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- Welcome to the Knowledge Base
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- What is Spotler?
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- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
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- Reporting on Web Insights data
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Posted Invoices to Xero Invoices
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- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
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- Introduction to Reporting
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- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
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- Sagelink
- Introduction to Transaction Documents
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Installation
Last updated : 17/12/2020Install the Outreach Integration plugin to create custom fields and processes required by the integration
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
To set up the integration, install the Outreach Integration Plugin into your Workbooks database. As a System Admin, click Start > Configuration > Automation > Plugins > Add Plugin. From here, select Script Library and then Outreach Integration. Select Install to begin the Plugin installation.
Step 1 of the Plugin asks for confirmation to go ahead with the installation. When you click Continue, a number of Custom Fields and Automated Processes required by the integration will be installed automatically. More information on the configuration that is created can be found here.
The previous page will take around 1 minute to complete. After seeing a success message, close the installation window.
