- 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
Triggers and Webhooks
Triggers and Webhooks
Within Workbooks it is possible to create and define both Triggers and Webhooks.
What are Triggers and Webhooks?
Triggers are a predefined action that activates a Webhook or Webhooks. Examples of possible Triggers include the creation of a Case or the Qualification of a Sales Lead.
Webhooks are User defined HTTP callbacks. They are activated by the Trigger, and they make an HTTP request to the URL configured for that Webhook. They can be configured to cause events or behaviour in the same or other website packages. They can be used to build continuous integration between two systems or create automation within a single system. They can accomplish this without further infrastructure to either system.
What will they allow you to do?
With the use of Triggers and Workbooks, you will no longer need a Developer to develop the Script or Automation you desire. It will also be possible to create your very own custom integrations within Workbooks that will allow you to Automate and speed up some of your workflows.
A Trigger can monitor certain a Record Type within Workbooks and carry out an action when a specific rule is met.
Out-of-the-box Triggers
Workbooks comes with some native Triggers. These Triggers can be used independently but some of them may also be used in any integration being carried out with Zapier. Not all Workbooks Triggers will have a corresponding Zapier Trigger. These native Triggers include:
Triggers for the Creation of new Records;
- The Creation of a new Person.
- The Creation of a new Organisation.
- The Creation of a new Sales Lead.
- The Creation of a new Case.
- The Creation of a new Activity.
- The Creation of a new Product.
- The Creation of a new Marketing Campaign.
- The Creation of a new Meeting.
- The Creation of a new API Data record.
Other Triggers available in Workbooks;
- An Invoice being Posted.
- A Credit Note being Posted.
- An Order being Posted.
- A Quotation being Posted.
- A Supplier Order being Posted.
- A Contract becoming Active.
- A Contract becoming Inactive.
Although these Triggers are native they can be disabled and enabled by a click of checkbox whilst creating or modifying them. Webhooks are created from within a Trigger Record. Please continue for more information.
NOTE: If you cannot see Triggers and Webhooks in your configuration please ensure that the Module is active for the database.