Duration: 2 Days

Cost: $1,400 per attendee

Upcoming Dates:

Date Location Contact Us
Suspended pending CDC advice TBC Email Us
Suspended pending CDC advice TBC Email Us

NOTE:  Dates are subject to change depending on the number of bookings received.  For up-to-date information on availability please contact


This 2-day course is aimed at software engineers who will be developing integrations or automations using the Workbooks API. It will cover all the elements you need to understand to develop process engine scripts or to integrate third-party applications via the restful API.

To enquire about other dates please contact

What are the pre-requisites for the course?

You need to be a software engineer proficient in a commonly-used web programming language like PHP, .NET or Java. The practical elements of the course will be delivered using PHP, although PHP experience is not essential.

We would also recommend that you are familiar with Workbooks, either as a result of attending the Workbooks System Administrator training (see above) or through hands-on usage of the system.

Course Outline

Course section Description To Cover
Introduction to the Workbooks API and the Data Model How to use the API.
  1. The wire protocol
  2. Pre-existing wrappers
  3. Debug tools
  4. Metadata
The security model How to configure capabilities and permissions.
  1. Login, user credentials, API keys, session IDs
  2. Capabilities and permissions
  3. Databases and sandboxes
The process engine Creating, reading, updating and deleting (CRUD) objects.
  1. Scheduled processes
  2. Button processes
  3. Web processes
  4. Process on save
Reporting, Emails and PDFs Understanding the reporting engine.
  1. Reporting engine & API’s
  2. Generating emails and PDF’s using the API
Best Practice Working with the API.
  1. Logging
  2. Performance considerations
  3. Caching and retrying
Getting help from Workbooks Forums
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