Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Go to siteWorkbooks 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
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#
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Popular Workbooks CRM Integrations#
Popular Workbooks CRM Triggers#
Popular Workbooks CRM Actions#
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.
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:
- accessToken
POSThttps://secure.workbooks.com/logincontent-type:application/x-www-form-urlencodedaccept:application/jsonapi_key={{custom_fields.api_key}}&client=api&api_version=1 - refreshToken
POSThttps://secure.workbooks.com/logincontent-type:application/x-www-form-urlencodedaccept:application/jsonapi_key={{custom_fields.api_key}}&client={{oauth.client_secret}}&api_version=1