- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
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
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
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
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Connection Setup
Once you have been given access to Scribe, you'll need to create a connection to Workbooks in the Scribe UI.
When your account was provisioned by Workbooks Support, a Cloud Agent should have been set up for you. It should be visible under the "Agents" panel, with a status of Running in the Scribe Dashboard:
If there is no Agent visible - click the "+" symbol. Then choose "Cloud Agent" to provision a new Agent.
NOTE: The Workbooks Connector requires a Cloud Agent with status of Running. You will not be able to configure a Workbooks Connection without this.
To add a new connection, click the "+" symbol within the Connections panel to begin:
In the Add New Connection window, configure the following settings:
- Connector Type: Select Workbooks Connector here
- Name/Alias: Give the connection a sensible name, simply "Workbooks" is fine. The Alias is automatically populated with a stripped version of the Name removing spaces and special characters - there is no need to change this.
- API Token: Create an API Key in Workbooks and paste it here, ensuring that you give the key either full permissions or configuring the Capabilities based on the actions Scribe map will carry out on your behalf.
- Page Size: This setting controls how many records are returned for each API call made to Workbooks. If you leave this field blank, the default is 100 records which is suitable for most scenarios. Although you can set this higher or lower as required, we would not recommend setting this number too high otherwise you may experience timeout issues with your Scribe Solutions.
- Max Pages: Set the number of pages of results the Workbooks Connector will return when using a Query block in a Scribe Solution. By default, the Workbooks Connector will return 1 page of results, at whatever the Page Size is set to.
- Service: Set the service according to the one used when creating your API Key. Production is "secure". The Beta and Alpha services should only be used for testing purposes of new features before they become available in Production.
NOTE: If you have purchased a Scribe licence, but do not see the Workbooks Connector option in your list of connectors available to install, please contact us.