What do you want to automate
with Ontraport and Workbooks CRM?
Prompt, edit and deploy AI agents that connect to Ontraport, Workbooks CRM and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Ontraport with Workbooks CRM#
Popular Ontraport and Workbooks CRM Triggers#
Emit new event when a new contact is created. See the docs
Emit new event when a new form is submitted. See the docs
Emit new event when a product is purchased. See the docs
Emit new event when a transaction is created with a product. See the docs
Popular Ontraport 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.
Returns and order if exists otherwise creates a new one.
Overview of Ontraport#
Ontraport's API offers robust capabilities for automating business processes, managing customer relationships, and streamlining marketing efforts. Use it to create dynamic, serverless workflows on Pipedream that react to events in real-time, sync data between services, or enhance customer interactions. With this API, you can automate tasks such as updating contact information, tracking customer behaviors, and sending targeted communications, all customizable to your specific business needs.
Connect Ontraport#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ontraport: {
type: "app",
app: "ontraport",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.ontraport.com/1/Contacts`,
headers: {
"Api-Key": `${this.ontraport.$auth.api_key}`,
"Api-Appid": `${this.ontraport.$auth.api_appid}`,
},
})
},
})
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