Zapier lets you easily connect the web apps you use, making it simple to automate tasks and get more out of your data. It works by using 'Triggers' and 'Actions' i.e. if X happens then do Y. You can find further information in our Knowledge Base.
Setting up Zaps between Workbooks and other applications is simple, and this month we have been busy adding 'Template Zaps' to give you more ideas of how you can streamline your processes. These are:
- Create tasks in Workbooks CRM when payments have been received in Xero
- Create new Cases in Workbooks CRM when new JIRA issues are raised
- Create a new JIRA ticket when a Case is created in Workbooks
- Create tasks in Workbooks CRM when new credit notes are posted in Workbooks
- Add tasks for new or existing leads in Workbooks CRM when new attendees register for an event on Eventbrite
We will continue adding to the list of available Template Zaps, so feel free to email [email protected] with suggestions.
Did you know ... A Template Zap doesn't need to be available in order to use the Zapier integration. You simply need to check that the application you want to integrate with is available on Zapier and start building your Zap. Further information about how you can do this is available in our Knowledge Base.