Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Introduction
- Welcome to Workbooks Support: Your Go-To Guide
- Getting Started
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- Introduction to Cases
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- Managing Cases
- Using the Case Portal
- Email
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- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- GatorMail Hard Bounces
- Sending Emails in GatorMail
- Advanced Features
- GatorCreator
- 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
- GatorPopup
- Dotdigital
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- 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
- Reporting FAQs
- 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
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
Scribe/Workbooks Connector
Overview
Scribe Online is a cloud-based integration and data migration platform that enables organisations to connect different applications and automate the movement of data between them.
The Workbooks Scribe Connector allows you to integrate Workbooks CRM with other systems such as ERP, marketing platforms, or legacy CRM systems without the need for complex custom code.
Using Scribe, you can build integrations through a graphical, code-free interface and create automated data flows between systems in real time or at scheduled intervals.
How It Works
- Set up Connections – Connect Workbooks and external systems within the Scribe platform
- Create Integration Maps – Define how data moves between systems using a visual designer
- Apply Business Logic – Use filters, lookups, and rules to control data behaviour
- Run & Monitor – Execute integrations manually or on a schedule
Licensing
To use the Workbooks Scribe Connector, a paid licence is required. If you are interested in using this connector, please contact
sales to discuss available options.
When Should You Use the Scribe Connector?
- You need automated or bi-directional integrations
- You are performing a large-scale data migration
- You want to avoid building and maintaining custom API integrations
- You require complex transformation or business logic
Workbooks also offers alternative integration options depending on your requirements, including APIs, plugins, and third-party tools.