What do you want to automate

with Invision Community and Workbooks CRM?

Prompt, edit and deploy AI agents that connect to Invision Community, Workbooks CRM and 2,500+ other apps in seconds.

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Create Customer Order with Workbooks CRM API on New Forum Topic (Instant) from Invision Community API
Invision Community + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Member (Instant) from Invision Community API
Invision Community + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Topic Post (Instant) from Invision Community API
Invision Community + Workbooks CRM
 
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Create Forum Topic with Invision Community API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + Invision Community
 
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Create Forum Topic with Invision Community API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + Invision Community
 
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New Forum Topic (Instant) from the Invision Community API

Emit new event when a new topic is created.

 
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New Member (Instant) from the Invision Community API

Emit new event when a new member account is created.

 
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New Topic Post (Instant) from the Invision Community API

Emit new event when a new post in a topic is created.

 
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New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

 
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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

 
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Create Forum Topic with the Invision Community API

Creates a new forum topic. See the documentation

 
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Create Customer Order with the Workbooks CRM API

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

 
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Create Member with the Invision Community API

Creates a new member. See the documentation

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

Overview of Invision Community

The Invision Community API allows developers to integrate and automate community management tasks for forums and member interactions. By leveraging this API on Pipedream, you can create workflows that manage users, content, and notifications efficiently. This integration makes it possible to streamline community operations, engage users dynamically, and link community activities with other business functions like marketing, support, or CRM systems.

Connect Invision Community

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    invision_community: {
      type: "app",
      app: "invision_community",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.invision_community.$auth.url}/api/core/hello`,
      auth: {
        username: `${this.invision_community.$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

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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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo