- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Look in the Script Library to find example scripts and code samples.
Related Blog Posts
In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks you can automate common, repetitive tasks, which makes things easier and less error-prone for users.
Please note: Automation features are not included in the free edition of Workbooks.
The Automation area within Workbooks allows you to define Processes and enable them to be run - either according to a schedule or when requested through a button. These two forms of Process invoke Workbooks Scripts which contain step-by-step programming instructions.
The concept of a 'Script' is separate in Workbooks from that of a 'Process' to enable you to easily create multiple processes without necessarily needing many scripts: you might for example create a 'USD order' Process Button and a 'GBP order' Process Button: each invokes the same Script, but with different parameters.
Workbooks Scripts are maintained and run within Workbooks and are built using a widely-used programming language called PHP. You may have the in-house skills to write the required PHP but if not, you can engage Workbooks to write the Scripts for you. Workbooks also provides a 'Script Library' within the Scripts area which contains frequently requested scripts and samples to get you started.