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Workbooks Releases

Continuous Improvement

At Workbooks we enhance our products based on customer feedback. We actively encourage customers to suggest new ideas and provide tools for customers to vote on the features they would most like to see in the product. You can visit the ideas section to see the current list.

We typically run a 3-4 month development cycle and this agile approach to development allows us to respond quickly to market demands and to feedback from our customers.

The improvements currently in engineering are: 

Google Calendar Synchronisation - Beta program available now

We have built the ability to synchronise Workbooks Meeting records with your Google calendar.  This allows you to create meetings in Google and have these meetings appear in Workbooks, which can then be viewed in a calendar or list view.  If you add attendees to a meeting record in Workbooks these will be synchronised across to Google. The Google calendar will also send the meeting requests to the attendees.  The integration will maintain the attendee status between both systems. 

The engineering work is now complete and the functionality is currently available for beta testing.  If you would be interested in using this functionality and becoming part of our beta program, please contact us at

Workbooks to Exchange Synchronise Service (WESS) - Beta program available now

We are developing a new method to synchronise information directly between Microsoft's Exchange Server and Workbooks as an alternative to the Outlook Connector.   We have built a platform which connects directly to customers' Exchange servers and will synchronise Contacts, Meetings, Tasks and ultimately Emails directly between Exchange and Workbooks.

This approach means we can support all Exchange clients including:

  • Outlook (including those on Citrix);
  • Mac Users;
  • Outlook Web Access;
  • Mobile device users.

The second phase of this beta program is now available for testing. This includes:

  • Emails pushed from Exchange to Workbooks;
  • Bi-directional synchronisation of Contacts in Outlook with People in Workbooks;
  • Bi-directional synchronisation of Tasks in Outlook with Tasks in Workbooks;
  • Bi-directional synchronisation of Meetings in Outlook with Meetings in Workbooks.

If you are interested in joining our beta program, please contact us at

Reports & Dashboards inside records

Workbooks already has rich reporting and dashboard capabilities. We are extending these to allow you to put Reports 'inside' a record. It will also be possible to constrain the results shown on the Reports so that they are specific to the record you are looking at.  It will work in a similar way to the existing constrained DLI functionality we support. Examples of the types of reports you might want to build include:

  • A report of sales by product on an Organisation (customer) record;
  • A report of billings by month on an Organisation (customer) record;
  • A report analysing Case volumes, types and SLA metrics on a Contract record.

The functionality supported will be the following:

  • A Report on the main tab of a record;
  • A Report in a separate tab on a record;
  • The ability to constrain these Reports by fields in the record.

Zapier Integration

We are connecting Workbooks to Zapier, which is an integration platform allowing you to connect Workbooks to lots of other different systems. The basic concept is that vendors like Workbooks develop a connection to Zapier and our customers can use that to build workflows which connect two different cloud based systems. Zapier calls these workflows 'Zaps'. Zaps are a combination of Triggers (something happens) and Actions (do something in another system) and we will support both. We will support a range of Triggers in Workbooks such as:

  • New Person created;
  • New Lead created;
  • New Organisation created;
  • New Quotation / Order / Invoice created;
  • New case created;

and a range of Actions:

  • Create new Person;
  • Create new Lead;
  • Create new Organisation;
  • Create new Quotation / Order / Invoice;
  • Create new Case.

These can be used with the thousands of other Triggers / Actions supported by hundreds of vendors to build Zaps, connecting Workbooks to other systems.

Building Zaps isn't too complex; you don't need to be a software engineer. It's a configuration exercise mapping fields between different systems, much like our importing tool. In our testing we have easily built Zaps which push Invoices into Xero, the cloud based accounting system.