General
Available Zapier Actions
Available Zapier Actions CustomBooks™ provides the following actions that may be used in Zapier: Create Salesperson This action results in the creation of a new salesperson. The salesperson has one field: Salesperson name. Create Company This action ...
Integrate with Zapier
Integrate with Zapier CustomBooks™ has partnered with Zapier and this allows you to connect CustomBooks™ to more than 500 applications to automate tasks. About Zapier Zapier enables you to automate tasks between other online apps (like Salesforce, ...
How to Get Started with CustomBooks™ and Zapier
How to Get Started with CustomBooks™ and Zapier Create an account at Zapier.com. There are both free and paid plans available. Click the Make a Zap button Search for the application that you’d like to have as the trigger application in the search box ...