Workbooks CRM integration
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
What your agents can do with Workbooks CRM
9 pre-built Workbooks CRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
Update Person
Updates a person.
Find or Create an Order
Returns and order if exists otherwise creates a new one.
Create Person
Creates a person. People are recorded in your database, e.g a contact, an employee.
Create Organisation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Create Customer Order
Creates an order from your customers for your goods or services.
Triggers (4)
New Posted Invoice (Instant)
Emit new event when a new invoice is posted.
New Posted Credit Note (Instant)
Emit new event when a new credit note is posted.
New Person (Instant)
Emit new event when a new person is created.
New Organisation (Instant)
Emit new event when a new organisation is created.
Set up Workbooks CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Workbooks CRM account
In Relevance AI, open Integrations and add Workbooks CRM. You will be sent to Workbooks CRM to sign in and approve access, and the connection is stored against your workspace.
Use Workbooks CRM in an agent
Create a tool, add a Workbooks CRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Workbooks CRM to work in your agents
Connect Workbooks CRM alongside 1,800+ other integrations and let your agents run the busywork.