Integrate the Jotform API with the Workbooks CRM API

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

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Popular Ways to Connect Jotform with Workbooks CRM#

Create Customer Order with Workbooks CRM API on New Submission (Instant) from Jotform API

Jotform + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Submission (Instant) from Jotform API

Jotform + Workbooks CRM

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Create Person with Workbooks CRM API on New Submission (Instant) from Jotform API

Jotform + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on New Submission (Instant) from Jotform API

Jotform + Workbooks CRM

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Update Person with Workbooks CRM API on New Submission (Instant) from Jotform API

Jotform + Workbooks CRM

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Popular Jotform and Workbooks CRM Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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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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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

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Popular Jotform 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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Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

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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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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

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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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Overview of Jotform#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Connect Jotform#

import { axios } from "@pipedream/platform"

export default defineComponent({
  props: {
    jotform: {
      type: "app",
      app: "jotform",
    }
  },
  methods: {
    _getBaseUrl() {
      let baseUrl = `https://${this.jotform.$auth.region}.jotform.com/`;
      const standardSubdomains = [
        "api",
        "eu-api",
        "hipaa-api",
      ];
      if (!standardSubdomains.includes(this.jotform.$auth.region)) {
        baseUrl += "API/";
      }
      return baseUrl;
    },
  },
  async run({steps, $}) {
    const baseUrl = this._getBaseUrl(); 
    return await axios($, {
      url: `${baseUrl}user`, 
      params: {
        apiKey: `${this.jotform.$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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