Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- 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
- GatorWorkflow
- GatorPopup
- Opportunities
- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- 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
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to 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
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
- Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- Contact Support
- Releases & Roadmap
Available Triggers and Actions
A list of the Triggers, Actions and Searches currently available in Zapier
Triggers
This is the change that occurs in Workbooks which prompts an Action to be made in another app. The information about the new/changed record is sent to be Zapier to be used in the Action.
- New Person
- New Organisation
- New Sales Lead
- New Case
- Posted Invoice
- Posted Credit Note
Actions
This is the change that will take place in Workbooks when a Trigger has taken place in another app, using information sent through Zapier from that Trigger.
- Create Person
- Update Person
- Create Organisation
- Update Organisation
- Create Sales Lead
- Update Sales Lead
- Create Case
- Create Task
- Create Marketing Campaign
- Create Marketing Campaign Member
- Update Marketing Campaign Member
- Create Customer Order
- Create Customer Order and Line Items
- Update Customer Order
Searches
These can be used in multi-step Zaps (this requires a paid Zapier account). This step is required if you want to update an existing record in Workbooks, as you’ll need the id and lock version to make the update, or can be used to fill in information in your Action, for example, finding the Person to set as the Primary Contact in your Create Task Action.
- Find a Person
- Find an Organisation
- Find a Sales Lead
- Find a Marketing Campaign
- Find a Marketing Campaign Status
- Find a Marketing Campaign Member
- Find a Customer Order
If you have a DLI or Reference field that needs populating, the following Action will allow you to do a lookup of any Record Type by its Name, Object Reference, or External Reference, and returns the Id value you need to populate the field. It can also be used to fetch multiple details about a Product to be able to populate things like Line Description and Unit Price on Line Items.
- Perform Dynamic Lookup
Find or Create
These combine a Search and Action, reducing the number of steps needed in your Zap. If an existing record is not found, then one will be created for you, and the results from the Find/Create can then be used in following Actions.
- Find or Create a Person
- Find or Create an Organisation
- Find or Create a Sales Lead
- Find or Create a Marketing Campaign
- Find or Create a Marketing Campaign Status
- Find or Create a Marketing Campaign Member
- Find or Create an Order