Integrate the Typeform API with the Workbooks CRM API

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

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Popular Ways to Connect Typeform with Workbooks CRM#

Create Customer Order with Workbooks CRM API on New Submission from Typeform API

Typeform + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Submission from Typeform API

Typeform + Workbooks CRM

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Create Person with Workbooks CRM API on New Submission from Typeform API

Typeform + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on New Submission from Typeform API

Typeform + Workbooks CRM

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Update Person with Workbooks CRM API on New Submission from Typeform API

Typeform + Workbooks CRM

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Popular Typeform and Workbooks CRM Triggers#

New Submission from the Typeform API

Emit new submission

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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 Typeform 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 a Form with the Typeform API

Creates a form with its corresponing fields. See the docs here

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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 an Image with the Typeform API

Adds an image in your Typeform account. See the docs here

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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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Overview of Typeform#

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Connect Typeform#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    typeform: {
      type: "app",
      app: "typeform",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.typeform.com/me`,
      headers: {
        Authorization: `Bearer ${this.typeform.$auth.oauth_access_token}`,
      },
    })
  },
})

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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