Integrate the AWS API with the Workbooks CRM API

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

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Popular Ways to Connect AWS with Workbooks CRM#

Create Customer Order with Workbooks CRM API on New Scheduled Tasks from AWS API

AWS + Workbooks CRM

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Create Customer Order with Workbooks CRM API on New SNS Messages from AWS API

AWS + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Scheduled Tasks from AWS API

AWS + Workbooks CRM

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Create Organisation with Workbooks CRM API on New SNS Messages from AWS API

AWS + Workbooks CRM

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Create Person with Workbooks CRM API on New Scheduled Tasks from AWS API

AWS + Workbooks CRM

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Popular AWS and Workbooks CRM Triggers#

New Scheduled Tasks from the AWS API

Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

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New SNS Messages from the AWS API

Creates an SNS topic in your AWS account. Messages published to this topic are emitted from the Pipedream source.

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New Inbound SES Emails from the AWS API

The source subscribes to all emails delivered to a specific domain configured in AWS SES. When an email is sent to any address at the domain, this event source emits that email as a formatted event. These events can trigger a Pipedream workflow and can be consumed via SSE or REST API.

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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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Popular AWS and Workbooks CRM Actions#

Create Customer Order with the Workbooks CRM API

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

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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 Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

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CloudWatch Logs - Put Log Event with the AWS API

Uploads a log event to the specified log stream. See docs

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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

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Overview of AWS#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Connect AWS#

import AWS from 'aws-sdk'

export default defineComponent({
  props: {
    aws: {
      type: "app",
      app: "aws",
    }
  },
  async run({steps, $}) {
    const { accessKeyId, secretAccessKey } = this.aws.$auth
    
    /* Now, pass the accessKeyId and secretAccessKey to the constructor for your desired service. For example:
    
    const dynamodb = new AWS.DynamoDB({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    */
  },
})

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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