How do I connect Workbooks CRM?

Sign up for Conductor Deck, then add a Workbooks CRM step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Workbooks CRM + Stream Deck

CRM · 4 triggers · 5 actions

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. Add Workbooks CRM to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Workbooks CRM workflow — free See how it works

No code
Free tier
Key press or app-event trigger
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Workbooks CRM

Add Workbooks CRM to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

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Triggers & actions

Events that start your workflow automatically.

New Posted Invoice (Instant)

Emit new event when a new invoice is posted.

New Posted Credit Note (Instant)

Emit new event when a new credit note is posted.

New Person (Instant)

Emit new event when a new person is created.

New Organisation (Instant)

Emit new event when a new organisation is created.

About Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

CRM

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Workbooks CRM

Follow the setup prompts for Workbooks CRM. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Workbooks CRM action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Run it from a key, or let events fire it

Sync your workflow to a Stream Deck button, or skip the button: Workbooks CRM triggers can start it automatically when events happen.

Frequently asked questions

How do I connect Workbooks CRM?: Sign up for Conductor Deck, then add a Workbooks CRM step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Workbooks CRM with your Stream Deck

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