Integrate the Airtable API with the Workbooks CRM API

Setup the Airtable API trigger to run a workflow which integrates with the Workbooks CRM API. Pipedream's integration platform allows you to integrate Airtable and Workbooks CRM remarkably fast. Free for developers.

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Popular Ways to Connect Airtable with Workbooks CRM#

Create Comment with Airtable API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Comment with Airtable API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Comment with Airtable API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Comment with Airtable API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Customer Order with Workbooks CRM API on New Field from Airtable API

Airtable + Workbooks CRM

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Popular Airtable and Workbooks CRM Triggers#

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

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New Field Created (Instant) from the Airtable API

Emit new event when a field is created in the selected table. See the documentation

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Popular Airtable and Workbooks CRM Actions#

Create Comment with the Airtable API

Create a comment on a selected record. See the documentation

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Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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Create Field with the Airtable API

Create a new field in a table. See the documentation

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Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

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Create Multiple Records with the Airtable API

Create one or more records in a table in a single operation with an array. See the documentation

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Overview of Airtable#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Connect Airtable#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    airtable_oauth: {
      type: "app",
      app: "airtable_oauth",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.airtable.com/v0/meta/whoami`,
      headers: {
        Authorization: `Bearer ${this.airtable_oauth.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Workbooks CRM#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Connect Workbooks CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workbooks_crm: {
      type: "app",
      app: "workbooks_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.workbooks.com/activity/tasks.api`,
      headers: {
        "Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
      },
    })
  },
})

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