Connect Workbooks CRM to ProxyCrawl

Both apps 31Workbooks CRM 27ProxyCrawl 4

• 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.

• Action
  Delete stored page

  Delete one or more stored pages from Crawlbase Cloud Storage by rid. Returns a per-RID delete status.

• Action
  Get account usage

  Retrieve monthly usage statistics for a Crawlbase product. Returns successes, failures, due amount, remaining credits, per-domain breakdown. Rate-limited to 1 request per 5 minutes.

• Action
  Get stored page

  Retrieve a previously stored page from Crawlbase Cloud Storage by rid or by original url. Returns the stored body plus stored_at/original_status/cb_status; format=html|json controls the response envelope.

• Action
  Scrape URL

  Fetch a target URL through Crawlbase's Crawling API, returning the rendered page body plus original_status/cb_status. Supports format=html|json|md, optional JS-token rendering params (page_wait, ajax_wait, scroll, css_click_selector), country routing, and store=true to also persist the page to Cloud Storage (returns rid). The general-purpose scrape/render/anti-bot-bypass endpoint.

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