- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Mailing Lists
- Marketing Campaigns
- Upload Library
- Workbooks Web Insights
- GatorMail Integration
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign 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
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Introduction to Zapier and Zaps
Zapier and Workbooks
There is no need to keep waiting for developers to build the integrations you wish for.
Workbooks can communicate with Zapier, a tool that makes it possible to connect the apps you use and get more out of your data, thus allowing you to automate tasks between online apps. This will allow you to be able to use complementary apps side by side in the way you want.
How does it work?
Zapier is a web automation tool where you can build Zaps that can automate specific parts of your business. A Zap is a blueprint of a predefined task that you want to run over and over again. Zaps work by using 'Triggers' and 'Actions', allowing you to tell Zapier 'When this happens in this app, do that in another app'.
- The Zapier Triggers are controlled by Triggers and Webhooks within Workbooks. The 'Workbooks Trigger' listens for any change in Workbooks that meets a specific criteria, and uses a Webhook to send the relevant information to the 'Zapier Trigger'.
- The Zapier Actions collect the information sent from another app and use the Workbooks API to carry out the necessary steps within Workbooks.
Supported by over 500 applications, it is possible to mix and match Triggers and Actions to automate tasks that previously had to be carried out manually. This can aid in speeding up workflows and increasing efficiency and productivity.
Zaps are very lightweight and easy to set up, so there are only two things needed to start creating your very own;
1. An active Workbooks account
2. A Zapier account
What Zap Templates are available?
You do not need a Zap Template to set up an integration, but if there is one available it can greatly speed up the process. We currently have the following Zap Templates available. We recommend that you read our Setting up Zaps page to find documentation for each of these, and to learn how to set up Zaps with Workbooks. Alternatively clicking 'Use this Zap' below will take you to Zapier's website to start creating the Zap.