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Setup an action from Workbooks CRM

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Connect Shopify and Workbooks CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Tag in Order
Triggers when a tag has either been added or removed from an order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- TagsRequired
- Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- TitleRequired
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Contact Email
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Contact Phone
- TagsRequired
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Fulfillment Order IDRequired
- Notify Customer
- Address Line 1
- Street Address Line 2
- City
- Country Code
- State/Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjust or Set quantity?Required
- NameRequired
- The reason for the quantity changesRequired
- LocationRequired
- ProductRequired
- Product VariantRequired
- Product Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Product_typeRequired
- VendorRequired
- Payment Status
- Product Description
- TagsRequired
- Collection ID
- Handle
- A note about the company
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- First Name
- Last Name
- Contact Email
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- TagsRequired
- Contact Phone
- A note about the company
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
- Send Account Invite Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Product Variant
- Price
- Compare at Price
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Tax Code
- Charge Tax On This Variant?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product IDRequired
- TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- TitleRequired
- Product_typeRequired
- VendorRequired
- Payment Status
- Product Description
- TagsRequired
- Collection ID
- Handle
- A note about the company
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Case
Triggers when a new case is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lookup nameRequired
- Value
- Value list
- Default value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Marketing Campaign ID
- Payment Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assigned ToRequired
- Category
- Payment Status
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Payment Status
- Tax point dateRequired
- Product
- Line Description
- QuantityRequired
- Unit price (document currency)Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Due Date
- Completed Date
- Assigned ToRequired
- TypeRequired
- StatusRequired
- PriorityRequired
- Primary Contact ID
- Primary Contact Type
- Customer Order NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Payment Status
- Tax point dateRequired
- Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Title
- NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign Name
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- StatusRequired
- Marketing CampaignRequired
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Name
- Website
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
- Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Customer Order Name
- External Reference
- Object Reference
- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Payment Status
- Tax point dateRequired
- Accounting period ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Marketing Campaign ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- BlogRequired
- Blog Entry Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Abandoned Cart Age (Hours)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Draft Order
Triggers when a new draft order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a refund or partial refund occurs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order IDRequired
- Type of Line Item to AddRequired
- Reason for Edit
- Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- TagsRequired
- Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Email
- ProductRequired
- Product Variant
- Product Quantity
- TitleRequired
- Price
- Weight in Grams
- A note about the company
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- TagsRequired
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initial ValueRequired
- Code
- Customer ID
- Expiry Date
- A note about the company
- Template Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Email
- ProductRequired
- Product Variant
- SKU (Stock Keeping Unit)
- Product Quantity
- TitleRequired
- Price
- Weight in Grams
- Price
- Rate
- Title
- A note about the company
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- TagsRequired
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- LocationRequired
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Channel IDRequired
- Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Contact Email
- A note about the company
- Contact Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- TagsRequired
- Additional Details
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- TitleRequired
- Product_typeRequired
- VendorRequired
- Payment Status
- Product Description
- TagsRequired
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
- Include Closed Fulfillment Orders
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner_resourceRequired
- Owner_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SKU (Stock Keeping Unit)
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Contact Email
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Contact Phone
- TagsRequired
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product IDRequired
- TitleRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Marketing Campaign ID
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assigned ToRequired
- StatusRequired
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Order NameRequired
- Assigned ToRequired
- Document CurrencyRequired
- Customer Order DateRequired
- Payment Status
- Tax point dateRequired
- Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assigned ToRequired
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Member's NameRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- NameRequired
- Assigned ToRequired
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Lock VersionRequired
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- EmailRequired
- Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Order Name
- External Reference
- Object Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Name
- Object Reference
- External Reference
- NameRequired
- Assigned ToRequired
- Category
- Payment Status
- Start Date
- End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- StatusRequired
- Marketing CampaignRequired
- External Reference
- Marketing Campaign ID
- Payment Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Campaign Name
- Website
- Object Reference
- External Reference
- NameRequired
- Assigned ToRequired
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Marketing Campaign ID
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's NameRequired
- Assigned ToRequired
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Marketing Campaign ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found