- 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
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- 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
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- 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
Authentication with ON24
To allow Workbooks to authenticate with your ON24 account you will require an API Token which can be created within the ON24 UI. Under Analytics > API Dashboard, click Provision a New API Access Token. The values shown on screen will need to copied into Workbooks.
In Workbooks, click Configuration > Email & Integration > ON24. If this is the first time you have authenticated an account, a form is displayed asking for the details generated in ON24 as follows:
- Token Name
- Client Id
- Token Key
- Token Secret
Otherwise, if your Workbooks instance has an account authenticated already, you will see a list of of authorised ON24 accounts. Select "Setup New ON24 Account Authorisation", and then enter the authentication details from ON24. After entering all details from ON24 into the Workbooks setup screen, click Authorise Account.
Authorising Multiple ON24 Accounts
The integration supports the synchronisation of Webcasts to more than one ON24 account as required. Simply revisit the Plugin at any time and choose “Setup New ON24 Account Authorisation” from the list. Clicking Continue will show the above form again, where you can repeat the steps to authorise another account.
On an Event record, a field called ON24 Account allows users to choose which account they wish to sync the Event with before using the “Create Webcast” Process Button.
If your Workbooks instance has more than one account configured and you do not select an ON24 Account to use, an error will be displayed:
In the instance that your Workbooks database has only one ON24 account configured, then this account is used for all Events. Therefore, we’d recommend that the ON24 Account field is hidden from your Form Layouts as the field is ignored.