Integrate the Notion API with the Workbooks CRM API

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

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Popular Ways to Connect Notion with Workbooks CRM#

Append Block to Parent with Notion API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Append Block to Parent with Notion API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Append Block to Parent with Notion API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Append Block to Parent with Notion API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Create Customer Order with Workbooks CRM API on New Database from Notion API

Notion + Workbooks CRM

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Popular Notion and Workbooks CRM Triggers#

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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New Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

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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 Page in Database from the Notion API

Emit new event when a page in a database 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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Popular Notion and Workbooks CRM Actions#

Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. 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 Page with the Notion API

Creates a page from a parent page. The only valid property is title. 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 Page from Database with the Notion API

Creates a page from a database. See the docs

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Overview of Notion#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})

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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