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with Elastic Email and Workbooks CRM?
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Popular Ways to Connect Elastic Email with Workbooks CRM#
Popular Elastic Email and Workbooks CRM Triggers#
Emit new event when a new contact is added to a mailing list. See the documentation
Emit new event when a recipient clicks a link in an email. See the documentation
Emit new event when a recipient opens an email. See the documentation
Emit new event when a new organisation is created.
Popular Elastic Email and Workbooks CRM Actions#
Adds a new contact to a mailing list. See the documentation
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 Elastic Email#
The Elastic Email API allows you to integrate a robust email sending platform into your Pipedream workflows. Use it to send emails, manage contacts, and track campaign statistics. With this API, you can automate email notifications, synchronize subscriber lists, or trigger marketing campaigns based on user actions.
Connect Elastic Email#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
elastic_email: {
type: "app",
app: "elastic_email",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.elasticemail.com/v2/account/profileoverview`,
headers: {
"X-ElasticEmail-ApiKey": `${this.elastic_email.$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}`,
},
})
},
})
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