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with Google Tasks and Workbooks CRM?
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Popular Ways to Connect Google Tasks with Workbooks CRM#
Popular Google Tasks and Workbooks CRM Triggers#
Emit new event when a new organisation is created.
Emit new event for each task added to Google Tasks. See the documentation
Emit new event when a new credit note is posted.
Emit new event for each task added or updated to Google Tasks. See the documentation
Popular Google Tasks and Workbooks CRM Actions#
Creates a new task and adds it to the authenticated user's task lists. See the docs here
Creates an order from your customers for your goods or services.
Creates a new task list and adds it to the authenticated user's task lists. See the docs here
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Deletes the authenticated user's specified task. See the docs here
Overview of Google Tasks#
The Google Tasks API allows you to manage and manipulate a user's tasks and task lists on Google Tasks directly from Pipedream. With this API, you can create, read, update, and delete tasks, as well as manage the lists themselves. This opens up possibilities for automating task management, syncing tasks with other systems, and creating custom task-based workflows that can increase productivity and ensure nothing falls through the cracks.
Connect Google Tasks#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_tasks: {
type: "app",
app: "google_tasks",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/tasks/v1/users/@me/lists`,
headers: {
Authorization: `Bearer ${this.google_tasks.$auth.oauth_access_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}`,
},
})
},
})
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