Workbooks CRM integrations
Use Nekton to connect Workbooks CRM with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Workbooks CRM integrations with Nekton
Create automations that integrate Workbooks CRM with other services
Nekton AI can integrate Workbooks CRM with many online apps and tools.
Here are some popular integrations you can try to automate your Workbooks CRM workflows:
Workbooks CRM actions
Nekton can use any feature that is available in Workbooks CRM API.
Using our advanced AI, you can easily create custom automations for Workbooks CRM.
Here are some typical actions you can do in your automated workflows.
Perform Dynamic Lookup
Looks up values using a Dynamic Lookup Item.
Create Marketing Campaign Member Status
Adds a new member status to a Marketing Campaign.
Create Marketing Campaign
Creates a new Marketing Campaign.
Create Customer Order and Line Items
Creates a new Customer Order and Line Items
Create Person
Creates a new Person.
Create Task
Creates a new task.
Update Customer Order
Updates a customer order which has previously been found with a Find Customer Order step.
Update Person
Update an existing Person.
Find a Marketing Campaign
Find a marketing campaign.
Find a Marketing Campaign Member Status
Find a marketing campaign member status.
Find an Organisation
Find an organisation.
Find a Sales Lead
Find a sales lead.
Find or Create a Marketing Campaign Member
Find or Create a Marketing Campaign Member
Find or Create an Order
Find or Create an Order
Find or Create a Person
Find or Create a Person
Create Marketing Campaign Member
Adds a new member to a Marketing Campaign.
Create Case
Creates a new case.
Create Customer Order
Creates a new Customer Order
About Workbooks CRM
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.