Integrate the Partnerize API with the Workbooks CRM API

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

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Popular Partnerize 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 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 Partnerize 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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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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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

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Update Person with the Workbooks CRM API

Updates a person.

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Overview of Partnerize#

The Partnerize API enables you to interact programmatically with the Partnerize platform, which specializes in partner marketing and affiliate management. With this API, you can automate tasks related to tracking, commissioning, and reporting on marketing campaigns. In Pipedream, you can leverage these capabilities to create automated workflows that respond to various triggers (like webhooks), manipulate data, and integrate with a myriad of other services without having to manage servers or complex infrastructure.

Connect Partnerize#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    partnerize: {
      type: "app",
      app: "partnerize",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.partnerize.com/network`,
      auth: {
        username: `${this.partnerize.$auth.user_app_key}`,
        password: `${this.partnerize.$auth.user_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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