Connect Clappia and workbooks to Build Intelligent Automations

Choose a Trigger

Clappia

When this happens...

Choose an Action

workbooks

Automatically do this!

Enable Integrations or automations with these events of Clappia and workbooks

Enable Integrations or automations with these events of Clappia and workbooks

Actions

Create Clappia submission

Create Clappia submission

Create a new submission in a chosen Clappia app using the provided form data and requester email.

Update submission

Update submission

Update an existing submission's form data.

Update submission status

Update submission status

Update a submission's status and optionally add comments.

Request a new Action for Clappia

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Frequently Asked Questions

How do I start an integration between Clappia and workbooks?

To start, connect both your Clappia and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in workbooks (or vice versa).

Can we customize how data from Clappia is recorded in workbooks?

Absolutely. You can customize how Clappia data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clappia and workbooks?

The data sync between Clappia and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clappia to workbooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clappia and workbooks?

Yes, you can set conditional logic to control the flow of data between Clappia and workbooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Clappia

About Clappia

Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.

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workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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