What do you want to automate
with Insightly and Workbooks CRM?
Prompt, edit and deploy AI agents that connect to Insightly, Workbooks CRM and 2,500+ other apps in seconds.
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Popular Ways to Connect Insightly with Workbooks CRM#
Popular Insightly and Workbooks CRM Triggers#
Popular Insightly 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.
Overview of Insightly#
Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.
Connect Insightly#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
insightly: {
type: "app",
app: "insightly",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
auth: {
username: `${this.insightly.$auth.api_key}`,
password: ``,
},
})
},
})
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