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Create tasks in Workbooks when new credit notes are posted

What does this Zap do?

Every time you post a Credit Note in Workbooks, the Zap will create a Task in Workbooks. This template is ideal to use if you have follow-on tasks which need to take place after a Credit Note is posted in Workbooks. For example, you might need to process the refund, send an email or manually offset against an existing invoice in your external accounting system.

Setting up the Zap

A Zap Template called 'Create tasks in Workbooks when new credit notes are posted' can be used to speed up the process of setting this up.

You will need to connect your Workbooks account for both the 'Trigger' and 'Action' steps. 

When you get through to the 'Set up Workbooks CRM Task' page, you will see that some of the fields have been completed already. These are:

  • Subject => 'Credit Note {Credit Note Descriptor} has been posted'. You could amend this to include reference to the action that needs to be completed e.g. 'Process refund for Credit Note {Credit Note Descriptor}'.
  • Due Date => This has been set to 7 days later than the date the Credit Note was created. You can find details on modifying dates & times on the Zapier website
  • Status => 'New'.
  • Priority => 'Medium'.

These are simply suggestions of what you might want to include, and can be changed to suit your process. You will need to map all fields that are marked as required in order to proceed.

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You can view further fields available to be mapped by clicking 'Show Advanced Options'.

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After setting up the field mappings, you will be prompted to test the Zap to ensure it is working as expected.

Note: You should ensure that the Posted Credit Note Trigger is enabled within Configuration > Automation > Triggers.