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with Clear Books and RD Station CRM?
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Popular Clear Books and RD Station CRM Triggers#
Popular Clear Books and RD Station CRM Actions#
Create Customer with the Clear Books API
Creates a new customer in Clear Books. See the documentation
Create Purchase Document with the Clear Books API
Creates a new Purchase Document in Clear Books. See the documentation
Create Supplier with the Clear Books API
Creates a new supplier in Clear Books. See the documentation
Integrate the Clear Books API with the RD Station CRM API
Setup the Clear Books API trigger to run a workflow which integrates with the RD Station CRM API. Pipedream's integration platform allows you to integrate Clear Books and RD Station CRM remarkably fast. Free for developers.
Connect Clear Books#
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import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
clear_books: {
type: "app",
app: "clear_books",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.clearbooks.co.uk/v1/businesses`,
headers: {
Authorization: `Bearer ${this.clear_books.$auth.oauth_access_token}`,
"accept": `application/json`,
},
})
},
})
Overview of RD Station CRM#
RD Station CRM API offers a suite of powerful tools for managing customer relationships and sales pipelines. With this API, you can automate the syncing of lead information, update records, and manage sales activities. By leveraging Pipedream's capabilities, you can create intricate workflows that react to events in RD Station CRM, synchronize data across multiple platforms, and trigger actions that streamline your sales and marketing processes.
Connect RD Station CRM#
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import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
rd_station_crm: {
type: "app",
app: "rd_station_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://plugcrm.net/api/v1/token/check`,
params: {
token: `${this.rd_station_crm.$auth.api_token}`,
},
})
},
})
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