- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
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Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
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Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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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
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- Posted Credit Note to Task
- QuickBooks Online
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- Multistep Zaps
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Email Integrations
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Event & Webinar Integration Tools
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- Microsoft Office
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Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
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Reporting
- Introduction to Reporting
- Using Reports
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Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
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Introduction to Transaction Documents
- Auditing
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Configuration
- Introduction to System Administration
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Customisation
- Creating & Modifying Picklists
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Record Types
- Creating Custom Fields
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- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
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People & Organisations to QuickBooks Customers
What does this Zap do?
There are two Zap Templates available for syncing Workbooks People and Organisation People records to QuickBooks Online Customers. These templates are called:
- Create new Customers in QuickBooks Online when new Organisations are created in Workbooks CRM
- Create new Customers in QuickBooks Online when new People are created in Workbooks CRM
This Zap will search for an existing QuickBooks Online record and if not found, creates a new record:
- For People, the Zap will search by email address in QuickBooks Online
- For Organisations, the Zap will search by name in QuickBooks Online
Setting up the Zap
The Zap Templates can be used to speed up the process of configuring this integration. It selects the correct Trigger and Action for you, and sets up some field mappings. You may wish to add further field mappings to suit your business requirements.
Zap Template & Field Mappings
You can use either of the below Zap templates to help you set up your Zap.
This will set up the following field mappings on the QuickBooks Customer record:
# | Workbooks Field | QuickBooks Field | Notes |
1 | Salutation | Title | People mapping only |
2 | Name | Full Name | People & Organisation mapping |
3 | First Name | First Name | People mapping only |
4 | Last Name | Last Name | People mapping only |
5 | People mapping only - used to lookup the Person in Step 1 |
Once configured, the "Create new Workbooks Posted Invoice as new QuickBooks Online Invoice" Zap will be able to find a Customer in QuickBooks Online at the point of creating a new Invoice.