Integrate the Discord Bot API with the Workbooks CRM API

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

Popular Ways to Connect Discord Bot with Workbooks CRM#

Create Customer Order with Workbooks CRM API on New Message in Channel from Discord Bot API

Discord Bot + Workbooks CRM

Try it

Create Organisation with Workbooks CRM API on New Message in Channel from Discord Bot API

Discord Bot + Workbooks CRM

Try it

Create Person with Workbooks CRM API on New Message in Channel from Discord Bot API

Discord Bot + Workbooks CRM

Try it

Find or Create an Order with Workbooks CRM API on New Message in Channel from Discord Bot API

Discord Bot + Workbooks CRM

Try it

Update Person with Workbooks CRM API on New Message in Channel from Discord Bot API

Discord Bot + Workbooks CRM

Try it

Popular Discord Bot and Workbooks CRM Triggers#

New Message in Channel from the Discord Bot API

Emit new event for each message posted to one or more channels

Try it

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

Try it

New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

Try it

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

Emit new event when a new credit note is posted.

Try it

New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

Try it

Popular Discord Bot and Workbooks CRM Actions#

Create Customer Order with the Workbooks CRM API

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

Try it

Add Role with the Discord Bot API

Assign a role to a user. Remember that your bot requires the MANAGE_ROLES permission. See the docs here

Try it

Create Organisation with the Workbooks CRM API

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

Try it

Change Nickname with the Discord Bot API

Modifies the nickname of the current user in a guild.

Try it

Create Person with the Workbooks CRM API

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

Try it

Overview of Discord Bot#

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Connect Discord Bot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    discord_bot: {
      type: "app",
      app: "discord_bot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://discord.com/api/users/@me`,
      headers: {
        "Authorization": `Bot ${this.discord_bot.$auth.bot_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}`,
      },
    })
  },
})