- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks Mobile Client
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
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
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Compliance Records
- Setting up the Integration
- Sending Mailshots using GatorMail
- GatorMail - Dynamic Content
- GatorMail Domain Setup
- GatorMail Field Mappings
- Managing your GatorMail Account
- Setting up GatorMail Workflows
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
DocuSign - Worked Examples
- DocuSign Example - Taking Payments
- DocuSign Example - Updating Related Records
- Docusign Example - Multiple Document Sends
- DocuSign Example - Creating a Template for Cases
- DocuSign Example - Creating a Template for Organisations
- DocuSign Example - Creating a Template for People
- DocuSign Example - Unified PDF
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- 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 Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Add-in
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using PCA Predict
- Data Enrichment
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Setting up your Automation or Integration
Locating your Triggers
By following the path Start>Configuration>Automation>Triggers you will find a list of all Triggers currently located on the database.
NOTE: Workbooks comes with 16 native Triggers as can be seen in the image below.
It is best practice to check to see if a Trigger already exists that can be used for the purpose intended.
NOTE: The example below looks at using a Trigger that monitors the creation of a new Case. This Trigger already exists above but for the purposes of this example a new Trigger will be created.
Creating a new Trigger.
To create a new Trigger click the New Trigger Button located at the top left of the View above. You will be presented with a New Trigger window in which you will be asked to define the Record Type that will be monitored and the Name of the Trigger.
NOTE: It is best practice to fill in the Description column to increase the visibility of what the Trigger is being used for.
Currently Record types that Triggers are able to monitor are as follows;
- API Data
- Case Records
- Customer Contracts
- Customer Credit Notes
- Customer Invoices
- Customer Orders
- Customer Quotations
- Marketing Campaigns
- Online Activities
- Sales Leads
- Supplier Orders
At this point it is also possible to define what types of changes, if not all of them, activate the Trigger. This is done in the Fire Trigger On Section. It is also possible to enable and disable the Trigger by use of the checkbox located just above this Section.
As this example looks for any new Case created the New records only checkbox has been ticked in the Trigger Rules Section.
NOTE: If you want to restrict the actions that fire the Trigger, for example only new Case records where the Priority is high, then you will need to contact the Support team after creating the Trigger. Workbooks will then update the Ruby Rule section to meet your needs where possible.
After creating the Trigger by clicking the Create button located at the top of the image above two more tabs will become available, the Events and Subscriptions tabs.
The Events tab logs every occurrence in which the Trigger was fired. The Subscriptions tab stores all of the Webhooks associated with the Trigger.
Creating your Webhooks
By making your way to the Subscription tab of the Trigger and clicking the New Webhook button a Webhook can be created.
When creating a Webhook a Name will need to be defined as well as a Callback URL and a User to notify if the Webhook fails.
NOTE: It is best practice to fill in the Description field here as well.This is particularly useful as multiple Webhooks can be stored under a single Trigger.
The Callback URL can be Workbooks specific or from a different online application. It is a URL that refers to a Process that will be carried out when the Webhook is Triggered.
NOTE: If the URL corresponds to an external Web Process, then you must make sure that your Web Service is exposed on a standard port such as 443 or 80.
In this example it is referring to a web process located in the same Workbooks database that is designed to send an email to the Support team informing them that a new Case has been created. The complexity of the process triggered by the Callback URL is not limited allowing for an extensive range of automations to be achievable.
Like Triggers, Webhooks can be enabled and disabled by using the checkbox located below the Description field in the above image. This is again useful when multiple Webhooks are linked to a single Trigger. To conclude creating the Webhook, click the Save and Close button.
Webhooks have two additional tabs, the Events tab and the Delivery tab. If the Webhook is triggered then these events are will appear in the Events tab. It is possible to process multiple events in a single delivery to the Callback URL, each delivery that takes place will be stored within the Deliveries tab. These two levels allow for more visibility when investigating the Trigger and Webhooks.