Integrate the UltraMsg API with the Workbooks CRM API

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

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Popular Ways to Connect UltraMsg with Workbooks CRM#

Send a Document with UltraMsg API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + UltraMsg

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Send a Document with UltraMsg API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + UltraMsg

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Send a Document with UltraMsg API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + UltraMsg

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Send a Document with UltraMsg API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + UltraMsg

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Send a Link with UltraMsg API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + UltraMsg

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Popular UltraMsg 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 UltraMsg and Workbooks CRM Actions#

Send a Document with the UltraMsg API

Send a document to a specified number. See the docs here

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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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Send a Link with the UltraMsg API

Send a link to a specified number. 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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Send a Location with the UltraMsg API

Send a location to a specified number. See the docs here

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Overview of UltraMsg#

UltraMsg API offers a suite of messaging capabilities that let you automate WhatsApp messaging. With it, you can send and receive messages, create WhatsApp chatbots, and manage media, enabling a wide range of automated interactions with users. Pipedream acts as a powerful accelerator here, letting you connect UltraMsg to hundreds of other apps to craft custom workflows.

Connect UltraMsg#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    ultramsg: {
      type: "app",
      app: "ultramsg",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.ultramsg.com/${this.ultramsg.$auth.instance_id}/messages/statistics`,
      headers: {
        "Content-Type": `application/x-www-form-urlencoded`,
      },
      params: {
        token: `${this.ultramsg.$auth.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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