- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
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
-
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
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
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
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
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
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
Installation
To set up the integration, install the Telephony Integration Plugin into your Workbooks database. The integration can only be done by the System Admin.
Step 1: Install the Plugin in Configuration
Start > Configuration > Automation > Plugins > Add Plugin.
From here, select Script Library and then Telephony Integration. Select Install to begin the Plugin Installation.
The Plugin asks for confirmation to go ahead with the installation. When you click continue, a number of Custom Fields and Automated Processes required by the integration will be automatically installed. More information on the configuration that is created can be found here.
Once the installation is complete and a success message appears, close the installation window.
Step 2: Create Custom Fields and Processes through the Plugin
Navigate to Configuration > Other Integrations > Telephony Integration
Select RingCentral from the list of Providers and click Continue
Once continue is clicked, the plugin will prompt you to Install Dependencies. These are all the Processes and Custom Fields that are required for the integration to function. More details of the custom fields and processes can be found here
Step 3: Authenticate RingCentral
Whoever is installing RingCentral needs to have full permission to the admin module within RingCentral in order to authenticate the integration.
Once the Custom Fields and Processes have been installed, you will be prompted to Authenticate RingCentral by the Plugin.
Note: When clicked a new window will pop open asking you to login to RingCentral. This window may be blocked by your browser's pop-up blocker.
Click Authenticate with RingCentral. This will take you to the RingCentral login page where you will need to enter your RingCentral credentials. Once you are logged in, you will be asked to authorise Workbooks to use the credentials you have logged in with. To continue using the integration, click "Authorise".
The integration requires access to different areas of RingCentral to enable a successful sync. Please ensure all the permissions/capabilities that are pictured above in the Access Request screenshot are included in your RingCentral licence.
Once authorisation is complete, you will be taken back to the authentication screen of the plugin. Click Continue.
Step 4: Enable Processes from Plugin
The final step of the integration is to enable all processes by clicking Enable Processes within the Plugin.