Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

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Workbooks CRM

Workbooks CRM API Integrations

Build and run workflows using the Workbooks CRM API. Use 1000s of source-available triggers and actions across 1000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

Using Workbook CRM's powerful API, you have the opportunity to build powerful business applications like never before. With its intuitive interface, streamlined processes and wraparound features, the Workbooks CRM API offers sophisticated software solutions to meet a variety of organizational needs.

From custom tailored customer Account and Contact Management dashboards to project tracking and sales order automation, the Workbooks CRM API enables you to create, store and access data seamlessly. With its secure, cloud-based architecture, you can create, update, delete and query data, ensuring that only authorized personnel can access the necessary materials.

The areas you can build with the Workbooks CRM API, include:

  • Customizable customer account and contact management
  • Real-time project tracking and asset management
  • Sales order automation
  • Accurate data collection and analysis
  • Automated CRM reporting
  • Powerful marketing automation tools
  • Robust service management and support
  • Streamlined customer onboarding processes
  • Comprehensive B2B and B2C portals
  • User-friendly lead and opportunity management
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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}`,
      },
    })
  },
})
Create Customer Order with Workbooks CRM API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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Send Message (Advanced) with Discord Webhook API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + Discord Webhook
 
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Create Organisation with Workbooks CRM API on New Item in Feed from RSS API
RSS + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Submission from Typeform API
Typeform + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on Custom Events from Zoom API
Zoom + Workbooks CRM
 
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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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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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Authentication

Workbooks CRM uses OAuth authentication. When you connect your Workbooks CRM account, Pipedream will open a popup window where you can sign into Workbooks CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Workbooks CRM API.

Pipedream requests the following authorization scopes when you connect your account:

OAuth Request Configurations:
  1. accessToken
    POSThttps://secure.workbooks.com/logincontent-type: application/x-www-form-urlencodedaccept: application/json
    api_key={{custom_fields.api_key}}&client=api&api_version=1
  2. refreshToken
    POSThttps://secure.workbooks.com/logincontent-type: application/x-www-form-urlencodedaccept: application/json
    api_key={{custom_fields.api_key}}&client={{oauth.client_secret}}&api_version=1