Knowledge Base

Zaps are set up within Zapier. You should first search for whether a Zap Template exists already, as this will greatly speed up the process. The Zap Templates that currently exist are listed below. Clicking

Add more steps into your Zaps, like a Search step or Filter

To create Zaps between Workbooks and other apps, you must first connect Zapier to your Workbooks account. Within Zapier, you can do this either by going to App Connections and click ‘+Add Connection’

A list of the Triggers, Actions and Searches currently available in Zapier

You can integrate Workbooks with many other apps using Zapier. An overview of how this works and the requirements before getting started.