View as Markdown
Workbooks CRM icon

Workbooks CRM ACTION

Find or Create an Order

Returns and order if exists otherwise creates a new one.
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Workbooks CRM account once, then configure and run Find or Create an Order from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "workbooks_crm-find-or-create-order",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    workbooks_crm: { authProvisionId: "apn_xxxxxxx" },
    description: "Customer Order Name",
    assignedTo: "Assigned To",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Find or Create an Order inputs
Property Type Description
description Customer Order Name string
The description of this Customer Order.
Required
assignedTo Assigned To string
A queue that this Customer Order could be assigned to.
Required Dynamic
documentCurrency Document Currency string
The currency of this Transaction in ISO 4217 format. E.g. USD.
Required
documentDate Customer Order Date string
The official date for this Customer Order.
Required
status Status string
The status of this Transaction.
Required
taxPointDate Tax Point Date string
The date that sales tax will be calculated for this Transaction.
Required

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
workbooks_crm-find-or-create-order
Version
0.0.2
App
Workbooks CRM
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes