What do you want to automate

with Celonis EMS and Workbooks CRM?

Prompt, edit and deploy AI agents that connect to Celonis EMS, Workbooks CRM and 2,800+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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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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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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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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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

 
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Update Person with the Workbooks CRM API

Updates a person.

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

Overview of Celonis EMS

The Celonis EMS API allows you to harness the power of process mining and execution management within your workflows. Integrated within Pipedream, this API enables you to automate actions based on process insights, such as identifying bottlenecks and initiating corrective measures. You can trigger workflows from Celonis data, send data back into Celonis for deeper analysis, or even mix data from different sources for rich, actionable insights.

Connect Celonis EMS

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    celonis_ems: {
      type: "app",
      app: "celonis_ems",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.celonis_ems.$auth.team}.${this.celonis_ems.$auth.cluster}.celonis.cloud/intelligence/api/knowledge-models`,
      headers: {
        Authorization: `Bearer ${this.celonis_ems.$auth.api_key}`,
      },
    })
  },
})

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

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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}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo