Detailed guidance about various elements of Workbooks Scripts, including the scripts environment, calling the API, desktop actions etc.
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
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Marketing
- Introduction to Marketing
- Marketing Campaigns
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- Mailshots
- Upload Library
- Templates
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
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Electronic Signing Tools
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Docusign Integration
- DocuSign Functionality
- Setting up the DocuSign Integration
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DocuSign - Worked Examples
- DocuSign Example - Taking Payments
- DocuSign Example - Updating Related Records
- Docusign Example - Multiple Document Sends
- DocuSign Example - Creating a Template for Cases
- DocuSign Example - Creating a Template for Organisations
- DocuSign Example - Creating a Template for People
- DocuSign Example - Unified PDF
- DocuSign - Reporting
- Adobe Sign Integration
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Docusign Integration
- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Add-in
- Workbooks Outlook Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
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Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Automation
Automation
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 and repetitive tasks, making these easier and less error-prone for users.
NOTE: Automation features are not included in the free edition of Workbooks.
Tip
Look in the Script Library to find example scripts and code samples.
Processes and Workbooks Scripts
The Automation area within Workbooks allows you to define Processes and enable them to be run according to a schedule, when a record is changed, or when requested via a process button. These forms of Process invoke Workbooks Scripts which contain step-by-step programming instructions.
The concept of a 'Script' in Workbooks, is separate from that of a 'Process', to enable users to easily create multiple processes without necessarily requiring many scripts. For example, you might 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. Scripts that you use for processes can be held either in your own My Scripts library or in the global Script Library. Scripts stored in the global Script Library are generic but offer the benefit of being maintained by Workbooks.