Create Workbooks CRM task from new GitHub issue
GitHub + Workbooks CRM Integration
Workbooks CRM + GitHub Integration
Integrate GitHub to Workbooks CRM in one click, or tell Integrately AI how you want each issue handled. Create a CRM case from every new GitHub issue automatically, update your tracking records, alert your support team, and log follow-up tasks.
Free forever.Use premium features free for 14 days.1.
Case is created in Workbooks CRM Instant- Organization is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
Commit is created in GitHub- Issue is created in GitHub
- Repo issue is created in GitHub
- Issues assigned to me from a GitHub organization in GitHub
- Repository is created in GitHub
- Pull request is created in GitHub
- Release is created in GitHub
- Repo event is created in GitHub
- Commit comment is created in GitHub
- Gist is created in GitHub
- Team is created in GitHub
- Milestone is created in GitHub
- Branch is created in GitHub
- Organization is created in GitHub
- Label is created in GitHub
- Collaborator is created in GitHub
2.
- Create marketing campaign member status in Workbooks CRM
- Create organization in Workbooks CRM
- Create person in Workbooks CRM
- Create sales lead in Workbooks CRM
- Search person in Workbooks CRM
- Update person in Workbooks CRM
- Search organization in Workbooks CRM
- Update organization in Workbooks CRM
- Create customer order in Workbooks CRM
- Search marketing campaign status in Workbooks CRM
- Search marketing campaign in Workbooks CRM
- Create customer order and line items in Workbooks CRM
- Search customer order in Workbooks CRM
- Update customer order in Workbooks CRM
- Create marketing campaign member in Workbooks CRM
- Search marketing campaign member in Workbooks CRM
- Update marketing campaign member in Workbooks CRM
- Search sales lead in Workbooks CRM
- Update sales lead in Workbooks CRM
- Create case in Workbooks CRM
- Create task in Workbooks CRM
- Create issue in GitHub
- Update issue in GitHub
- Create an issue comment in GitHub
- Create pull request in GitHub
- Update pull request in GitHub
- Create gist in GitHub
- Search Repository in GitHub
- Search user in GitHub
- Search pull requests in GitHub
- Delete branch protection in GitHub
- Search issue in GitHub
Trusted by experts at...
Ready Workflows for GitHub + Workbooks CRM Integration
Create cases from issues, update CRM records, alert your team, and log follow-up tasks, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your GitHub + Workbooks CRM flow
Keep your wider team and tools updated the moment developer work links to customer management records. Pick a combination and activate it in one click.
+
Jira Software Cloud (4)
Jira Software Cloud (4) +
Slack (4)
Slack (4) +
Confluence (3)
Confluence (3) +
Google Drive (3)
Google Drive (3) +
Zendesk (3)
Zendesk (3) +
QuickBooks Online (3)
QuickBooks Online (3) G
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Create a Jira issue for every new GitHub issue, and log the case in Workbooks CRM
New GitHub issues instantly generate a Jira issue and a Workbooks CRM case, ensuring development and support teams stay aligned.
W
J
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When a new sales lead is created in Workbooks CRM, create a Jira issue and open a pull request in GitHub
New sales leads in Workbooks CRM automatically trigger tracking tasks in Jira and GitHub to begin implementation work.
G
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When a GitHub pull request is created, update the Jira issue and update the Workbooks CRM sales lead
Pull requests in GitHub automatically update your Jira tracker and Workbooks CRM sales lead status.
G
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Use Claude to analyse new GitHub issues, create a Jira task, and log a case in Workbooks CRM
Claude evaluates new GitHub issues to structure Jira tasks and Workbooks CRM cases automatically.
Supported triggers and actions for Workbooks CRM and GitHub
Mix and match to build the exact automation you need
Workbooks CRM Triggers & Actions
Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
Try it → Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
Try it → Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
Try it → Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
Try it → Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
Try it → Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
Try it → Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
Try it → GitHub Triggers & Actions
Issues assigned to me from a GitHub organization in GitHub
Triggers the automation when a GitHub issue is assigned to the particular user
Try it → Pull request is created in GitHub
Triggers the automation when a new pull request is created
Try it → Commit comment is created in GitHub
Triggers the automation when a comment is added to a commit in the repository
Try it → Branch is created in GitHub
Triggers the automation when a new branch is created in a git repository
Try it → Organization is created in GitHub
Triggers the automation when a new organization is created
Try it → Collaborator is created in GitHub
Triggers the automation when a new event or workout session is scheduled
Try it → What can you automate with GitHub + Workbooks CRM?
Synchronize development issues, customer cases, tasks, and sales records automatically between GitHub and Workbooks CRM.
🔄
Create Workbooks CRM cases from GitHub issues
Automatically open a case in Workbooks CRM whenever a new issue is created in GitHub. Eliminate manual handoffs and keep customer operations synced with developer progress.
📝
Capture every submitted issue field
Map detailed issue descriptions, labels, and timestamps from GitHub directly into corresponding Workbooks CRM case fields. Your CRM history remains comprehensive and accurate.
🔔
Alert the right team member immediately
Trigger instant team notifications whenever development milestones or customer leads update. Keep engineers and account executives aligned without constant check-ins.
🔀
Route records based on submitted tags
Apply conditional rules to direct urgent GitHub issues to priority Workbooks CRM queues while routing standard maintenance requests to secondary task lists.
⏱️
Keep CRM destination data up to date
Automatically update existing sales leads, tasks, and customer orders in Workbooks CRM as pull requests progress and releases deploy in GitHub.
🔍
Search and update instead of creating duplicates
Look up existing records in Workbooks CRM before creating new entries, preventing duplicate data accumulation from frequent GitHub events.
📌
Handle later status changes and releases
Trigger automated CRM updates when GitHub pull requests are merged, milestones are closed, or new software releases are published.
🔌
Extend workflows to Slack or Jira
Connect your core GitHub and Workbooks CRM flow to Slack or Jira Software Cloud to broadcast updates and manage multi-step cross-functional projects.
And much more...
Who is GitHub + Workbooks CRM integration for?
Engineering and customer operations teams depend on this integration to bridge code management with customer records, ensuring no issue or case is ever missed.
Operations Managers
Support Leads
Account Managers
Customer Operations Teams
Product Managers
Quality Assurance Leads
📈
Operations Managers
You report on active support cases and engineering velocity, but your tracking metrics only update when someone manually exports issues, so your dashboard numbers are always a few hours behind — with this integration, every new GitHub issue logs a Workbooks CRM case instantly and your reports stay current.
⚡
Support Leads
You need to act fast when critical bugs are reported by clients, but you find out about engineering issues hours after they appear because teams work in silos — automating both apps means every GitHub issue creates a Workbooks CRM case immediately and your support queue stays updated.
🤝
Account Managers
You answer to enterprise clients who want to see real-time progress on their custom feature requests, but pulling data across systems takes hours of manual checking — connecting these apps means every GitHub pull request updates your Workbooks CRM records so client answers are always ready.
📊
Customer Operations Teams
The volume of incoming bug reports is too high for anyone to keep up with by hand, leading to missed client tickets and frustrated customers — with this integration, every new GitHub event flows straight into your CRM without manual data entry.
⚙️
Product Managers
You own the roadmap and depend on support teams upstream to hand over client feature requests, but details get lost in transit — automating both apps means every customer order and sales lead links directly to developer tasks.
📋
Quality Assurance Leads
You need a reliable audit history of bug fixes and client implementations, but keep finding gaps between your code repositories and CRM accounts — this integration means every release and issue is logged accurately across platforms.
Did you know?
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Why choose Integrately to automate Workbooks CRM + GitHub
Build and manage your Workbooks CRM + GitHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Workbooks CRM + GitHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions
How do I connect GitHub to Workbooks CRM?
You can connect GitHub to Workbooks CRM in 1-click using ready-made templates on Integrately, or ask Integrately AI to build custom multi-step flows combining tools like Slack, Jira Software Cloud, and Zendesk.
Can I automatically create Workbooks CRM cases from new GitHub issues?
Can I connect GitHub, Workbooks CRM, and Slack?
What is a good Zapier alternative for GitHub and Workbooks CRM?
How does GitHub handle issue data in this integration?
Can Workbooks CRM trigger updates when sales leads or tasks change?
Do I need coding skills to automate GitHub and Workbooks CRM?
Is the GitHub and Workbooks CRM integration free?
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