Workbooks CRM + Canny Integration

Connect Workbooks CRM to Canny in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Canny
    Post is created in Canny Instant
  • Canny
    Post status is changed in Canny Instant
  • Canny
    Post JIRA issue is linked in Canny Instant
  • Canny
    Comment is created in Canny Instant
  • Canny
    Vote is created in Canny Instant
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2.

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Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot 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 logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Canny Automations from
Integrately Community

Most popularmost-popular-automations
01
Canny logo
ClickUp logo
Create ClickUp task for new Canny post
02
Canny logo
Monday.com logo
Create Monday.com item for new Canny post
03
Canny logo
Plutio logo
Create Plutio task for new Canny post
04
Canny logo
Notion logo
Create Notion database item for new Canny post
05
Canny logo
Chatwork logo
Send Chatwork message for new Canny comment
cloud
Canny
app integration
06
Canny logo
Slack logo
Send Slack message for new Canny post
07
Canny logo
GitHub logo
Create GitHub issue from new Canny post
08
Canny logo
Jira Software Server logo
Create Jira Software Server issue from new Canny post
09
Canny logo
Brevo  (Sendinblue) logo
Send Brevo (Sendinblue) email for new Canny post
10
Canny logo
Slack logo
Send Slack message for new Canny post
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
😍
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 Canny 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.
Canny
Canny
Canny is an all-in-one customer feedback tool. It allows you to set up custom workflows that automate how customer feedback gets handled - from the moment it's received to when it's resolved.