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with Slack Bot and Workbooks CRM?
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Popular Ways to Connect Slack Bot with Workbooks CRM#
Popular Slack Bot and Workbooks CRM Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.
Popular Slack Bot 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.
Overview of Slack Bot#
The Slack Bot API allows you to build rich, interactive bots for Slack workspaces. These bots can respond to messages, post updates, and interact with users in various ways. With the Slack Bot API on Pipedream, developers can create automated workflows that trigger on specific events in Slack, such as new messages or reactions, and then perform defined actions, like sending data to other apps or processing the information within Pipedream's serverless platform. This tight integration with Pipedream enables both simple and complex automations, leveraging Pipedream's ability to connect with numerous apps and its powerful built-in code steps.
Connect Slack Bot#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
slack_bot: {
type: "app",
app: "slack_bot",
},
},
async run({steps, $}) {
return await axios($, {
url: `https://slack.com/api/auth.test`,
headers: {
Authorization: `Bearer ${this.slack_bot.$auth.bot_token}`,
},
method: 'post',
})
},
})
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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