Connect Formitize and Workbooks CRM

Both apps 46Formitize 19Workbooks CRM 27

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• Trigger
  New Case

  Triggers when a new support case is created in Workbooks.

• Trigger
  New Organisation

  Triggers when a new organisation is created in Workbooks.

• Trigger
  New Person

  Triggers when a new person is created in Workbooks.

• Trigger
  New Sales Lead

  Triggers when a new sales lead is created in Workbooks.

• Trigger
  Posted Credit Note

  Triggers when a credit note in Workbooks is posted.

• Trigger
  Posted Invoice

  Triggers when an invoice in Workbooks is posted.

• Action
  Create Case

  Creates a new support case in Workbooks and returns its id and details.

• Action
  Create Customer Order

  Creates a new customer order in Workbooks and returns its id and details.

• Action
  Create Marketing Campaign

  Creates a new marketing campaign in Workbooks and returns its id and details.

• Action
  Create Marketing Campaign Member

  Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.

• Action
  Create Marketing Campaign Member Status

  Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.

• Action
  Create Organisation

  Creates a new organisation (company) in Workbooks and returns its id and details.

• Action
  Create Person

  Creates a new person (contact) in Workbooks and returns its id and details.

• Action
  Create Sales Lead

  Creates a new sales lead in Workbooks and returns its id and details.

• Action
  Create Task

  Creates a new task in Workbooks and returns its id and details.

• Action
  Find a Customer Order

  Finds a customer order in Workbooks by its order reference and returns the first match.

• Action
  Find a Marketing Campaign

  Finds a marketing campaign in Workbooks by name and returns the first match.

• Action
  Find a Marketing Campaign Member

  Finds a member of a marketing campaign in Workbooks by campaign and member id.

• Action
  Find a Marketing Campaign Member Status

  Finds a member status of a marketing campaign in Workbooks by its name.

• Action
  Find an Organisation

  Finds an organisation in Workbooks by name and returns the first match.

• Action
  Find a Person

  Finds a person in Workbooks by email address and returns the first match.

• Action
  Find a Sales Lead

  Finds a sales lead in Workbooks by name and returns the first match.

• Action
  Update Customer Order

  Updates an existing customer order in Workbooks. Only the fields you fill in are changed.

• Action
  Update Marketing Campaign Member

  Updates an existing marketing campaign member in Workbooks, for example to change their member status.

• Action
  Update Organisation

  Updates an existing organisation in Workbooks. Only the fields you fill in are changed.

• Action
  Update Person

  Updates an existing person in Workbooks. Only the fields you fill in are changed.

• Action
  Update Sales Lead

  Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.