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 1,700+ 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}`,
      },
    })
  },
})

Choose an API to Connect with Workbooks CRM API

1
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24
of
1,700+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.
Google Drive
Google Drive
Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.
Google Sheets
Google Sheets
Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.
Filter
Filter
Specify a condition that your workflow must meet and whether you'd like to proceed or end workflow execution.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Data Stores
Data Stores
Use Pipedream Data Stores to manage state throughout your workflows.
GitHub
GitHub
Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.
Formatting
Formatting
Pre-built actions to make formatting and manipulating data within your workflows easier.
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Airtable (OAuth)
Airtable (OAuth)
Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.
Zoom
Zoom
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.
Google Calendar
Google Calendar
With Google Calendar, you can quickly schedule meetings and events and get reminders about upcoming activities, so you always know what’s next.
Gmail
Gmail
Gmail offers private and secure email by Google at no cost, for business and consumer accounts.
Gmail (Developer App)
Gmail (Developer App)
Private and secure email by Google at no cost, for business and consumer accounts. Use this app to connect your own developer account credentials.
Email
Email
Trigger workflows on new emails, and send emails to yourself as part of a Pipedream workflow.
Delay
Delay
Delay, pause, suspend, or have the execution of your workflow wait for as little as one millisecond, or as long as one year.
Go
Go
Anything you can do in Go, you can do in a Pipedream Workflow. You can use any of Go packages available with a simple import.
Premium
Zoom Admin
Zoom Admin
Video conferencing (includes account-level scopes) for Zoom Admins.
Twilio
Twilio
Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.
Bash
Bash
Run any Bash in a Pipedream step within your workflow, including making curl requests.
Create Customer Order with Workbooks CRM API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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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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Get Film with SWAPI - Star Wars API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + SWAPI - Star Wars
 
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Find or Create an Order with Workbooks CRM API on New Submission (Instant) from Jotform API
Jotform + 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