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PostgreSQL

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

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Workbooks CRM

Integrate the PostgreSQL API with the Workbooks CRM API

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

Popular Ways to Connect PostgreSQL with Workbooks CRM

Execute Custom Query with PostgreSQL API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Posted Credit Note (Instant) from Workbooks CRM API
Workbooks CRM + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + PostgreSQL
 
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Create Customer Order with Workbooks CRM API on New Column from PostgreSQL API
PostgreSQL + Workbooks CRM
 
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Popular PostgreSQL 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 Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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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 or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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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 PostgreSQL and Workbooks CRM Actions

Execute SQL Query with the PostgreSQL API

Execute a custom PostgreSQL query. See our docs to learn more about working with SQL in Pipedream.

 
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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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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. 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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Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
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Overview of PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    return await this.postgresql.executeQuery(queryObj);
  },
})

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}`,
      },
    })
  },
})
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