What do you want to automate
with CommCare and Workbooks CRM?
Prompt, edit and deploy AI agents that connect to CommCare, Workbooks CRM and 2,900+ other apps in seconds.
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Popular CommCare and Workbooks CRM Triggers#
Popular CommCare and Workbooks CRM Actions#
Creates an order from your customers for your goods or services.
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Creates a person. People are recorded in your database, e.g a contact, an employee.
Returns and order if exists otherwise creates a new one.
Overview of CommCare#
The CommCare API provides programmatic access to CommCareHQ data, allowing developers to build powerful automations and integrations. With this API, you can retrieve and update data such as forms, cases, and users. These capabilities enable you to streamline workflows, synchronize datasets across platforms, and extend CommCare's functionality.
Connect CommCare#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
commcare: {
type: "app",
app: "commcare",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.commcarehq.org/api/v0.5/identity/`,
headers: {
"Authorization": `ApiKey ${this.commcare.$auth.email}:${this.commcare.$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#
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