Connect workbooks with 2200+ apps
Integrate workbooks with your favorite apps
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Real-world use cases of workbooks integrations
See how workbooks integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with workbooks automations
Automate when something happens in workbooks
Login -> Create new flow -> Select trigger -> Search workbooks -> Choose the trigger from the list
Take action in workbooks when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search workbooks -> Choose the action from the list
Trigger
Action
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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