Connect Rootly and Workbooks CRM

Both apps 45Rootly 18Workbooks CRM 27

• Trigger
  New Alert

  Triggers when a new alert is created in Rootly.

• Trigger
  New Incident

  Triggers when a new incident is created in Rootly.

• Trigger
  New Pulse

  Triggers when a new pulse, such as a deploy or config change, is recorded in Rootly.

• Action
  Add action item

  Adds an action item (task or follow-up) to a Rootly incident.

• Action
  Add service

  Creates a new service in Rootly's service catalog.

• Action
  Create Alert

  Creates a new alert in Rootly and returns its ID and status.

• Action
  Create Incident

  Creates a new incident in Rootly and returns its ID, status and link.

• Action
  Create Pulse

  Records a pulse in Rootly, such as a deploy or configuration change, and returns its ID.

• Action
  Get Alert

  Returns one Rootly alert by its ID.

• Action
  Get Incident

  Returns one Rootly incident by its ID.

• Action
  Get Pulse

  Returns one Rootly pulse by its ID.

• Action
  List alerts

  Returns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.

• Action
  List incidents

  Returns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.

• Action
  List pulses

  Returns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.

• Action
  List services

  Returns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.

• Action
  List teams

  Returns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.

• Action
  List users

  Returns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.

• Action
  Update incident

  Updates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.

• 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.