Knowledge Base

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay

What is 123FormBuilder? 123FormBuilder is an online form building tool that allows users to build a variety of web forms, from Surveys to Contact Us Forms. What does this Zap do? This Zap will automatically create a new

What is Wufoo? Wufoo is an online form builder, which can be used to gather information from people visiting your website, such as new Leads, or Support requests.  What does this Zap do? This Zap

Automate the copying of Jira Issues into Workbooks using our Zap Template

What is JIRA? Jira is a ticketing system mainly used by Software Development Teams to keep track of customer issues, bugs, development workflows and releases. What does this Zap do? This Zap will automatically create a

Use this Zap to keep track of who is responding to your surveys and report on the results within Workbooks

Use this Zap Template To create new Sales Leads in Workbooks when you get a new Facebook Ad Lead

What is Eventbrite? Eventbrite is used for creating Events that can then be signed up to and paid for online. It allows you to send out invitations and track your attendees. What does this Zap

Streamline your work processes by using Zapier to create Tasks when Credit Notes are Posted

Use Zapier to create Tasks in Workbooks when a payment is received in Xero to help you keep track of the status of your Invoices

What is Basecamp? Basecamp organises your projects, internal communications, and client work in one place so you have a central system for managing all aspects of your Projects. What does this Zap do? This Zap will automatically create

Set up a Zap between Workbooks and Google Drive using our Zap Template