Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- What is Spotler?
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- Introduction to GatorMail
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- Advanced Features
- 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
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- DocuSign – Worked Examples
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- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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 Integrations
- Microsoft Office
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- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- 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
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- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Multiple GoToWebinar Accounts
Configure the GoToWebinar Integration to authenticate with more than one GoToWebinar account.
The GoToWebinar integration allows you to synchronise Webinars from more than one GoToWebinar account. Simply revisit the Plugin at any time and choose “Setup New GoToWebinar Account Authorisation” from the list. Clicking Continue will pop open a new window allowing you to login to another GoToWebinar account and complete the same steps as documented here.
On an Event record, simply select the GoToWebinar Account that you wish to sync the Event with before using the “Create Webinar” Process Button.
If your Workbooks instance has more than one account configured and you do not select an Account to use, an error will be displayed:
In the instance that your Workbooks database has only one GoToWebinar account configured, then this account is used for all Events. Therefore, we recommend that the GoToWebinar Account field is hidden from your Form Layouts as the field is unnecessary.