to set up Workbooks to create new cases, and update existing cases, via email. The idea is that users can send an email to a support email address, the email is logged in Workbook...	0	16 weeks 1 day ago by jkay	n/a
User-contributed Drupal module using web2lead to create leads Thanks to James Poyser for this contribution which I post here. I haven't used this myself however it is in use by a customer. To quote, it "saves files attached to form in Drupal DB and th...	0	27 weeks 6 days ago by jkay	n/a
Submitting no_phone_soliciting value to a sales lead Hello, Could anyone confirm the correct format to supply values for the opt out section for a new sales lead? In php I have tried the following param array configurations: $params['org_lead_party[n...	1	28 weeks 4 days ago by antony	27 weeks 6 days ago by jkay
Frequently-asked API Questions How do I get started with the API? Take a look at the documentation for Automation which includes some simple examples like this one. ...	0	42 weeks 6 days ago by jkay	n/a
Using the api to insert custom field data I am trying to add sales leads directly into Workbooks using the API, but I am struggling to find the correct name to use within the insert array. The custom field is called 'Address2'. I have tried ...	1	48 weeks 8 hours ago by adric.woh.test	48 weeks 6 hours ago by Support
Updating API objects through ColdFusion ...	10	1 year 14 weeks ago by owain@titaninte...	1 year 14 weeks ago by owain@titaninte...

Knowledge Base

Latest Forum

Latest Blog Posts