Workbooks CRM + Amelia Integration

Connect Workbooks CRM to Amelia in 1 click

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1.
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Amelia
    Booking is completed in Amelia Instant
  • Amelia
    Booking status is changed in Amelia Instant
  • Amelia
    Booking is rescheduled in Amelia Instant
  • Amelia
    Booking is canceled in Amelia Instant
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2.

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Ready Workflows Ready Workflows   for Workbooks CRM + Amelia Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Amelia + Workbooks CRM Integration

Create Workbooks CRM task for new Amelia booking

Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an booking is created in your Amelia account.

With the help of this integration, when an booking is created, a task will be automatically created in Workbooks CRM and will include the details of the booking (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!
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Automations

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Amelia Automations from
Integrately Community

Most popularmost-popular-automations
01
Amelia logo
WhatsApp logo
Send WhatsApp message for new Amelia booking
02
Amelia logo
ActiveCampaign logo
Create ActiveCampaign contact for new Amelia booking
03
Amelia logo
Google Sheets logo
Create Google Sheets row for new Amelia booking
04
Amelia logo
SMTP logo
Send SMTP email for new Amelia booking
05
Amelia logo
Twilio logo
Send Twilio sms for new Amelia booking
cloud
Amelia
app integration
06
Amelia logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Amelia booking
07
Amelia logo
HubSpot logo
Update HubSpot contact from new Amelia booking
08
Amelia logo
HubSpot logo
Create HubSpot deal for new Amelia booking
09
Amelia logo
Google Meet logo
Create Google Meet event for new Amelia booking
10
Amelia logo
Shopify logo
Create Shopify article for new Amelia booking
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Amelia With 1400+ Other Apps

Workbooks CRM
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Amelia
Amelia
Amelia is the only platform that combines language understanding, AI-based conversational capabilities, and natural human interaction to deliver unprecedented conversational experiences.