Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Go to siteUsing 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:
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}`,
},
})
},
})
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.
Creates a person. People are recorded in your database, e.g a contact, an employee.
Returns and order if exists otherwise creates a new one.
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:
POST
https://secure.workbooks.com/login
content-type: application/x-www-form-urlencoded
accept: application/json
api_key={{custom_fields.api_key}}
&
client=api
&
api_version=1
POST
https://secure.workbooks.com/login
content-type: application/x-www-form-urlencoded
accept: application/json
api_key={{custom_fields.api_key}}
&
client={{oauth.client_secret}}
&
api_version=1