Triggers

This is the change that occurs in Workbooks which prompts an Action to be made in another app. The information about the new/changed record is sent to be Zapier to be used in the Action.

• New Person
• New Organisation
• New Sales Lead
• New Case
• Posted Invoice
• Posted Credit Note

Actions

This is the change that will take place in Workbooks when a Trigger has taken place in another app, using information sent through Zapier from that Trigger.

• Create Person
• Update Person
• Create Organisation
• Update Organisation
• Create Sales Lead
• Update Sales Lead
• Create Case
• Create Task
• Create Marketing Campaign
• Create Marketing Campaign Member
• Update Marketing Campaign Member
• Create Customer Order
• Create Customer Order and Line Items
• Update Customer Order

Searches

These can be used in multi-step Zaps (this requires a paid Zapier account). This step is required if you want to update an existing record in Workbooks, as you'll need the id and lock version to make the update, or can be used to fill in information in your Action, for example, finding the Person to set as the Primary Contact in your Create Task Action.

• Find a Person
• Find an Organisation
• Find a Sales Lead
• Find a Marketing Campaign
• Find a Marketing Campaign Status
• Find a Marketing Campaign Member
• Find a Customer Order

If you have a DLI or Reference field that needs populating, the following Action will allow you to do a lookup of any Record Type by its Name, Object Reference, or External Reference, and returns the Id value you need to populate the field. It can also be used to fetch multiple details about a Product to be able to populate things like Line Description and Unit Price on Line Items.

• Perform Dynamic Lookup

Find or Create

These combine a Search and Action, reducing the number of steps needed in your Zap. If an existing record is not found, then one will be created for you, and the results from the Find/Create can then be used in following Actions.

• Find or Create a Person
• Find or Create an Organisation
• Find or Create a Sales Lead
• Find or Create a Marketing Campaign
• Find or Create a Marketing Campaign Status
• Find or Create a Marketing Campaign Member
• Find or Create an Order