Integrate the Discord API with the Workbooks CRM API

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

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Popular Ways to Connect Discord with Workbooks CRM#

Create Customer Order with Workbooks CRM API on New Message (Instant) from Discord API

Discord + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Message (Instant) from Discord API

Discord + Workbooks CRM

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Create Person with Workbooks CRM API on New Message (Instant) from Discord API

Discord + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on New Message (Instant) from Discord API

Discord + Workbooks CRM

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Update Person with Workbooks CRM API on New Message (Instant) from Discord API

Discord + Workbooks CRM

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Popular Discord and Workbooks CRM Triggers#

New Message (Instant) from the Discord API

Emit new event for each message posted to one or more channels in a Discord server

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Message Deleted (Instant) from the Discord API

Emit new event for each message deleted

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New Command Received (Instant) from the Discord API

Emit new event for each command posted to one or more channels in a Discord server

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New Guild Member (Instant) from the Discord API

Emit new event for each new member added to a guild

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Reaction Added (Instant) from the Discord API

Emit new event for each reaction added to a message

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Popular Discord 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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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

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Send Message with the Discord API

Send a simple message to a Discord channel

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Overview of Discord#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Connect Discord#

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

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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